1. Archive your data. We recommend running your weekly or monthly data export before setting the fiscal year, because changing the setting affects your opportunity and forecast data.
2. From Setup, enter Fiscal Year in the Quick Find box, then select Fiscal Year.
3. Choose a Forecast Period of monthly or quarterly depending on your forecasting cycle. The month or quarter start date is based on Greenwich Mean Time (GMT). The forecast period you choose determines the time increment your company uses for quotas and forecasts. If you choose monthly, you can still see totals by quarters but, if you choose quarterly, monthly forecast totals are not available.
4. Choose a Fiscal Year Start Month that represents the beginning of your fiscal year.
5. Select a Fiscal year is based on option that represents how your company refers to a fiscal year. For example, if your fiscal year starts in April 2015 and ends in March 2016 and is called Fiscal Year 2016, choose The ending month. The last month determines how your company refers to that fiscal year.
6. If you want to change the fiscal year settings of forecasts created before you enabled customizable forecasts, select Apply to all forecasts and quotas. This option changes your historical forecast data.
7. Click Save.