---
title: "Fiscal planning"
slug: "fiscal-planning"
updated: 2026-09-24T02:51:19Z
published: 2026-09-24T02:51:19Z
canonical: "docs.quantivly.com/fiscal-planning"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quantivly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Fiscal planning

**Settings › Fiscal planning** holds the definition of your organization's fiscal year and the annual exam-volume goals measured against it. They live on one page because the goal and the calendar it is measured against have to agree.

Open it from **Settings**, then switch the scope selector to **Global**..

## Fiscal calendar

How your organization's fiscal year is defined. Quarters, year-to-date metrics, and reporting periods all align to it.

| Field | What it sets |
| --- | --- |
| **Fiscal year start** | The month your fiscal year begins |
| **Fiscal year label** | Which calendar year names the fiscal year — the **Start year** or the **End year** |

A summary line below the fields states the result in full, for example: *Your fiscal year runs Oct 1, 2025 → Sep 30, 2026, labeled FY2026.*

If your fiscal year doesn't start in January, April, July or October, quarterly views use calendar quarters (Q1 = Jan–Mar) rather than fiscal ones, and the card says so.

### This field is managed by Quantivly

The fiscal calendar is **read-only for customer accounts**, and the card carries a **Managed by Quantivly** badge saying so. Changing it re-cuts every quarter, year-to-date metric and reporting period your organization has, and re-labels volume targets already stored against a fiscal-year number — so only your Quantivly team can change it.

The summary line ends with the same advice: *To change your fiscal calendar, contact your Quantivly team.*

### Fiscal-year date shortcuts

Once your fiscal year is set, the **Slot Optimization** date picker offers **This fiscal year** and **Previous fiscal year** quick ranges that resolve against it rather than against the January–December calendar year. If no fiscal year has been configured, both fall back to a January start.

## Volume target

Annual exam-volume goals by modality. These drive the goal line on the **Fiscal year volume outlook** chart on the [Overview](https://docs.quantivly.com/docs/overview) page.

Editing volume targets requires the **Manage volume targets** capability. Without it you see the grid as read-only, behind a view-only banner. See [Role capabilities reference](https://docs.quantivly.com/docs/role-capabilities).

### How the grid works

Pick a modality, then enter a target per fiscal year. The grid offers **the current fiscal year and the next one** — fiscal years that have already ended are not shown, because nothing reads a target for a closed year. Columns are labelled with the convention set on the Fiscal calendar card above.

- **Org-wide target** — the goal for the whole organization for that fiscal year.
- **Per-facility rows** — appear when you select **Show facility breakdown**. Use **Add facility** to bring a site into the grid.
- **Other facilities** — a computed row, marked **AUTO**. It is the org-wide target minus everything you have allocated to named facilities, so you can see at a glance how much of the org-wide goal is still unassigned.

Targets are whole, non-negative numbers. Leave a cell empty to leave that target unset.

Because **Other facilities** is a remainder, over-allocating named facilities beyond the org-wide target makes it go negative and turn red — a signal that the parts now exceed the whole, not an error the page blocks.

Select **Save** when you are done. A confirmation toast reads *Volume targets saved.*

## Volume before Quantivly

A third card records, for each modality, how much volume your organization did earlier in this fiscal year, before Quantivly started measuring it: the **Last day not measured** and the **Exams in that period**.

It exists so the Overview's fiscal-year outlook stays honest for a site that came on board part-way through a fiscal year. Without it, the months before Quantivly had data would read as zero volume and drag the projection down.

Like the fiscal calendar, this card is **managed by Quantivly** and carries the same badge — it asserts measured history rather than a goal you choose, so it is not a customer setting. You can see the values; to correct them, contact your Quantivly team.