Close a Period

Description

When you define sales targets for a period, their stats will be automatically updated periodically in the background. As this can be a time-consuming process, we recommend that you close periods once they have passed and no further commissions are going to be posted. Locking will stop updating its stats (and thus improve general performance), and will also prevent users from updating any data related to the period (milestones, targets, ...).

Note

Closed periods can be reopened again by clicking on the Reopen Period action, that will be shown instead of the Close Period action, when a period is closed.