How to change the Deals' fiscal year after changing in the account defaults

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Dear HubSpot community,

I would like to know your suggestions and ideas.

My client’s HubSpot account’s fiscal year has been changed from January–December to April–March.

The client would like clarification on the following:

1. Is it possible to update all Deals in the Gantt chart view in the Deal Index page view to reflect the April–March fiscal year instead of January–December?

2. Is it possible to update how Deals are displayed in reports so they also follow the April–March fiscal year instead of January–December?

Thank you so much!

2

Hey @YeSithu - thanks for posting in the Community!
In regards to setting your fiscal year within HubSpot, I managed to find this knowledge base article that details how this is possible. It is available with all products and plans, so you should be able to set that without issue.
In regards to the reporting aspect, I’d like to tag in a few experts to see what context they may have! @karstenkoehler, @Mike_Eastwood, and @franksteiner79 - any insight here?
Shane, Senior Community Moderator

3

Hello @STierney ,

Thank you for the HubSpot documentation and mentioning the HubSpot experts. Really appreciate it!

4

Hi @YeSithu,

Happy to help here!

  1. As of now, no, not that I know of. You could request this in the ideas section of the community. https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas
  2. Yes, see the screenshot below:

karstenkoehler_0-1767675413508.png
karstenkoehler_0-1767675413508.png764×968 104 KB

Best regards!

5

Hello @karstenkoehler ,

Thank you so much for your suggestion!