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JDietz
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Member since ‎Feb 9, 2021
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Janet Dietz

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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
JDietz
Member
July 08, 2021
We are also having the same challenges. It would be great to fix these issue as soon as possible. At least having the opportunity to set custom date!...read more
kcgarvin on October 05, 2020
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.
Reply Idea Sales Reporting
89 upvotes
64 Replies
JDietz
Member
February 15, 2021
Hello everybody, in the forecasting function there is no possibility to change the calendar year i.e 1st of July 2021 until 30th of June 2022. It wo...read more
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