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How can we reflect our company's financial calendar?

You're easily able to customize cadences and timeframes and KPIs to your preferred fiscal year.


Cadences and timeframes

ℹ️ This requires Superadmin rights.

To edit an existing cadence, simply go to Configure > Cadences. Select the cadence > kebab menu > Edit cadence and then change the Start date and hit Save.

To change the start date of an existing timeframe, simply go to Configure > Timeframes. Select the timeframe > kebab menu > Edit timeframe and then change the Start date and hit Save.


KPIs

ℹ️ This requires Superadmin rights.

Configure > Features > Goal Management > KPI fiscal year: Select the month.


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