Periods and fiscal years

Each plan pays on one period: monthly, quarterly, semiannual (halves) or annual. Attainment is measured per period, and so is payout.

• The workspace has a fiscal year start month (January by default). Fiscal years are named after the calendar year they start in, e.g. FY2026 = Feb 2026 – Jan 2027 when the year starts in February.
• People who start or leave mid-period get prorated quota, target and base, by day.
• Ramps and draws count months from the start date, whatever the plan's period.
• Draw and clawback balances carry across periods and years.
• Time zone: each workspace has one (set at sign-up from your browser, change it with update_workspace). It decides what "today" is, so a period ends at midnight where you are, not in UTC.
• Closed periods have ended. The current period is in progress and its numbers are provisional. Future periods show quota and target only.