Why Sales Periods Matter
Revenue Intelligence aligns forecast, quota, pipeline, and exports to your fiscal calendar. Correct sales period configuration ensures accurate progress markers, attainment calculations, and leadership reporting.
Period Selector
- Where: Header of the Simplified Dashboard and other analytics views
- Presets: This Week, This Month, This Quarter, This Year (fiscal‑aware)
- Metadata: Displays label (e.g. FY25 Q2), date range (e.g. Apr 1 – Jun 30), and timezone
- Propagation: Selected period is passed to widgets, drawers, and exports
Expected Progress Marker
Quota Progress shows an expected progress tick based on the elapsed time in the active period:
- Uses fiscal start/end dates from your settings
- Clamps to period boundaries and accounts for timezone
- Helps compare current attainment vs time‑based expectation
Configure Fiscal Calendar
Path: /revenue-intelligence/settings → Fiscal Calendar (within Settings Overview)
- Year Start: Month and day for fiscal year start
- Quarter Cadence: Standard today; alternative cadences planned (e.g., 4‑4‑5)
- Timezone: IANA timezone (Area/City), used for rollups and export timestamps
- Validation: UI validates month/day ranges against selected month
What Sales Periods Impact
- Forecasts: Confidence context and trend windows respect the selected period
- Quota Analytics: Period filters and attainment progress use fiscal labels and ranges
- Exports: Fiscal label, range, and timezone are included in filenames and summaries
- Risk & Playbook: Recommendations consider the active period horizon
Best Practices
- Confirm fiscal year start and timezone before a new quarter
- Use quarterly presets during forecast cycles; switch to monthly for intra‑quarter pacing
- Share exported summaries with fiscal labels to avoid confusion across regions
Troubleshooting
- If ranges look off, recheck Fiscal Calendar settings and timezone
- When changing fiscal start mid‑period, allow a refresh cycle for analytics to re‑align