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Setting your fiscal year

Learn how to set your fiscal year in Coffee to ensure accurate reporting periods and deal forecasting across your workspace.

Set when your fiscal year begins to align your reporting periods and deal forecasting with your business cycle.

  1. Click on Settings in the navigation menu.

  2. Select Deals from the sidebar.

  3. Click on Fiscal Year.

  4. Select the month and day your fiscal year starts.

  5. Your changes will save automatically.

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