The deal pipeline waterfall report only allows for calendar period (quarter/year) reporting. When will this sales reporting feature work for actual company sales periods?
Hey @DEdwards42, thank you for posting in our Community!
Currently, the deal pipeline waterfall report in HubSpot is based on calendar periods, and there isn’t a built-in option to customize it for fiscal periods. However, you can achieve this by adjusting your reporting through custom dashboards or leveraging external tools like Excel or BI platforms to align the data with your company’s fiscal calendar. I would highly recommend you to please post this idea at our ideas forum (here).
Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.
Kindly,
Pam
It’s completely nuts that you can’t set the Pipeline waterfall to reflect the fiscal year. It’s one filter parameter that most of the other sales analytics reports have. @PamCotton, is this a small adjustment on the release schedule for out-of-the-box capability? Many thanks!