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Cycles
How to End and Start a New Cycle in ImpactPilot
This guide walks you through the steps to properly end a cycle and begin a new one in the ImpactPilot app. Cycles are typically quarterly and used for tracking impact and leaderboard performance.
✅ What Is a Cycle?
A cycle is a defined time period (e.g., Q2 2025) used to:
- Track points and leaderboard performance
- Evaluate account impact
- Set individual and team targets
Watch: What is a Cycle (00:12)
🔧 Step-by-Step Instructions
1. Access the Settings Page
- Go to app.impactpilot.io
- Click your name in the top-right corner
Select Settings from the dropdown
2. Navigate to the Cycles Section
- Scroll down to find the Cycles panel
Review performance from the current cycle
3. End the Current Cycle
- Click “End Cycle”
Let the system process the cycle end
4. Start a New Cycle
- Enter the name (e.g., Q3 2025)
Define the start and end dates
5. Configure Targets and Impact Drivers
- Reuse previous targets or set new ones per user
Remove or adjust impact drivers as needed
6. Save the Cycle as Draft
Use Draft Mode to review and refine before going live
7. Approve the Cycle
Once everything looks good, click Approve to make it active
8. Check Your Inbox
You’ll receive two emails:
- 📩 A summary of the previous cycle’s results
📩 Confirmation of the new cycle and target overview
⚠️ Before You Approve
- Double-check your targets and impact drivers
- Use Draft Mode to make sure everything is set correctly
💡 Tips
- Take notes before ending the current cycle to prepare for the next
- Draft mode lets you avoid rushed decisions during cycle creation
📽️ Full Video Walkthrough: