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The Advisory Conversation with Jirav Lite - End to End video of Lite
Release Notes
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Help Center
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
