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Not every company runs its financial reporting on a January to December calendar. If yours doesn’t, Introw’s time ranges like “This fiscal year” and “This fiscal quarter” need to know when your fiscal year begins. This guide sets your fiscal year start date once, so dashboards and analytics line up with your internal reporting periods and period-over-period comparisons are accurate.

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What you’ll achieve

A fiscal year start date configured for your organisation, so Introw adds fiscal time ranges to its selectors and aligns dashboards and analytics with how your business actually reports, making pipeline, revenue, and partner performance comparable period over period.

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Before you start

1

Know your fiscal year start

Have the month your fiscal year begins ready (for example April 1, July 1, or October 1).
2

Have access to company settings

Setting the fiscal year is an organisation-wide setting, so you need access to company settings.

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Watch it

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Steps

1

Open company settings

Go to Company settings in Introw. This is where organisation-wide preferences, including the fiscal year, live.
2

Set the fiscal year start date

Find Fiscal year start date and select the date your fiscal year begins. This is the anchor Introw uses to calculate every fiscal time range, so pick the first day of your fiscal year (for example April 1).
Pick the fiscal year start month
3

Save your changes

Save. Introw immediately adds fiscal options to the time range selectors: This fiscal year, This fiscal quarter, Next fiscal year, and Next fiscal quarter. Changes apply going forward and update all fiscal-based views automatically.
Save the fiscal year start date

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Verify it worked

Open a dashboard or an analytics page and open the time range selector: the fiscal options (This fiscal year, This fiscal quarter, and the next-period equivalents) now appear and span your configured fiscal year rather than the calendar year. Selecting one scopes the data to your internal reporting period.

Build a dashboard

Build the dashboards these fiscal ranges apply to.

Set the home pipeline and date range

Control the default view on your home dashboard.

Implementation reference

Full configuration options.