How to use the prebuilt planning and reporting account for service-based businesses tracking people, projects, and utilization using the Jirav Professional Services Blueprint.
The Professional Services blueprint is designed for consulting, legal, accounting, and marketing firms. It emphasizes utilization, billable hours, and project profitability metrics alongside standard financials.
1. Connect to Accounting Actuals
Go to Settings > Integrations, click on the desired Connect button for your client’s accounting system, and follow the prompts to complete the connection.
2. Set the Cash Account
Go to Settings > Company > Plans, select the main operating cash account for the client. Setting the Cash is a simple but important step to enable Cash forecasting abilities.
3. Verify Close Month
Confirm the correct Close Month is set under Settings > Company > Accounting tab. This ensures reports and dashboards display using the right financial period. This can either be inherited automatically from the accounting system or manually set in Jirav.
4. Import Custom Professional Services Actuals
Bring in client-specific metrics that are not in the accounting system, for example, Billable Hours & # of Projects. From Settings > Integrations, either connect to Google Sheets or download the Excel template. The template will download with all of the Professional Services Metrics needed for the blueprint account. Copy in the values for your metrics, then return to Jirav to initiate the Google Sheet import or upload the Excel file.
5. Import Workforce Actuals [Optional]
Optionally load staffing information for headcount reporting. From Settings > Integrations > Workforce, you can either upload data via Excel or connect directly to an HR/payroll platform.
6. Review Dashboard
Check the Dashboard to confirm that data is flowing and values are now appearing. Review key SaaS metrics like recurring revenue, churn, and customer growth.
7. Review and Customize Reports
Go to Reports and upload your client’s logo to the Cover Page report. Review the prebuilt package and adjust reports as needed for client-specific needs.
8. Add Additional Users
Invite other team members who need access. Go to Settings > Users, click Invite User, and assign the appropriate role.