Purpose
The purpose of this article is to provide Outreach Admins with information about how to configure their organization’s sales period length and fiscal year start month.
Intended Audience
- Outreach admins
Organization Settings
Choosing your organization’s sales period length and fiscal year start month is found within the Org info settings in the Outreach admin experience.
Outreach recommends you select the Fiscal Year start month and Sales period length, to match your CRM configuration, to ensure reporting consistency.
For the fiscal year start, an Outreach admin can select any month.
For sales period length, an Outreach admin can select 1 month or 3 months (representing a quarterly sales period).
The default setting for a new organization is a fiscal year starting in January and a sales period length of 3 months.
Where are these settings used?
- Forecasting rollup and Scenario planner experiences
- Pipeline reporting on the Pipeline Summary page and Pipeline Movement page
- This Quarter, Next Quarter close date filters on the Opportunity page
- Goals (e.g., Quota) start and end quarters and year
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