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 > 3 dot 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 > 3 dot menu > Edit timeframe and then change the Start date and hit Save.
KPIs
ℹ️ This requires Superadmin rights.
To reflect the start of your fiscal year in your KPI boards and KPI details modal, follow the below steps:
Configure > General > Features: Goal Management > Key Performance Indicators (KPIs) > Fiscal year starts from: Choose the month
Need a hand?
Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.