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Configuration: 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
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Select Settings from the dropdown
2. Navigate to the Cycles Section
- Scroll down to find the Cycles panel
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Review performance from the current cycle
3. End the Current Cycle
- Click “End Cycle”
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Let the system process the cycle end
4. Start a New Cycle
- Enter the name (e.g., Q3 2025)
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Define the start and end dates
5. Configure Targets and Impact Drivers
- Reuse previous targets or set new ones per user
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Remove or adjust impact drivers as needed
6. Save the Cycle as Draft
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Use Draft Mode to review and refine before going live
7. Approve the Cycle
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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
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📩 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: