Define our Fiscal Year / Quarters

HubSpot Ideas
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20

Would be so great if we could define the fiscal year in Account Settings.

Meanwhile, here’s another solution/workaround:

  1. Created a Deal Property called “Close Quarter” - or something similar - and make it a Dropdown Select.
  2. Add selections, eg., 2019 Q1, 2019 Q2, for the next 2 or so years.
  3. Create a workflow that automatically assigns the Close Quarter based on the Deal Close Date.
  4. Create a Custom Deal Report that draws from this field and set the Date Range for your Fiscal Year.