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Settings: Revenue Intelligence Configuration Hub

The Settings hub: configuration status, fiscal calendar, reporting currency, exchange rates and every Revenue Intelligence configuration area.

Summit53 Team7 min readUpdated October 2, 2026

Overview

The Settings page is the hub for configuring Revenue Intelligence to match your go-to-market motion. From here you set your fiscal calendar, reporting currency and exchange rates, run guided setup, and open each configuration area — quotas, forecasts, territories, teams, roles, data quality and machine learning. What you configure here flows through to dashboards, analytics, forecasts and exports across the product.

Getting there

Open /revenue-intelligence/settings (Settings in the Revenue Intelligence nav). Everyone can view the hub. Organisation-wide settings — the fiscal calendar, reporting currency and exchange rates — can only be changed by an organisation owner or administrator.

What’s on the page

From top to bottom:

  1. Configuration Status
  2. Fiscal Calendar and Reporting Currency, side by side
  3. Exchange Rates
  4. Quick Actions and the Data Quality Score panel
  5. Configuration Areas

Configuration Status

The card at the top shows where your organisation stands and gives you one primary action:

  • Get started with Revenue Intelligence — nothing is set up yet. Select Start Quick Setup to open the Quick Setup wizard.
  • Using zero-configuration mode — setup was skipped. Configure Manually opens Quota Management.
  • Configuration complete — View Settings opens Quota Management.

The Configuration Level badge reads ZERO CONFIG (the product runs on sensible defaults with no setup) or BASIC CONFIG.

Fiscal Calendar

The Fiscal Calendar card controls how analytics, quotas and exports align to your financial year. Set the Fiscal year start month and Fiscal year start day, choose a Quarter cadence (Standard, calendar-aligned, today; 4-4-5 and 4-5-4 are coming soon), and set a Fiscal timezone using any IANA name in Area/City form (for example America/Chicago). Select Save fiscal settings to apply, or Reset to revert. The card header shows the current fiscal start, timezone and when it was last updated.

Reporting Currency and Exchange Rates

If you sell in more than one currency, set the Reporting Currency that every total is shown in, then add monthly rates in the Exchange Rates card so other currencies convert into it. The Reporting Currency card compares the currency you configured with the currencies observed in your ARR records and shows a status such as Aligned, Converted or Rates needed. See Reporting Currency & Exchange Rates for the full walkthrough, including pasting rates from a spreadsheet.

Quick Actions

Quick Actions surface the next step for your setup state and disappear once they no longer apply:

  • Run Quick Setup — while setup isn’t complete.
  • Enable Quotas — while quotas are switched off.
  • Import Data — once setup is complete. It opens the Advanced page, where import is marked coming soon.

Data Quality Score

The Data Quality Score panel is a shortcut to the Data Quality Monitor. Select it to see your organisation’s current score, issues, early warnings and per-rep breakdown.

Configuration Areas

Each card has a status chip (Configured, Monitoring, New or Not Set). Select a card to open that area:

  • Quotas — “Set and manage sales quotas”. See Quota Settings.
  • Forecasts — “Submit and track revenue forecasts”. See Forecast Settings.
  • Territories — “Define and assign territories”. See Territory Settings.
  • Teams — “Manage team hierarchy”, and Roles — “Configure sales roles”. See Teams & Roles.
  • Data Quality Monitor — “View data quality metrics and identify issues”.
  • ML/AI Configuration — “Train models and configure AI features”. See ML/AI Configuration.
  • Advanced — “ML settings and integrations”. The page reads “Import/Export, API access, and ML settings. This feature is coming soon.”

A Custom Metrics preview page also exists at /revenue-intelligence/settings/metrics; it isn’t linked from the grid.

  1. Confirm the Fiscal Calendar so every period aligns to your financial year.
  2. Set the Reporting Currency and, if you sell in other currencies, add Exchange Rates before relying on ARR and forecast totals.
  3. Configure Territories and Teams, then assign Roles.
  4. Set Quotas.
  5. Review the Data Quality Monitor and resolve flagged issues.
  6. Train models in ML/AI Configuration once you have enough historical data.

Troubleshooting

  • A page shows “Validating your subscription…”: configuration pages load asynchronously — allow a moment for data to appear.
  • Saved fiscal settings look wrong: the start day is automatically constrained to valid days for the chosen month; re-check the month and day, then save again.
  • Saving fiscal or currency settings fails: these are organisation-wide and need an owner or administrator.
  • Revenue totals leave some deals out: a currency is missing an exchange rate. See Reporting Currency & Exchange Rates.
  • An area shows “Not Set”: open the card to check its configuration directly — the page itself is the source of truth.