Fiscal Years Settings and Reporting Sales Numbers RRS feed

  • Question

  • I have our fiscal settings set to Quarterly starting 12/21/xxxx. Our Months go from the 21st of the month to the 20th of the next month. This seems to cause problems when reporting sales numbers for each month. It doesn't seem like adjusting the fiscal year dates changes how the CRM reports on "by month". When I set up a chart to show Opportunity sales for the year the numbers are off. Is there anyway I can adjust the CRM so that February, for example, is January 21 - February 20, and etc for the other months?

    I thought adjusting the fiscal year to start on the 21st would then adjust the months in the CRM but I don't think it does. Perhaps adjusting the the fiscal year to be months instead of quarters would do this? But then all of our sales quotas and goals are by quarter so that would break all the goals we have set up in the system correct?

    Thanks for any help.

    Monday, February 3, 2014 6:03 PM