Define our Fiscal Year / Quarters

We have a lot of very nice "This Quarter", "Last Quarter", "Next Quarter" filter functionality in HubSpot CRM....buuuuut, if your Company's Fiscal Year is not the same as the Calendar Year (as many are not), this "Quarter" filter functionality is not valid, and actually becomes misleading (or at best unneeded / unusable clutter in your filters).  You then must go to the "Custom Date Range" filtering functionality to obtain the correct date range.

 

It would be helpful and less misleading to have a Setting to define the organization's Fiscal Year.  Canned "Quarter" filters would fall inline correctly from there.

 

Thanks!

HubSpot updates
38 Replies
schesley
Occasional Contributor

plus 1 this our year is ALSO not Jan 1 to Dec 31... whats the number of comments or thumbs up that gets hubspot to take notice of requests like this?

PAFA
New Contributor

Another vote for this - an easy coding issue to resolve!

JakeReni
New Contributor

As many have mentioned before me, this is a common scenario and not having this as a standard reporting feature creates a lot of headache for building reports and dashboards. Please resolve this.

JohnG2019
Occasional Contributor

Totally agree.

 

This anaylsis is key to any business feeding back forecast info that will be used for planning

Calendar year and quarters only give so much of the picture.

 

At the moment i have a workaorund to this by manipulating deal data epxort in excel with various formulas and pivot tables.

If this was native in HubSpot that would be even better.

Siddall
Top Contributor

My "Year #2 Check-In" on this one.  Bueller?

schesley
Occasional Contributor

@Siddall hahaha but seriously adding my +1 again why isnt custom date range already here!

MattPutt
Regular Contributor

Has anyone found a way of fixing this yet? Surely it's a simple fix for @HubSpot to implement? We are delaying further investment until we know this issue will be resolved, and our directors are now asking us to look at other options.

RadialPathMO
New Contributor

This is a fundamental requirement for any CRM given the variation in fiscal years across many of our customers. I believe that it would be to HubSpot's benefit to sort this out as a priority as it can often be a dealbreaker for sales teams.

Philip_Perivan
New Member

I'm new to Hubspot, and am seaching for this feature... It appears it's not been applied / thought about?

nlauricella
New Contributor

We need this! Our fiscal year is not standard. This would make reporting in HubSpot so much better!