HubSpot Ideas

kcgarvin

Forecast Date Range- Custom for Fiscal Year

Would be helpful to be able to filter the date ranges on the forecast feature in a custom range. For instance, we run on a fiscal year July1- June 30. And now, as it stands we can not forecast on this date range. 

HubSpotからのアップデート
ステータスに更新: In Beta
October 25, 2022 08:55 AM

Hey HubSpot Community, 

 

Thank you for the feedback. 

 

The team is running a beta that allows you to manage goals and forecast based on your fiscal year. If you'd like to participate in the beta, please fill out this form.

 

Thank you for making HubSpot CRM a better tool. 

ステータスに更新: Being Reviewed
June 02, 2021 07:09 AM

Hi all, 

 

The product team is looking at this now and hope to have it available soon.

 

Best,

Lars

64件のコメント
RFerreira7
メンバー

Without this, Hubspot is useless for forecasting for those not a on calendar year fiscal. Why is this option STILL not available. Seems like a pretty basic feature request.

HHorne
参加者

Requested an update on this feature during our renewal as it is crucial to basic sales forecasting and reporting and was told it's not on the roadmap! This feature should be priority #1 IMO. If your fiscal year does not align with the calendar year you can't use 1/2 of HubSpot's forecasting tools. 

MEffenberger
参加者
This is an extremely important feature of hubspot sales and is why we had decided to upgrade to enterprise. When will this be resolved?
ステータスに更新: In Beta
ybaptiste
HubSpot製品開発チーム

Hey HubSpot Community, 

 

Thank you for the feedback. 

 

The team is running a beta that allows you to manage goals and forecast based on your fiscal year. If you'd like to participate in the beta, please fill out this form.

 

Thank you for making HubSpot CRM a better tool.