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Partner Program
Getting Started
Getting Familiar
Partner Program
Certification
The Advisory Conversation with Jirav Lite - End to End video of Lite
Importing Actuals
Accounting Import
Workforce Import
Sales Import: Products and Customers
Other Custom Data Imports
System Setup & Administration
General Setup
Setup for Planning & Budgeting
Custom Tables in Setup
Global & Plan Drivers, Formulas in Drivers
Administrative Items
Step-by-Step to Getting Started in Jirav in under 30 minutes
Dashboards & Reports
Collaborate with Reports & Dashboards
Dashboards Overview
Dashboard Tile Types
General Report Setup
Reporting Templates
Published Reports
Reporting Example Best Practices
Planning & Budgeting
Key Concepts for Planning
Manage Plans
Revenue & COGS
Subscription Revenue (Enterprise Edition)
Operating Expenses
Workforce Planning
Capital Expenditure (CapEx)
Balance Sheet Forecasting
Allocations
Tips & Tricks
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Help Center
Partner Program
Getting Started
Getting Familiar
Partner Program
Certification
The Advisory Conversation with Jirav Lite - End to End video of Lite
Importing Actuals
Accounting Import
Workforce Import
Sales Import: Products and Customers
Other Custom Data Imports
System Setup & Administration
General Setup
Setup for Planning & Budgeting
Custom Tables in Setup
Global & Plan Drivers, Formulas in Drivers
Administrative Items
Step-by-Step to Getting Started in Jirav in under 30 minutes
Dashboards & Reports
Collaborate with Reports & Dashboards
Dashboards Overview
Dashboard Tile Types
General Report Setup
Reporting Templates
Published Reports
Reporting Example Best Practices
Planning & Budgeting
Key Concepts for Planning
Manage Plans
Revenue & COGS
Subscription Revenue (Enterprise Edition)
Operating Expenses
Workforce Planning
Capital Expenditure (CapEx)
Balance Sheet Forecasting
Allocations
Tips & Tricks
Partner Program
Learn how to leverage the partner portal, get certified, and add business processes to improve your business.
Overview of Partner Portal
Add a Company
Certification
Certification Overview
Basic Certification
Pro Certification
Enterprise Certification
The Advisory Conversation with Jirav Lite - End to End video of Lite
The advisory conversation with Jirav Lite - learning capstone
Starting the Advisory Conversation - Complete Video
Create the T12M KPI
Add the T12M KPI to the Executive Summary Report
Create the T12M KPI Dashboard
Create a Custom Group Tile
Have the Advisory Conversation
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