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.
Our organization's fiscal year is from July 1 to June 30, so the calendar function does not provide our Board with relevant information. Looking forward to seeing the fiscal year functionality. Thanks so much!
1. create a dropdown menu with your FY quarters in deals
2. create a dropdown menu with your FY in deals
3. create workflows that set the FY quarters and FYs based on the close date of the deal
It takes a bit of work and is not ideal but it allows us to report pipeline and sales against the FY.
Unfortunately with this method you can't build any reports against your sales targets. I would still prefer to have native functionality but I thought this work around may be a good temporary fix for some of you guys.
@TiphaineCuisset This idea was raised in 2017 - i think I've been following it since 2018!! It's a simple requirement and could easily have been dealt with in one of the reporting upgrades. It now has 210 votes but there will be thousands of users that would beneft from it. How many votes does it need before it becomes important enough to implement?
Fantastic to see this move to "In Planning" at last - it really shouldn't have taken so long for a company that prides itself on customer response - but thank you!
Is there a timeline for this coming into BETA? We've just entered our new financial year and want to make use of the forecasting and goals tools with the team. It's currently pointless without.
At the moment we've had to set up a horrible workflow that defines our fiscal year and quarter based on the close date - we then have to use that for all reporting which is less than ideal