Dashboards & Reporting

FDeBiase
Member

Fiscal Year - Dashboard doesn't work

Hello everyone

 

I'm Francesco...

 

We have set the Fiscal Year on February-January according to our company.

 

I suppose that on HubSpot, Dashboard will show all the graphs accordingly.

 

But it still show Quarters starting on Jan-March... etc.

 

Any one knows how to fix this setting?

 

Thanks for your help

 

Francesxco

0 Upvotes
3 Replies 3
JBrunt
Participant

Fiscal Year - Dashboard doesn't work

Hi Franceso

 

I too have the same issue as you, and I've tried everything to find a solution!  I have definitely set the default year in the Account Defaults to our Fiscal year of October - Sept.... (as per Ben_M comment) but it is NOT carrying through to the dashboard, when analysing sales activities or deal info by the quarter? It automatically defaults back to calendar year quarters when you select "quarterly" as a frequency property? Anyone any solutions to this?

 

Thanks

Jude

0 Upvotes
FDeBiase
Member

Fiscal Year - Dashboard doesn't work

Hi, thank you for your reply, but...

I've already set it accordingly...

But dashboard still show quarters starting Jan-March, April-June... etc.

Instead Feb-April... etc.

So, it means that there in another hidden setting to apply.

Any idea?

Francesco

0 Upvotes
Ben_M
Key Advisor

Fiscal Year - Dashboard doesn't work

Settings --> Account Defaults --> Fiscal Year