When you view your Tracker, you’ll default to viewing calendar years (January 1 - December 31). If your organization or your client's organization uses a different fiscal year, however, you can update your fiscal years on Instrumentl to reflect this.
How nonprofit accounts can customize fiscal years
Navigate to the bottom left of your screen and click Account > Organization Profile.
Select the correct fiscal year from the dropdown.
3. Click Save and Exit.
How consultant accounts can customize fiscal years
Navigate to the bottom left of your screen and click Account > Client Profiles.
Either click the pencil icon to edit a Client Profile, or click +Add a Profile to create a Client Profile.
Select the correct fiscal year from the dropdown.
4. Click Save and Exit.
Having your Instrumentl account correctly display your organization's fiscal year is vital to ensure your opportunities are organized in your Tracker correctly. Customizing your fiscal years also determines how opportunities are organized when you download a report.
Contact Us 
Reach out to our friendly support team if you have any questions about using this feature. Message us via the chat bubble when you're logged in, or email us at hello@instrumentl.com.