1. Open the Company Profile page
Click Company Profile to access your organization settings.
This is where you manage the core details for your company profile.
2. Update your organization details
Edit key company information as needed:
Company name
Company domain
Industry
Website
Time zone
Fiscal year start month
Keeping these details current helps ensure your profile is accurate.
3. Set your fiscal year start month
Choose the month your fiscal year begins.
This setting determines how your annual and quarterly forecast periods are anchored.
4. Export organization data
Click the Export Data button to download your organization’s data.
You can export:
Outcome data
Engagement data
The export is provided as a CSV file.