In Accountable CRM, our scoreboard tracking and activity reporting are based on a unique 90-Day Sales calendar. Instead of starting each quarter on the 1st day of the month (like January 1, April 1, July 1, or October 1), we begin tracking on the first Monday of each new quarter.
Why is this important?
This affects how your activity and loan production are tracked inside the platform. If a loan closes on July 1, for example, but the first Monday of the new quarter isn’t until July 3, that loan will still be recorded as part of the previous quarter's production.
What are the official 90-Day Sales start dates?
We follow this rule for every quarter:
Quarter | Traditional Start | Accountable Start (First Monday) |
Q1 | January 1 | First Monday in January |
Q2 | April 1 | First Monday in April |
Q3 | July 1 | First Monday in July |
Q4 | October 1 | First Monday in October |
✅ What this means for you:
Don’t be surprised if loans closing on the 1st of the month still reflect in the prior quarter’s totals.
All dashboards, KPI tracking, and progress reports inside Accountable follow this system.
This approach ensures a full working week to kick off your quarter with clear, consistent momentum.
Pro Tip:
If you’re ever unsure where a deal or activity falls, check the calendar or reach out to our support team. We’re here to help you stay on track — and accountable — every step of the way.