HubSpot Ideas


Add fiscal year filter to dashboard filters

For companies that do not use the traditional quarters, fiscal year filter comes in handy for costum reports. Unfortunality, this filter is unavailable for the dashboard, and it will make our lives much easier if added.


4 Replies

Agreed! If the point of this system is to provide our company with useful data, then it needs to be aligned to how our company manages our finances!

Participant | Platinum Partner

As a HS  Partner that provides integrations and onboarding, we also find the fiscal year feature helpful with a big But. There's just a few places in HS that the fiscal year capability is missing and we always stumble on them. An audit from HS to finish this offering would be really helpful.


Fiscal years are the only data we really report on and it seems like many other companies would need this built in to all date selectors as well. Please consider adding this functionality.


Absolutely, I couldn't agree more with everyone's comments here. The fiscal year filter is an essential tool for companies that don't follow the traditional quarters. Having this filter available for custom reports is already a step in the right direction, but it's crucial that it gets extended to the dashboard as well.

Aligning the system with how our company manages finances is not just a convenience; it's a necessity. It ensures that the data provided is relevant and tailored to our specific needs, making it much easier for us to make informed decisions.

Helping out organization be more data informed was a big reason we selected HS. Considering the widespread need for this functionality, I hope the development team seriously considers implementing it across the board.