> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Set a custom fiscal year

> Define your fiscal year start date so Introw dashboards, analytics, and time ranges align with your internal reporting periods.

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.

## 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.

## Before you start

<Steps>
  <Step title="Know your fiscal year start">
    Have the month your fiscal year begins ready (for example April 1, July 1, or October 1).
  </Step>

  <Step title="Have access to company settings">
    Setting the fiscal year is an organisation-wide setting, so you need access to company settings.
  </Step>
</Steps>

## Watch it

<Tabs>
  <Tab title="Video">
    <video controls playsInline preload="none" poster="https://assets.introw.io/docs/features/reporting/dashboards/guides/set-a-custom-fiscal-year/steps/01.png?v=1783426103" className="w-full rounded-xl" src="https://assets.introw.io/docs/features/reporting/dashboards/guides/set-a-custom-fiscal-year/video.webm?v=1783426103#t=2.5" />
  </Tab>

  <Tab title="Click through">
    <iframe className="w-full rounded-xl" style={{ width: "100%", aspectRatio: "16 / 11", border: 0 }} src="https://assets.introw.io/docs/features/reporting/dashboards/guides/set-a-custom-fiscal-year/walkthrough.html?v=1783426103" />
  </Tab>
</Tabs>

## Steps

<Steps>
  <Step title="Open company settings">
    Go to [Company settings](https://app.introw.io/settings/company) in Introw. This is where organisation-wide preferences, including the fiscal year, live.
  </Step>

  <Step title="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).

    <Frame>
      <img src="https://assets.introw.io/docs/features/reporting/dashboards/guides/set-a-custom-fiscal-year/steps/02.png?v=1783426103" alt="Pick the fiscal year start month" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://assets.introw.io/docs/features/reporting/dashboards/guides/set-a-custom-fiscal-year/steps/04.png?v=1783426103" alt="Save the fiscal year start date" />
    </Frame>
  </Step>
</Steps>

## 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.

## Related

<CardGroup cols={2}>
  <Card title="Build a dashboard" icon="chart-column" href="./build-a-dashboard">
    Build the dashboards these fiscal ranges apply to.
  </Card>

  <Card title="Set the home pipeline and date range" icon="house" href="./set-the-home-pipeline-and-date-range">
    Control the default view on your home dashboard.
  </Card>

  <Card title="Implementation reference" icon="screwdriver-wrench" href="../technical">
    Full configuration options.
  </Card>
</CardGroup>