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 settings:
- Click Activate fiscal year toggle:
- Click the first month of your fiscal year (you can go back or forward up to 11 months):
- Logout and login to Upsales to complete the update
Working with fiscal years
After a fiscal year is activated, you'll be able to 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 the filter:
