Feature Overview

The Fiscal Year Start Configuration feature allows you to customize GTM Engine to align with your organization's specific fiscal calendar. By setting your company's fiscal year start date, you ensure that all forecasting, reporting, and analytics within GTM Engine accurately reflect your business cycles and financial reporting periods.

This configuration is essential for organizations whose fiscal year doesn't align with the calendar year, enabling precise revenue tracking and forecasting that matches your internal financial reporting requirements.

Benefits to the User

• Accurate Forecasting: Ensures all sales projections and pipeline forecasts align with your organization's fiscal periods
• Consistent Reporting: Creates harmony between GTM Engine's analytics and your company's financial reporting cycles
• Enhanced Visibility: Provides clear indicators of current fiscal period status directly in the interface
• Streamlined Planning: Helps sales leaders and RevOps teams plan activities according to your actual business cycles
• Improved Decision Making: Delivers more relevant insights by analyzing data within your specific fiscal framework

Accessing the Feature

To access the Fiscal Year Start Configuration:

1. Log in to your GTM Engine account
2. Click on the Settings menu in the main navigation
3. Select the Configuration page
4. Scroll to the Fiscal Year Start Configuration section

Step-by-Step Usage Guide

Setting Your Fiscal Year Start Date

1. Within the Fiscal Year Start Configuration section, locate the two dropdown select fields:
   • The first dropdown allows you to select the month
   • The second dropdown allows you to select the day
2. Click on the month dropdown and select the first month of your fiscal year (e.g., January, April, July, October)
3. Click on the day dropdown and select the starting day of your fiscal year (e.g., 1st, 15th)
4. Review your selection - the interface will display your current fiscal period status at the top of the section
5. Once you're satisfied with your selection, scroll to the bottom of the page and click the Save Changes button
6. The system will confirm your changes have been saved and immediately apply the new fiscal year settings across all relevant reporting and forecasting features

Tips and Best Practices

• Consult Your Finance Team: Before configuring, confirm the exact fiscal year start date with your finance department to ensure alignment across all business systems
• Consider Implementation Timing: For minimal disruption, consider implementing fiscal year changes at the beginning of a new quarter or fiscal period
• Review After Setting: After saving your fiscal year configuration, review a few reports to verify they reflect the correct fiscal periods
• Update When Needed: If your organization changes its fiscal year start date, remember to update this configuration immediately to maintain accurate reporting
• User Communication: When changing fiscal year settings, communicate the update to all GTM Engine users to ensure everyone understands how reports and forecasts will be affected

Note: The Fiscal Year Start Configuration affects how data is organized and presented throughout GTM Engine. While changing this setting won't delete any data, it will reorganize how information is grouped in reports and forecasts. This configuration is particularly important for ensuring that GTM Engine's automated insights and forecasting capabilities align perfectly with your organization's financial reporting cycles.