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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
Custom Tables
Auto-Forecast
Settings
Settings Overview
Actuals
Company
Users
Chart of Accounts
Departments
Variances
Cash Flow
Forecast
Custom Tables
Global Drivers
Assumptions
Goals
Audit Log
Billing
Integrations
Accounting
Troubleshooting
Workforce
Other
Learning & Education Videos
Video Recordings: Core Curriculum
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
Custom Tables
Auto-Forecast
Settings
Settings Overview
Actuals
Company
Users
Chart of Accounts
Departments
Variances
Cash Flow
Forecast
Custom Tables
Global Drivers
Assumptions
Goals
Audit Log
Billing
Integrations
Accounting
Troubleshooting
Workforce
Other
Learning & Education Videos
Video Recordings: Core Curriculum
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.
Fullscreen Tables
Update Plan with Actuals
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Plan Administration
Sharing Plans
Task Management
Month-End Close Steps
Rolling Forecast Checklist
Rolling Forecasts (Budget vs Actual)
Annual Budget Steps
Plan of Record (POR).
Active & Archived Plans.
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Revenue & Expense Planning
Standard Drivers
Introduction to Planning with Drivers, Assumptions & Sub-Items
Create a Simple Revenue Forecast
% of Revenue OpEx Driver
Allocate Expenses to COGS
Allocate Expenses between different Department within OpEx
Create a Trended Actuals OpEx Driver
Create a $ per Headcount OpEx Driver
Plan for Contractors Using Subitems
Fully Loaded Headcount: Payroll Tax, Benefits, Bonus
Driver Example: COGS
Driver Example: Rent
Driver Example: Travel
Periodic Change Custom Driver
The UA Picker
Entering Budget into Jirav
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Workforce Planning
Overview: Adding, Removing, and Reviewing Staff.
Manage Staff Table & Driver Based Hire Architecture
Bi-Weekly Payroll | 26 Pay Periods
Hourly Employees
Balance Sheet and Cash Planning
Accounts Receivable Planning
System Cash
Prepaids & CapEx Assets & Drivers
Plan for a Capital Expenditure
Plan for Prepaid Expenses
Plan for Accrued Bonuses
Loan Schedule
Direct Cash Flow
Line of Credit
Inventory Forecasting
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Custom Tables
Professional Services Revenue
ACV Based Subscription Revenue
Revenue Recognition Waterfall
Quota Based Bookings Forecast
Incorporating Data from the CRM
Simple Deferred Revenue
SaaS Metrics
Create a Cumulative Formula
Use Custom Table for Fixed Assets and Depreciation
Minimum Cash Balance Forecast
Impact of Actuals Import from Google Sheets on the Forecast
Impact of Actuals Import from Excel on the Forecast
Consolidations
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Auto-Forecast
Auto-Forecast
