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.
Our organization's fiscal year is from July 1 to June 30, so the calendar function does not provide our Board with relevant information. Looking forward to seeing the fiscal year functionality. Thanks so much!
1. create a dropdown menu with your FY quarters in deals
2. create a dropdown menu with your FY in deals
3. create workflows that set the FY quarters and FYs based on the close date of the deal
It takes a bit of work and is not ideal but it allows us to report pipeline and sales against the FY.
Unfortunately with this method you can't build any reports against your sales targets. I would still prefer to have native functionality but I thought this work around may be a good temporary fix for some of you guys.
@TiphaineCuisset This idea was raised in 2017 - i think I've been following it since 2018!! It's a simple requirement and could easily have been dealt with in one of the reporting upgrades. It now has 210 votes but there will be thousands of users that would beneft from it. How many votes does it need before it becomes important enough to implement?
Fantastic to see this move to "In Planning" at last - it really shouldn't have taken so long for a company that prides itself on customer response - but thank you!
Is there a timeline for this coming into BETA? We've just entered our new financial year and want to make use of the forecasting and goals tools with the team. It's currently pointless without.
At the moment we've had to set up a horrible workflow that defines our fiscal year and quarter based on the close date - we then have to use that for all reporting which is less than ideal
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