A fiscal year is a one-year (12 months) period, defined by a company’s financial department to report on earnings, budgets, and taxes. Since a fiscal year may not follow the calendar, Upsales allows you to set the system to a fiscal year.
This article covers:
How to edit a fiscal year
- Click Settings → Account → Account settings:
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Click the Activate fiscal year toggle (1), then click Change and select the first month of your fiscal year (2). You can go back or forward up to 11 months from January:
To go back to a calendar year, switch off Activate fiscal year.
- Click Confirm in the dialog. Each time you turn the fiscal year on or off, or change its first month, all your current and future targets are cleared. Note your targets before you confirm, and set them again afterwards in Settings → CRM → Targets.
- Logout and login to Upsales to complete the update
Working with fiscal years
After a fiscal year is activated, you can filter data in:
- CRM section
- Orders list
- Sales board
- Sales board goal panel
- Opportunities list
- Email lists
- Marketing section
- Analytics section
Displaying fiscal year with date filters
Use date filters to display orders that are scheduled to close this fiscal quarter and year.
- Click Sales & CRM → Orders:
- Click the filters:
- Click close date and choose Current quarter (fiscal year) or Current fiscal year: