We’ll cover setting up custom tables, predicting customer growth, and utilizing global drivers to refine your financial projections, including staff hiring and asset purchases.
After you've been exposed to operational expense planning in Jirav's basic forecasting training, you're ready for more advanced forecasting. We'll alternate between many advanced Jirav forecasting features for the income statement, balance sheet, and custom tables in this advanced forecasting training.
Earn free CPE for this course on Earmark CPE
- Access Advanced Forecasting on the Earmark CPE app
- Click on the Enroll button
- Select the Course menu option for the following three parts:
- Learning Video - select mark complete to proceed to review questions
- Review Questions - answer three questions and review your feedback
- Assessment Quiz - answer five questions with a passing score of 70%. You can view feedback on your answers and retake the assessment quiz. Select the option Email CPE to receive your certificate of completion. Once completed, you can exit the course and return to any channel on Earmark CPE including the Jirav channel!
If you don't have the Earmark CPE app and you want to earn free CPE for participating in Jirav courses and other accounting podcasts, visit the Apple App Store or Google Play Store to download the Earmark CPE app.
Goals of Webinar
- Review use of planned drivers and assumptions:
- Amount per Headcount
- Percent of Another Account
- Annual Target
- Fixed Spread
- Periodic Growth
- Custom
- Setup and update a custom table
- Estimate customer growth
- Predict future revenue and expenses
- Prescribe actions with different drivers
- Plan Drivers
- Global Drivers
- Continue to use Custom Tables to drive
- Trigger the Hiring of Staff in Workforce
- Purchase depreciable fixed assets
- Forecast financial statements