Upsales Insights in its standard configuration uses calendar year. This means that when you use measures to display or filter on “This year”, “This quarter” etc the data will be broken down according to the calendar year.
The calendar year lasts from the first of January until the last of December.
This means that;
Quarter 1 (Q1): January-March
Q2: April – June
Q3: July – September
Q4: October – December
However, we know that many of our customers have another fiscal year. You might want to count years that starts the first of august and ends the last of july for example. This would mean that Q1 for you goes from August – October.
Although this is not the standard configuration it is an easy fix. If you want to change this setting, just contact your contact person or our support.