Define our Fiscal Year / Quarters

Totally agree. This seems like a fairly basic capability that any organisation in the world would require to carry out simple quarterly reporting.

Yes please! We really need this feature for our clients.

This would be very helpful for reporting, rather than having to frequently change filters depeding on what I nee.

+1

we would love having this functionality…our year end isn’t 12/31 and making custom quarterly reports is a very tiresome task

We also need this function for reporting. Looking forward to HubSpot updating this feature.

In 20 years of managing CRMs I have never seen one where you cannot manage your fiscal year dates (worked with Goldmine, Act, Maximizer, MS CRM, Sugar and Salesforce), and a majority of businesses’ fiscal years do not match with calendar year. That is a huge, core oversight.

It’s about time already HubSpot :wink: Our clients ask for it all the time.

Yes please!!

Yes this would be great.

100% agree with this request. It’s very confusing for the business to talk in terms of FY and then have your CRM reports not align.

+1

I don’t understand why such a common a highly requested feature is not available yet.

Totally agree with this suggestion (and most reply suggestions). A few comments from me;

  • This functionality is a requirement for most organisations around the globe. When most company reports (invoicing, inventory etc) are based on fiscal/financial year or fiscal/financial periods (Q1-Q4), how confusing is it to have your sales report not match.

  • Under “Account & Billing” settings, an option to set the default fiscal/financial year for the CRM portal would be great. This date period then pulls through to the “yearly” option in report filters.

  • All default reports in the “Dashboard Library” to default to fiscal/financial period.

Yes! This is such a simple ask - and looks like it’s been asked for years. Please allow for this!

Bumping this up! Leadership moving onto spreadsheets because of this. Urgently needed this feature.

This is definitely something we are also interested in as our financial year does not follow the calendar quarter either!

Oh my! It’s been 3 years since this was requested. Hopefully we can get this implemented soon! I agree, it’s incredibly important to have this functionality.

Upvoting on behalf of a customer!

Use case: company’s fiscal quarters end in Jan, Apr, Jul & Oct, rather than the predefined quarters in HubSpot (Mar, Jun, Sep, Dec). So it would hugely beneficial if customers could update the “Snapshot frequency” options for reports to reflect the fiscal calendar that they use.

This would be really useful for us too.

For instance, our sales commission periods are from the third week in one month to the third week in the next.

Of course, we can create a custom time period, but this is a static, one off event and not active.

Having the ability to report on custom time frames that are outside of the standard HS parameters is essential!

Definitely the whole filtering on reporting needs to be more intuitive, it would be worth looking at Workbooks reporting and their use of and/OR and filtering mechanisms to improve Hubspot user experience.

Yep, we are also in need of this. The new reporting beta (sept 2020) would be a great place to slot this feature in.