4-4-5 Fiscal Calendar Report
Analyze your business in 4-4-5 fiscal periods with prior-year comparison.
Overview
Analyze your business using 4-4-5 fiscal periods instead of calendar months. Access from Dashboard > Reports > Fiscal.
The fiscal year is divided into 12 periods across 4 quarters, following a 4-week, 4-week, 5-week pattern within each quarter. This is the standard retail-finance calendar used by many multi-week-aware operations.
This page documents how every metric is calculated. For shared rules, see How report calculations work.
What this report counts
- Bookings counted: Confirmed and Pending. Draft and Canceled excluded.
- Revenue formula: business revenue =
GrandTotal − TipAmount. - Date axis: bookings filtered and bucketed into fiscal periods by
booking creation date (
CreatedAt).
Configuration
Set the fiscal-calendar configuration in Settings > Location > Fiscal Calendar:
- Fiscal Start Date — the calendar date your fiscal year begins. The 4-4-5 grid is anchored to this date.
- Fiscal Start Year — the fiscal year label for the start date.
The fiscal start month and the optional prior-year comparison are set at request time on the report itself.
Period structure
Each fiscal year contains 12 periods organized into 4 quarters:
- Q1: Period 1 (4 weeks), Period 2 (4 weeks), Period 3 (5 weeks)
- Q2: Period 4 (4 weeks), Period 5 (4 weeks), Period 6 (5 weeks)
- Q3: Period 7 (4 weeks), Period 8 (4 weeks), Period 9 (5 weeks)
- Q4: Period 10 (4 weeks), Period 11 (4 weeks), Period 12 (5 weeks)
53rd-week years: every 5-6 years the fiscal calendar accumulates a 53rd week. The report handles this automatically by extending the final period.
Fiscal Periods
For each period in the selected fiscal year:
| Data Point | What it is |
|---|---|
| Period | Period number (1–12) and label |
| Quarter | Q1–Q4 |
| Weeks | Number of weeks (4 or 5; or 6 in the 53rd-week period) |
| Start / End | Calendar dates the period covers |
| Revenue | Sum of GrandTotal − TipAmount for recognized bookings created in this period |
| Booking Count | Count of recognized bookings created in this period |
| Previous Year Revenue | Same metric for the equivalent period in the prior fiscal year (when comparison is enabled) |
| Previous Year Booking Count | Same for prior year |
| Revenue Growth % | (current − previous) / previous × 100 |
| Booking Growth % | Same shape |
Quarter Summaries
Aggregates the four periods that make up each quarter:
- Quarter Revenue — sum of period revenues in this quarter
- Quarter Booking Count — sum of period booking counts
- Previous Year Revenue — same for the prior fiscal year's matching quarter
- Growth % — quarter-on-quarter year-over-year
Year Summary
- Current year total revenue — sum across all 12 periods
- Current year total bookings — sum across all 12 periods
- Previous year total revenue and bookings — same for the prior year
- Year-over-year growth percentages
Filters
- Fiscal year — which fiscal year to report on (defaults to current).
- Fiscal start month — the calendar month your fiscal year begins.
- Include comparison — toggle prior-year columns on or off.
- Activities — narrow to specific activities.
Date axis
Every metric on this report filters by Booking.CreatedAt. Prior-year
comparison reuses the same axis, shifted by one fiscal year.
When to use this
Use the fiscal report when you need:
- Retail-finance-style reporting with consistent 4-4-5 weekly comparisons across years (each period contains the same number of weeks in every year, unlike calendar months which vary in length).
- Year-over-year analysis with prior-period comparison built in.
- Multi-period planning based on consistent operational windows rather than the varying lengths of calendar months.
If you don't already report against a fiscal calendar, the Revenue Report is usually simpler.