Fiscal year settings let your organisation configure Zoho CRM's fiscal cycle to match your own financial year, rather than the calendar year. Once set, fiscal quarters roll up automatically based on your chosen start month. By default, Zoho CRM's fiscal start month is set to January.
How to change the fiscal year
- Log in as an administrator. You'll need Administrator privileges in Zoho CRM.
- Open Fiscal Year settings. Go to Setup, then General, then Company Settings, then Fiscal Year.
- Choose your start month. Select the Fiscal Start Month from the drop-down list.
- Choose how the year is named. Select whether the fiscal year should be named based on its Start Month or its End Month. For example, if your fiscal year runs April 2025 to March 2026, naming it by start month calls it 2025, while naming it by end month calls it 2026.
- Save. Click Save.
Important: Changing the Fiscal Start Month affects both new and existing Forecast records, and also affects how Financial Year and Financial Quarter are calculated throughout your Reports and Dashboards. This isn't a change to make casually once you have live forecast data.
Beyond a standard 12-month fiscal year
Zoho CRM also supports Custom Fiscal Year formats, for organisations that need something more uniform than calendar months, such as a 52-week fiscal year. On the same Fiscal Year page, you can choose Custom Fiscal Year instead of Standard Fiscal Year, and pick from several widely used 52-week formats, such as 4-5-4, 3-3-4-3, 3-4-3-3, or 4-3-3-3, where the numbers represent how many periods fall in each quarter. You also set a precise start date to align this to your organisation's own calendar, and can preview the resulting periods, quarters, and weeks visually before committing.
Need help? 1 Cloud Consultants can help you set up the right fiscal year structure for your business, including custom 52-week formats, and understand the impact on your existing forecasts and reports.
Book a discovery call with 1 Cloud Consultants.