Define our Fiscal Year / Quarters

[Siddall]

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!

[Siddall]

Hey all, just want to give another update here.

 

I know there has been a need to have fiscal year filters avaiable more univerally in Reporting and we just released it on Single Object reports. We are working to make it available in Dashboard filters, but you can now use Fiscal Year based filters in many more places!

[Siddall]

Hi Everyone!

Rolling date ranges is now available on all date-based filters within the custom report builder.

When editing a date field during report visualization, you'll also now have an option to change the frequency through the lens of a custom fiscal year. By default, this option is checked off, making you have to opt in if this is how you want your data organized. For those who have not set up a custom fiscal year in their settings, fiscal year will default to January - December.

It is worth noting that frequency is disabled when an aggregation is in play, so using fiscal year will also be disabled as well.

Although it is not yet supported, in the coming weeks, rolling date ranges will also be coming to the "Event timestamp" within the filters section, whenever there is an event being reported on.

As always, thank you all for your feedback, and we hope these updates make your reporting that much easier and customizable!

[Siddall]

Hi everyone,

For clarification, this feature is available for all products and plans, however, our team is still working on making the feature available in reporting specifically. More information can be found on this product announcement. https://knowledge.hubspot.com/account/set-your-fiscal-year-in-hubspot

In the mean time, we appericiate your patience as we continue to build this feature out to work best for you. 

Thanks! 

[Siddall]

This feature is now live in Beta

[Siddall]

This feature is currently being worked on. We will update this post to "In Beta" when it is open for customers to start participating. 

[bwest12]

Please support this idea of having the ability to align with our fiscal year

[bwillems]

@hubspot we really need this. We should be able to configure fiscale year start and year end somewhere in the settings. Can't believe this is not a standard product feuture. Thanks.

[KellieM]

I've been able to use this with other CRMS and it seems like a basic concept.  We absoutley now need this, following a change to allign our sales/ financial years.  This could be a deal-breaker for us. 

[Rich97]

We need this functionality too. This is an obvious step for Hubspot to elevate the CRM system

[Abi2]

Hi HubSpot

Here's an idea - how about being able to set Financial Year dates in settings as part of Company set up so that Month to Date, Current Quarter, Next Quarter Reports and Pipelines do not need constant amendment as everything falls within the FY the company runs rather than the calendar one. Would help a lot as dashboard custom filters can't enable this.

Thanks

[schesley]

+1

[abasketfull]

Also agree. We need to be able to report on FY. Financial reports from Hubspot are becoming cumbersome because we have to export to excel and then tweak the report to report on FY Quarters. Please update functionality! 

[tiffany2002]

Agreed

[TerryB]

Please implement this Idea Hubspot

[davidrevis]

Still nothing from Hubspot on this 😞

Please implement this idea. Its so basic!

[amandanewman]

This would save me soooo much time when creating reports.... 

[rachelminshall]

Agreed! This is a standard option in most CRM's - should be the same in HubSpot. Please create!

[FBHB]

+ 1 from us. It would help us a lot too.

[Sam20]

This would be extremely helpful to our organisation as we run from May to April. I also use to work for a company that ran from July to June so customising would be very beneficial. 

[romi]

Absolutely critical for Enterprise clients (and frankly most clients)

[nznicko]

Please upvote x 100

[garinhess]

Yes please! We really need this feature.

[mhandford]

Yes please. We'd like to define our financial year and use reports that recognise it.

[AndyUK]

Disappointing to not have a single reply from Hubspot for over two years worth of posts on this topic.

[WillCorlass]

Totally agree. This seems like a fairly basic capability that any organisation in the world would require to carry out simple quarterly reporting.