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abasketfull
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Member since ‎Feb 28, 2020
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Apolonia Sepeda

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keithbt on July 16, 2019
Goals - for financial year
There is a fault in Goals within Sales Professional that prevents monthly goals/targets extending beyond the calendar year. Many businesses have financial year that does not align with calendar year (as in my case April to March). In common with man read more
Reply Idea Deals
20 upvotes
7 Replies
abasketfull
Member
January 26, 2021
Same. Ours is July - June. It's ver cumbersome to try to update reports + not being able to run a simple YTD report of Sales vs Goal EVER. Hubspot ha...read more
Siddall on June 22, 2017
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 no read more
Reply Idea Lists Sales Reporting
282 upvotes
170 Replies
abasketfull
Member
February 28, 2020
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 tw...read more
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