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Plan
Getting Started
Dashboards
Dashboard Overview
Learn More About Dashboards
KPI
Report
Report Overview
Learn More About Reports
Plan
Planning Overview
Plan Administration
Revenue & Expense Planning
Workforce Planning
Balance Sheet and Cash Planning
KPIs
Custom Tables
Auto-Forecast
Settings
Settings Overview
Actuals
Company
Users
Chart of Accounts
Departments
Variance Rules
Cash Flow
Forecast
Custom Tables
Global Drivers
Assumptions
Goals
Audit Log
Billing
Integrations
Accounting
Troubleshooting
Workforce
Other
Learning & Education Videos
Welcome to Jirav
Video Recordings: Core Curriculum
Micro Learning
Video Tutorials: Taking a Deeper Dive
Advisory Conversation with Accountant Hindsight
Partner Program
Partner Portal
Implementation Guides
Release Notes
Tips, Tricks, & FAQ's
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Help Center
Plan
Getting Started
Dashboards
Dashboard Overview
Learn More About Dashboards
KPI
Report
Report Overview
Learn More About Reports
Plan
Planning Overview
Plan Administration
Revenue & Expense Planning
Workforce Planning
Balance Sheet and Cash Planning
KPIs
Custom Tables
Auto-Forecast
Settings
Settings Overview
Actuals
Company
Users
Chart of Accounts
Departments
Variance Rules
Cash Flow
Forecast
Custom Tables
Global Drivers
Assumptions
Goals
Audit Log
Billing
Integrations
Accounting
Troubleshooting
Workforce
Other
Learning & Education Videos
Welcome to Jirav
Video Recordings: Core Curriculum
Micro Learning
Video Tutorials: Taking a Deeper Dive
Advisory Conversation with Accountant Hindsight
Partner Program
Partner Portal
Implementation Guides
Release Notes
Tips, Tricks, & FAQ's
Plan
Use your accounting, workforce, and operational data to create a driver-based financial model to accurately forecast where you're going.
Planning Overview
Plan Management.
Plan Tables.
Plan Drivers.
Update Plan with Actuals
Fullscreen Tables
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Plan Administration
Active & Archived Plans.
Annual Budget Steps
Month-End Close Steps
Plan of Record (POR).
Rolling Forecast Checklist
Rolling Forecasts (Budget vs Actual)
Sharing Plans
Task Management
See more
Revenue & Expense Planning
Standard Drivers
Introduction to Planning with Drivers, Assumptions & Sub-Items
Entering Budget into Jirav
Create a Simple Revenue Forecast
Product Revenue Planning using Custom Tables
Professional Services Revenue
Revenue Recognition Waterfall
ACV Based Subscription Revenue
Quota Based Bookings Forecast
Incorporating Data from the CRM
% of Revenue OpEx Driver
Driver Example: COGS
Allocate Expenses to COGS
Allocate Expenses between different Department within OpEx
Fully Loaded Headcount: Payroll Tax, Benefits, Bonus
Create a $ per Headcount OpEx Driver
Create a Trended Actuals OpEx Driver
Incorporate Inflation for the Forecast
Plan for Contractors Using Subitems
Driver Example: Rent
Driver Example: Travel
Periodic Change Custom Driver
The UA Picker
See more
Workforce Planning
Overview: Adding, Removing, and Reviewing Staff.
Manage Staff Table & Driver Based Hire Architecture
Bi-Weekly Payroll | 26 Pay Periods
Hourly Employees
Workforce Staff Roster Deleting
See more
Balance Sheet and Cash Planning
Accounts Receivable Planning
Direct Cash Flow
Minimum Cash Balance Forecast
Inventory Forecasting
Prepaids & CapEx Assets & Drivers
Plan for a Capital Expenditure
Use Custom Table for Fixed Assets and Depreciation
Plan for Prepaid Expenses
Plan for Accrued Bonuses
System Cash
Simple Deferred Revenue
Loan Schedule
Line of Credit
See more
KPIs
SaaS Metrics
Create a Cumulative Formula
Custom Tables
Impact of Actuals Import from Google Sheets on the Forecast
Impact of Actuals Import from Excel on the Forecast
Consolidations
Auto-Forecast
Auto-Forecast
