Jirav Automated Actuals vs Forecast Report
Every Monday, WebRun opens Jirav and reads the current period actuals and forecast data by account and department, builds a side-by-side comparison table with variance calculations, and exports the table to a Microsoft Excel workbook so your finance team has a structured, reviewable file ready at the start of the week.
How do I automatically generate an actuals vs forecast comparison report from Jirav in Excel?
WebRun opens Jirav every Monday, reads actuals and forecast figures by account and department for the current period, calculates dollar and percentage variances, and exports a formatted comparison table to Microsoft Excel. Your finance team opens a structured workbook with the largest gaps ranked first, ready for review before the week begins.
- Finance team has a structured Excel comparison workbook ready every Monday morning
- Largest actuals vs forecast gaps surface automatically, ranked for fast review
- No manual data pulls or spreadsheet assembly required each period
Built for FP and A teams · finance managers · corporate controllers · CFOs · finance analysts
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
app.jirav.comin a real browser with your saved login - no setup, no API keys. -
1
Jirav - read actuals and forecast data
jirav.com
WebRun opens Jirav to read actuals and forecast data. - Open Jirav and navigate to the actuals vs forecast report for the current period
- Pull actuals and forecast figures by account, department, and cost category
- Calculate the variance (actuals minus forecast) in dollar amount and as a percentage of forecast for each line
- Flag lines where the variance exceeds your configured threshold
- Rank the data so the largest variances appear at the top of the export
Done when Every account and department line has actuals, forecast, and calculated variance values ready for export.
-
2
Microsoft Excel - receive the comparison table
microsoft.com
WebRun opens Microsoft Excel to receive the comparison table. - Open the designated Excel workbook (or create a new one for the period)
- Paste the comparison table into the Actuals vs Forecast sheet with headers: Account, Department, Actuals, Forecast, Variance ($), Variance (%)
- Apply conditional formatting to highlight lines that exceed the variance threshold
- Save and close the workbook so it is ready for the finance team to review
Done when The Excel workbook contains a complete, formatted actuals vs forecast comparison table for the current period.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Will the report be sent to stakeholders automatically?
No. WebRun builds and saves the Excel workbook for your team to review internally. Any email distribution to stakeholders outside your team is prepared as a draft for you to send. WebRun never emails the report to external recipients on its own.
How does it handle multiple periods or departments in the same workbook?
WebRun reads the period and department structure already in Jirav and mirrors it into the Excel table. Each run appends or refreshes the sheet for the current period, so historical periods on separate sheets stay untouched.
What variance threshold triggers a highlight in the workbook?
You set the threshold during setup as a percentage or a dollar amount. WebRun applies conditional formatting in Excel to every line that exceeds it and ranks those lines at the top so the biggest gaps are immediately visible when the finance team opens the file.
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Turn it on in minutes - or have our team set it up for you.