Setting Up Your Fiscal Quarter
Configuring the fiscal year settings to align with your organization's accounting period is crucial for accurate financial reporting and analysis in Sales Analytics.
This guide will walk you through the steps to set up your fiscal year so that it reflects in all relevant reports and analytics accurately.
Steps to Set Up Your Fiscal Year
Step 1: Access Settings
Navigate to Settings: Begin by going to the 'Settings' section of your platform. This is where you can configure various aspects of your account and its operations.
Step 2: Go to Organization
Select Organization Settings: Within the Settings menu, click on 'Organization'. This section typically includes settings related to your overall organizational structure and operational preferences.
Step 3: Set Fiscal Year's Start Month
Choose Start Month: In the Organization settings, find the option to set the start month of your fiscal year. This is the month when your fiscal year begins, which is crucial for aligning all financial reports and analytics accordingly.
Step 4: Choose Format
Select Fiscal Year Format: Decide on the format in which you want the fiscal year to be displayed across your reports.
Step 5: Save Changes
Confirm and Save: After setting the start month and choosing your preferred format, make sure to save your changes. Look for a 'Save' or 'Confirm' button, which will typically be located at the bottom of the settings page.
Step 6: Implementation in Reports
Check Date Ranges in Reports: Once saved, these settings will automatically update how date ranges are displayed in your reports.
The fiscal year settings will appear in the date range selections of your reports, ensuring that all financial data aligns with your newly configured fiscal year.
