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!

HubSpot updates
Status updated to: In Beta
Feb 10, 2021

This feature is now live in Beta

Status updated to: In Planning
Jan 6, 2021

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

128 Replies
Shiran
Participant | Diamond Partner

I have to say I'm quite disappointed with this Beta. This functionality has zero effect on contacts, so being able to only filer contacts by fiscal year was a major let down with the beta. This functionality is vital for reporting and really should have been implemented there first. Hopefully in the coming months this will be usable in reporting. 

jifchen
Member

You guys need to extend this setting to Report and Dashboard as well.  Such setting need to be made available and consistant throughout Hubspot where there's Date selection function.  It's no goo to just offer it in the CRM if it's not consistantly available in Deals, Report, Dashboard.... etc. Hope you will make this improvement soon.

LTiano
Member

These quarters needs to also be applied to the forecasting module. I am unable to forecast based on my fiscal year, even with the Beta allowing me to input my fiscal year as part of my configuration.

Forecasting by the enterprise FY quarter is important.

DWinterburn
Member

Hi,

 

So from what I can gather the reporting element is fixed but not the forecasting - within the forecasting section of the tool you can only still select calendar year; unless I am missing something?

 

Thanks,

jmacandrews
Participant

I just checked and this isn't available in reporting for me. Forecasting either. The only place I know of that the FY filters have been added is in the objects pages.

jifchen
Member

This came back from hubspot support:

I've done a check on this for you but currently, there are no roll-outs that extended this beta to Reports/Dashboard filters yet. This is something that the product team is reviewing but we do not have an announced timeline on it at the moment.

sales
Participant

LOL their response to @jifchen is annoying. This feature is essentially marginal without extending to Reports, Dashboards, and Forecasts. My expectation is that rolling it out to the rest of the product areas is complex and it's taking a lot of time to scope and schedule in a roadmap. I'm eagerly awaiting an announcement. 

VAPAR
Member

Q1 starts July 1 for us. The option to define fiscal quarters should be an out-of-the-box functionailty.

Pretty dissapointing. Common when the software vendor doesn't appreciate the problem from live experience.
Rgds - Mark