Quarter-to-Date (QTD) Article

Quarter-to-Date (QTD) Article

Quarter-to-Date (QTD) is a relative term referring to the sum of values within each respective quarter of your fiscal year. The values will reset to zero at each quarter end.


Quarter 1) Fiscal Period 1 - Period 3

Quarter 2) Fiscal Period 4 - Period 6

Quarter 3) Fiscal Period 7 - Period 9

Quarter 4) Fiscal Period 10 - Period 12


For example: 

1) If the fiscal year runs from January to December, by reporting on QTD data in August, the data will include information from July and August (QTD - Quarter 3 only).

2) If the fiscal runs from July to June, by reporting on YTD data in May, the data will include information from April and May (QTD - Quarter 4 only).



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