# Close out a quarter or time period

End-of-quarter steps: refresh tracked values, score your goals, carry goals forward into the next period, and make it current.

At the end of a quarter, score what you finished and move the rest into the next period. Your history stays in the old period.

## Close out a period {#steps}

1. **Refresh tracked values**: On each auto-tracked goal, click the refresh icon on its connection to read the latest value. See [How often it updates](https://help.brev.io/auto-track-a-goal/#refresh).
2. **Score each goal**: Check in with **Completed**, pick the score, and write what happened in the same check-in. See [Score a goal](https://help.brev.io/score-a-goal/).
3. **Clone the goals you carry forward**: Select them, stage the next **Time period** in the toolbar, flip **Clone**, and click **Clone…**. See [Clone a goal](https://help.brev.io/clone-a-goal/).
4. **Make the next period current**: An admin who can manage time periods sets the new period as Current. See [Roll over to a new time period](https://help.brev.io/roll-over-time-periods/).

![The floating bar for selected goals, with Time period, Clone and Apply.](https://help.brev.io/doc-assets/screenshots/goals-list-bulk-actions.png)

> **Tip: Success check**
>
> Scored goals leave Check in. The copies show in the next period's views with no check-ins.

- Scored goals stay in the old period's views. Set the Status filter to Completed to list them.
- Score parents yourself too. A parent's score is not calculated from its sub-goals; only progress rolls up.

To review a past quarter later, pick it in a view's time period filter. See [Views](https://help.brev.io/views-default/#filter-time-period).

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Use Brev from Claude, ChatGPT or Cursor with the Brev MCP server, https://mcp.brev.io/mcp: [set it up](https://help.brev.io/connect-ai-assistant/).