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Set up your workspace name, timezone and periods

These settings apply to everyone in your workspace. Only admins can change them.

Where to start: Settings → General. The page has three tabs: General, Period Preferences and Danger Zone.

Rename your workspace or fix the timezone​

  1. Go to Settings → General → General.
  2. Edit Workspace name — this is how your workspace shows up across Lokom. It is pre-filled from your Pipedrive company name at sign-up.
  3. Pick your Timezone.
  4. Click Save changes.

Expected result: Changes saved.

Timezone decides where a deal lands

The timezone doesn't only format dates — it determines period boundaries. A deal closed late on the last day of the month can fall into a different period if the timezone is wrong. Set it correctly before your first close, not after.

Set your commission calendar​

Where to start: Settings → General → Period Preferences.

A period is the window Lokom groups deals into — usually a month. This is not your payroll date; it's the measurement window.

The page runs top to bottom as Step 1 → Step 2 · Details → Step 3, then a Preview and a Review & save block.

Step 1 — Commission calendar​

TypeWhat it does
MonthlyOne period per calendar or fiscal month
QuarterlyThree-month periods, aligned to your fiscal quarter
CustomYou define every period's exact date range yourself

Step 2 · Details — how periods begin​

If you chose Monthly, pick when each period begins:

  • 1st of the month (calendar) — the ordinary case.
  • A specific day (fiscal month) — e.g. periods start on day 26. Short months clamp to their last day; Lokom warns you about this.

If you chose Custom, add each range with a name, start date and end date.

  • Ranges must not overlap or leave gaps, and must start today or later.
  • Maximum 24 ranges. Use Generate next N periods to extend from your last range instead of typing each one.
  • Period names must be unique — the field tells you available or taken as you type.

Step 3 — Period close​

"When a period locks after it ends. Until it closes, late deals can still land in it." This step is global — it applies whichever calendar shape you chose.

  • Automatically, N days after the period ends (a grace window for late deals). Use the + / − stepper to set the grace days.
  • Manually — "Periods stay open until you close them yourself."

Preview — check it says what you meant​

"A quick check that the calendar matches what you meant — not a full grid." On a fiscal month you get a description rather than dates, because the exact dates shift each month.

Review & save — the impact block​

Lokom shows an Applies from date and tells you what will change. Save with Save Settings.

  • "Safe to save" — the change only affects periods created on or after that date. History is untouched.
  • "Applies inside the current period" — your open period is unchanged. A change can never alter a period that is already running; the new settings start at the next one.
  • "New ranges will overlap your open period" — you're defining custom ranges that overlap a period that's already open. Deals in the overlap could land in either period. Review carefully before confirming.

Expected result: Saved. Your changes apply to periods created on or after <date>.

Watch for: if you edit for a long time and the next period ticks over, Lokom shows "The next period advanced while you were editing" and asks you to review and save again.

If you see a coverage warning​

WarningMeaningFix
Coverage running outYour defined ranges are about to endAdd the next range
No open period — "N deals are waiting for attribution"No period is open, so closing deals can't be attributed to anyoneDefine a period immediately

Deals are not lost while there's no open period, but they cannot be paid until one exists.

Danger Zone​

The third tab holds two irreversible-ish actions:

  • Download your data — a full export.
  • Delete workspace — permanent, after a 14-day grace period.

Both are covered in Download your data or delete your workspace.