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.
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!
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!
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.
In 20 years of managing CRMs I have never seen one where you cannot manage your fiscal year dates (worked with Goldmine, Act, Maximizer, MS CRM, Sugar and Salesforce), and a majority of businesses' fiscal years do not match with calendar year. That is a huge, core oversight.
Totally agree with this suggestion (and most reply suggestions). A few comments from me;
This functionality is a requirement for most organisations around the globe. When most company reports (invoicing, inventory etc) are based on fiscal/financial year or fiscal/financial periods (Q1-Q4), how confusing is it to have your sales report not match.
Under "Account & Billing" settings, an option to set the default fiscal/financial year for the CRM portal would be great. This date period then pulls through to the "yearly" option in report filters.
All default reports in the "Dashboard Library" to default to fiscal/financial period.
Oh my! It's been 3 years since this was requested. Hopefully we can get this implemented soon! I agree, it's incredibly important to have this functionality.
Use case: company's fiscal quarters end in Jan, Apr, Jul & Oct, rather than the predefined quarters in HubSpot (Mar, Jun, Sep, Dec). So it would hugely beneficial if customers could update the "Snapshot frequency" options for reports to reflect the fiscal calendar that they use.
Definitely the whole filtering on reporting needs to be more intuitive, it would be worth looking at Workbooks reporting and their use of and/OR and filtering mechanisms to improve Hubspot user experience.