While we’re awaiting this important feature, has anyone come up with a workaround for quarterly reporting? Our fiscal year runs from November 1 to October 31.
I’ve done the following, but it still requires manual spreadsheet manipulation to chunk the info into the proper quarters. I’m using reports to forecast revenue for the year and by the quarter, and these are centered on the Deal’s Close Date.
In reports:
Change the reporting period to our fiscal year.
Set the frequency to monthly
Export the report data into a spreadsheet template that is prebuilt, with 2 extra columns that 1) designate the quarter the deal is set to close in, and 2) provide a total $$ for the quarter.
Anyone have any better suggestions?