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Plans
  • Getting Started
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  • Plans
    • Driver Use Cases
    • CapEx Planning
    • Workforce Planning
    • Managing Plans
    • Revenue Planning
  • Collaboration
    • Users, Groups & Roles
    • Sharing Plans, Reports & Dashboards
  • Integrations
    • Accounting
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  • Settings
    • Chart of Accounts
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    • Variances
    • Cash Flow
    • Custom Tables
    • Goals
    • Audit Log
    • Billing
    • Actuals
  • Learning & Education
    • Core Curriculum
    • Taking a Deeper Dive
  • Partner Program
    • Partner Portal
    • Firm Onboarding
    • Certification
    • The Advisory Conversation with Jirav Lite - End to End video of Lite
  • Release Notes
  • Other Articles
      Back to home
      1. Help Center
      2. Plans
      • Getting Started
      • Reports
      • Dashboards
      • Plans
        • Driver Use Cases
        • CapEx Planning
        • Workforce Planning
        • Managing Plans
        • Revenue Planning
      • Collaboration
        • Users, Groups & Roles
        • Sharing Plans, Reports & Dashboards
      • Integrations
        • Accounting
        • Workforce
        • Other
      • Settings
        • Chart of Accounts
        • Departments
        • Users
        • Company
        • Variances
        • Cash Flow
        • Custom Tables
        • Goals
        • Audit Log
        • Billing
        • Actuals
      • Learning & Education
        • Core Curriculum
        • Taking a Deeper Dive
      • Partner Program
        • Partner Portal
        • Firm Onboarding
        • Certification
        • The Advisory Conversation with Jirav Lite - End to End video of Lite
      • Release Notes
      • Other Articles

      Plans

      Use your accounting, workforce, and operational data to create a driver-based financial model to accurately forecast where you're going.
      • Overview: Introduction to OpEx planning with Assumptions, Drivers & Sub-Items
      • Overview: Plan using Subitems
      • Overview: Create a Simple Revenue Forecast
      • Overview: Allocate Expenses to COGS
      • Overview: Assumptions & Drivers for Staffing Related Costs
      • Working with Plan Tables.

      Driver Use Cases

      • Overview: % of Revenue OpEx Driver
      • Overview: Create a $ per Headcount OpEx Driver
      • Overvew: Create a Trended Actuals OpEx Driver
      • Overview: Plan for Accrued Bonuses
      • Overview : Plan for Prepaid Insurance
      • Create a Cumulative Formula
      • Periodic Change Drivers
      • Driver Example: Rent
      • Driver Example: Travel
      • Driver Example: COGS
      • Accounts Receivable Tips & Tricks
      • Simple Deferred Revenue with Jirav Pro
      • Simple Interest Loan
      • Standard Drivers
      • Plan Drivers.
      See more

      CapEx Planning

      • Overview: Plan for a Capital Expenditure
      • CapEx Assets & Drivers
      • Fixed Assets and Depreciation

      Workforce Planning

      • Overview: Plan for Staffing Changes
      • Staffing: Adding, Removing, and Reviewing.

      Managing Plans

      • Plan Management.
      • Active & Archived Plans.
      • Plan of Record (POR).

      Revenue Planning

      • Professional Services Revenue
      • Incorporating Data from the CRM
      • Quota Based Bookings Forecast
      • Revenue Recognition Waterfall
      • ACV Based Subscription Revenue
      • Direct Revenue Modeling
      See more
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