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1. Accessing Goal Configuration Settings
Click on Settings under your profile icon to open the configuration panel for the goal
2. Navigating to the Goals Settings
After clicking on settings, you need to click on goals tab present under products settings
3. Accessing Goal Planning Year Settings
Click on Settings within the Goals section to change the goal planning year
4. View and Edit Goal Planning Year Details
After clicking on Settings, the goal planning year details will be displayed. This section shows:
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The month when the planning year starts
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The cycle division for each quarter
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The start and end dates for each month
By default, the planning year begins in January for all accounts. However, these details can be updated based on your organization’s requirements
5. Changing the Goal Planning Year
To change the goal planning year, select the month from which you want the planning year to begin. Use the dropdown menu to choose the month according to your requirement
6. Understanding Goal Cycle Division After Changing Planning Year
Once the goal planning year is changed, the cycle division will automatically adjust based on the new start month
In this case, we have selected February as the start month. So, the Annual Cycle will be February – January, and the quarters will be as follows: 1st Quarter: 1st Feb – 30th Apr 2nd Quarter: 1st May – 31st Jul 3rd Quarter: 1st Aug – 31st Oct 4th Quarter: 1st Nov – 31st Jan
The cycle divisions update automatically to reflect the new goal planning year
7. Save Your Changes
After changing the goal planning year, click on the Update button to save the changes
