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jWainwright
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Member since ‎Dec 18, 2020
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jmacandrews on February 17, 2021
Fiscal Year Beta
Hello, I'm seeking the timeline for implementation of this feature into the reporting & analytics areas. We find this feature extremely important, but useless if not applied to reporting and analytics. Our fiscal year begins April 1st and w read more
Reply Discussion
57 upvotes
22 Replies
jWainwright
Participant
September 30, 2022
It's very frustrating as many of the really useful reports are not available if you are not calendar year based.
jmacandrews on February 17, 2021
Fiscal Year Beta
Hello, I'm seeking the timeline for implementation of this feature into the reporting & analytics areas. We find this feature extremely important, but useless if not applied to reporting and analytics. Our fiscal year begins April 1st and w read more
Reply Discussion
57 upvotes
22 Replies
jWainwright
Participant
September 30, 2022
It's very frustrating as many of the really useful reports are not available if you are not calendar year based.
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
jWainwright
Participant
September 07, 2021
The issue has not been resolved. Its still not possible to use the forecasting tool or setup reports easily that coincide with a none calendar year....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
jWainwright
Participant
September 07, 2021
The issue has not been resolved. Its still not possible to use the forecasting tool or setup reports easily that coincide with a none calendar year....read more
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