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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
44件のコメント
bwest12
新メンバー

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

bwillems
新規投稿者

@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
新規投稿者

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
一般投稿者

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