Impact on quotas by Custom Fiscal Year

Hi @Rose Parker, Well, below are the considerations and the best examples, we should be very careful on enabling custom fiscal years, check point no: 3

Considerations for Enabling Custom Fiscal Years  

Before enabling custom fiscal years, consider these key points.

• After you enable custom fiscal years, you can’t disable the feature. However, to revert to standard fiscal years, you can define custom fiscal years that follow the same Gregorian calendar structure as the Salesforce standard fiscal years.
• Fiscal year definitions are not automatically created. Define a custom fiscal year for each year you do business.
• Enabling or defining custom fiscal years impacts your forecasts, reports, and quotas.
  • When you define the first custom fiscal year, all existing forecasts, forecast history, and forecast adjustments from the year’s first period forward are deleted. Forecasts for periods before the first custom fiscal year are not deleted and can be accessed as usual.
  • When you define a new custom fiscal year, any existing forecasts, forecast history, forecast adjustments, and quotas for the corresponding standard fiscal year are lost.
• You can’t use fiscal period columns in opportunity, opportunity with product, or opportunity with schedule reports.
• Opportunity list views don’t include a fiscal period column.
• When custom fiscal years are enabled, you can't use the FISCAL_MONTH(), FISCAL_QUARTER(), or FISCAL_YEAR() date functions in SOQL.