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How can we reflect our company's financial calendar?
How can we reflect our company's financial calendar?
Nicole Capobianco avatar
Written by Nicole Capobianco
Updated over a week ago

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

Cadences and timeframes

First, make sure that cadences are enabled. You can have Quarterly and/or Annual enabled, for example. If you're not seeing a certain timeframe in your Map, go to Configure > Cadences > Quarterly or Annual, etc. > Click on the 3-dot menu beside it > Restore cadence:

Restore cadence via 3-dot menu beside Cadence name in Configure

Superadmins can determine your cadences and timeframes. Simply go to Configure > Cadences. There you can Add cadence (top right) or edit the default Timeframe.

* NOTE: Cadences without timeframes break the functionality of your Map. Delete a particular cadence or add timeframes to the particular cadence (quarterly, annual, etc). You can also do this in Configure > Timeframes > Add Timeframe > Select Cadence > Save.

KPIs

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


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