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
61 Replies
New Member

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

New Contributor

@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.

New Contributor

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. 

Occasional Contributor

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

New Contributor

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

Regular Contributor

+1

New Contributor

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! 

Occasional Contributor

Agreed

Occasional Contributor

Please implement this Idea Hubspot

Regular Contributor

Still nothing from Hubspot on this Smiley Sad

Please implement this idea. Its so basic!

New Contributor

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

Visitor

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

Occasional Contributor

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

New Contributor

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. 

Regular Contributor | Diamond Partner
Regular Contributor | Diamond Partner

Absolutely critical for Enterprise clients (and frankly most clients)

New Contributor | Diamond Partner
New Contributor | Diamond Partner

Smiley Happy Please upvote x 100

Regular Contributor

Yes please! We really need this feature.

New Contributor

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

Regular Visitor

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

Visitor

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