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
63 Replies
New Contributor

Yes please! We really need this feature for our clients.

Regular Contributor

This would be very helpful for reporting, rather than having to frequently change filters depeding on what I nee.

New Contributor

+1

we would love having this functionality...our year end isn't 12/31 and making custom quarterly reports is a very tiresome task