Time is a foundational dimension in Trade Promotion Management. Most organizations operate on standard Gregorian calendars (Jan 1 -- Dec 31), but many, like Ursa Major Solar, utilize Fiscal Calendars (e.g., Oct 1 -- Sept 30).

AStandard Calendarin Salesforce Consumer Goods Cloud is hard-coded to the Gregorian year. If UMS were to use this, 'Month 1' would always be January, which contradicts their business reality where 'Period 1' is October.

To support a Fiscal Year starting in October, the consultant must implement aCustom CalendarwithCustom Periods.

Custom Calendar:Defines the overall structure (Fiscal Year).

Custom Periods:Allows the administrator to explicitly define the start and end dates of every period. For example, 'Period 1, 2025' is defined as '2024-10-01 to 2024-10-31'.

This configuration ensures that when a KAM views a 'Year to Date' report or a monthly split in the P&L, the data aggregates correctly according to the company's financial reporting cycle.