The InsightSquared Revenue Intelligence Platform adjusts to your business processes and make establishing your fiscal start / end date easy.
Setting Fiscal Start / End Date
1. Select Team Profile or, from the dropdown menu in the left nav, select Team Profile
2. Select the Team Setup tab
3. Select the dropdown for Fiscal Year Start Month, then select a month
4. To establish what your fiscal year is based on, select either The starting month or The ending month
5. Click Save
The IS2 Platform will calculate its date ranges based on the fiscal start you established. For example, when filtering by relative date if you choose
relative > this > fiscal quarter you will see the date range adjusted to reflect your current fiscal quarter.
If you run into any issues, please contact support.