Many companies have a fiscal year end that does not align with the calendar year. Visible's Fiscal Year End setting lets you define a company's fiscal year end at the company level so that quarterly periods are calculated accurately across the product. Once set, features like Requests, AI Inbox, Dashboards, Tear Sheets, Reports, and Benchmarks will reflect a company's fiscal quarters rather than assuming a December 31 year end.

This article is organized into the following sections:

How Fiscal Year End Works
Setting a Fiscal Year End
Where Fiscal Year End is Applied
Choosing Between Fiscal and Calendar Periods

How Fiscal Year End works

By default, every company in Visible is standardized to follow a December 31 fiscal year end. When you set a different fiscal year end, Visible recalculates the quarterly periods for that company based on the month its fiscal year closes.

The table below shows how each quarter end maps to a given fiscal year end:

Fiscal Year End	Q1 End	Q2 End	Q3 End	Q4 End
Jan 31	Apr 30	Jul 31	Oct 31	Jan 31
Feb 28	May 31	Aug 31	Nov 30	Feb 28
Mar 31	Jun 30	Sep 30	Dec 31	Mar 31
Apr 30	Jul 31	Oct 31	Jan 31	Apr 30
May 31	Aug 31	Nov 30	Feb 28	May 31
Jun 30	Sep 30	Dec 31	Mar 31	Jun 30
Jul 31	Oct 31	Jan 31	Apr 30	Jul 31
Aug 31	Nov 30	Feb 28	May 31	Aug 31
Sep 30	Dec 31	Mar 31	Jun 30	Sep 30
Oct 31	Jan 31	Apr 30	Jul 31	Oct 31
Nov 30	Feb 28	May 31	Aug 31	Nov 30
Dec 31	Mar 31	Jun 30	Sep 30	Dec 31

A couple of things to keep in mind:

Leaving the Fiscal Year End blank preserves calendar year behavior. If a company has no fiscal year end set, nothing changes and the company continues to use standard calendar quarters (January through December).
Existing data is not retroactively remapped. Setting a fiscal year end does not migrate or restate historical data. Going forward, new Requests, AI Inbox parsing, Dashboards, and Reports will reflect the correct fiscal periods.

Setting a Fiscal Year End

Step One: Navigate to the company & click the three dots near the company's name. Then, click Edit company. Next, locate the Fiscal Year End field.

Open the portfolio company you want to update, click the three dots, and select Edit company from the drop down. Then, find the Fiscal Year End field in the company settings.

Step Two: Select the month the company's fiscal year ends, then click Change fiscal year end.

Choose the appropriate fiscal year end month from the dropdown and click Save. Visible will use this setting to calculate the company's fiscal quarters across the product.

Where Fiscal Year End is applied

Once a Fiscal Year End is set, it carries through the various features of Visible that rely on quarterly periods.

Requests

When quarterly data is used in a Request, the metric periods are based on the company's fiscal year end. For example, if a company has a March 31 fiscal year end and a Request has a due date of April 30, 2027, the period shown would be Q4 2027.

AI Inbox

When parsing incoming data, the AI Inbox uses the company's fiscal year end to assign data to the correct fiscal quarter rather than defaulting to calendar quarters.

Dashboards & Tear Sheets

Display period options in chart and table settings follow fiscal year quarters by default. For example, "current quarter" reflects the current fiscal quarter, and "last quarter" reflects the last fiscal quarter. You can still choose to chart data based on calendar periods if you prefer.

Reports

When using quarterly data in Reports, periods are based on fiscal periods. For example, "previous period" looks to the most recently completed fiscal quarter. You can also select calendar periods where needed.

Benchmark Dashboards

Data displayed in Benchmark Dashboards is based on the company's fiscal quarters.

Choosing between fiscal and calendar periods

Some metrics are better tracked on a calendar year basis rather than a fiscal one. For example, metrics like "total invested" or "company value" are often tracked on a calendar year regardless of a company's fiscal year end.

To support this, you can set a period basis at the metric level. By default this follows the fiscal year periods defined in the company settings, but you can switch an individual metric to follow calendar year periods instead.