Company Financial Year setting
Hi - it would be really useful if, in settings" I could tell pipedrive when my financial year started and finished (which is not the same as the calendar year. Is this possible or on the list to be done?
Comments
-
Hi @Paul Hutton !
You can choose customized time periods for your reporting by using the calendar from the "Custom Period" option in Progress > Reports and in Progress > Insights:
Progress > Reports 
Progress > Insights That being said, I understand that your ideal solution would be to set a fixed time interval to be used in your account by default, and indeed that is not possible at the moment. I will forward your suggestion to our team for consideration.
1 -
Definitely, we can't use the quarterly function for reporting
0 -
Paul McKenna said:
Definitely, we can't use the quarterly function for reporting
Hi @Paul McKenna , thank you for your feedback!
I would suggest using the custom time period option highlighted in the answer above.
0 -
Whilst we can use the Custom time period... ideally we want to be able to use the existing product functionality based on our Australian financial year. As Paul mentions, the quarterly function is so important to get an instant picture and we have to manually create reports that already exist in the system for a calendar year. Frustrating.
0 -
As a recent convert to Pipedrive from a rival CRM, I would also like to be able to align with our financial year, (which is not a calendar year) and to be able to view reports based on this without having to make manual adjustments. The CIA World Factbook has a handy list of all the different financial years used in different countries. Businesses (your current and potential customers) that are based in those countries will tend to align their years with that of their country. https://www.cia.gov/library/publications/the-world-factbook/fields/228.html
0 -
Peter Pavement said:
As a recent convert to Pipedrive from a rival CRM, I would also like to be able to align with our financial year, (which is not a calendar year) and to be able to view reports based on this without having to make manual adjustments. The CIA World Factbook has a handy list of all the different financial years used in different countries. Businesses (your current and potential customers) that are based in those countries will tend to align their years with that of their country. https://www.cia.gov/library/publications/the-world-factbook/fields/228.html
Thank you for the tip @Peter Pavement , this is quite useful!
I've sent this suggestion to our team internally so that they can take it into consideration for future developments. Unfortunately with many customers and requests and with limited development resources we need to prioritise and make choices what to deliver first.
Here’s how to stay on top of what’s coming down the line:
- 🔮 Follow What's Planned to know what we're working on currently and what’s to come.
- 🌟 Follow What’s New and don’t miss any new releases.
- 🧪 Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
- 🔎 Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic!
0 -
Peter Pavement said:
As a recent convert to Pipedrive from a rival CRM, I would also like to be able to align with our financial year, (which is not a calendar year) and to be able to view reports based on this without having to make manual adjustments. The CIA World Factbook has a handy list of all the different financial years used in different countries. Businesses (your current and potential customers) that are based in those countries will tend to align their years with that of their country. https://www.cia.gov/library/publications/the-world-factbook/fields/228.html
This could be also a really good feature, it"s not alle the company around the world , even here in Canada that have the same Financial or Fiscal year . As per our exemple our financial year is from 1st of November to the 31st of october of the next year. I think that just havingthe otpion of determined the initial data of a finacial year will help us a lot. because right now , the option of showing "Last quarter" doesn't fit in our specific sales planning. Hope you'll have answer from your team on that ...
0 -
Hi, I have the same question here. I'm using a revenue reporting to control our sales YTD. There will be great to have a Filter option listed "this year". Every 1st of January I need to change manually the dates of the filter to have the current year sales.
Until today, I have not found any solution automatically within the system. Thank you, Lluís
0 -
Brad said:
Same request from me. Such a hassle having to keep dashboard and reports up to date because we do not work to a calendar year. Can we include an option to include "This FY" where this can be specified under company settings?
Totally agree. It is a bit complicated to manage a YTD revenue report when we need to change the dates criteria every January (or other month depending on each company). I don't understand why the system is offering too many options to filtering dates and not a "This Year".
0 -
Same request from here. Not sure if there has been any update from the PipeDrive team on this.
0 -
Peter Pavement said:
As a recent convert to Pipedrive from a rival CRM, I would also like to be able to align with our financial year, (which is not a calendar year) and to be able to view reports based on this without having to make manual adjustments. The CIA World Factbook has a handy list of all the different financial years used in different countries. Businesses (your current and potential customers) that are based in those countries will tend to align their years with that of their country. https://www.cia.gov/library/publications/the-world-factbook/fields/228.html
Hello Ines , 6 months without any follow up on these from you or your teams ? Were's our request in your PIpeline of Pipedrive ..... ? LOL ...
0 -
Same request for a client, adjustable financial year reporting start dates would be very helpful
0 -
Any follow up on this request? It would make viewing deals so much more meaningful if your quarters matched mine, and I could look at an entire fiscal year.
0 -
I have the same need. It seems Pipedrive is not too interested in addressing this feature. How do we "promote" this feature to the PD product owner/developers? It seems a self-evident and ubiquitous need.
1 -
Peter Pavement said:
As a recent convert to Pipedrive from a rival CRM, I would also like to be able to align with our financial year, (which is not a calendar year) and to be able to view reports based on this without having to make manual adjustments. The CIA World Factbook has a handy list of all the different financial years used in different countries. Businesses (your current and potential customers) that are based in those countries will tend to align their years with that of their country. https://www.cia.gov/library/publications/the-world-factbook/fields/228.html
@Inês Batata , I think that with a year and a half of request for a option to put our Fiscal year in the CRM and be able to track and present data that are aligned with our company fiscal year ,,, It'S time for the Pipedrive team that you listen and act on their demand....
0 -
@Inês Batata @Dev Pipedrive @Adm Pipedrive @Pipedrive , I think that with a year and a half of request for a option to put our Fiscal year in the CRM and be able to track and present data that are aligned with our company fiscal year ,,, It'S time for the Pipedrive team that you listen and act on their demand....
0 -
I echo all the comments in this feed, having the ability to set up your company fiscal year is a must. This is standard functionality in most CRM systems.
0 -
This is the single biggest issue I have - the custom date range is a pain but worse you can;t see a single figure for sales in the financial year, and are having to add over quarterly outside the CRM it's such a fundamental part of the process I am surprised this is even a discussion.
0 -
I also have this issue - there needs to be a way to easily synchronise quarterly reporting in PipeDrive with the reporting periods used elsewhere in your business.
0 -
This is also an issue for us. For example today (March 28 2023) Pipedrive reports that are grouped by week say it's "Week 13 2023". But our fiscal year ends 30th June so all our other systems know it's Week 39. It would be really helpful to be able to set 30th June as the last day of the fiscal year.
0 -
Has there been any further progress on this?
0 -
Another vote from me. Our FY runs from 1st May, so I must use custom filters in the pipeline and Insights.
0 -
Yes please to this feature! We are currently investigating Pipedrive alternatives because we are constantly exporting data out of Pipedrive into spreadsheets and Airtables because we can't view information by our financial year (Sept-Aug). We also can't track goals! Our quarterly and annual goals don't fit into the normal Jan-Dec financial year, so the feature is useless and we use a Google Doc instead (again making us want to find a Pipedrive alternative).
2 -
Likewise, from the above comment. We will be migrating to another CRM if this functionality isn't added by the time our next billing cycle starts. You are likely losing new business by not having this feature. We were recently acquired, that's why our FY changed. We would have eliminated Pipedrive as an option if we had 4-4-5 FY at the time of purchase.
0 -
Yes please. We need this too.
0 -
Hey, @pipedrive_ux !
Could you please confirm if there is a built-in feature for changing the fiscal year date?
If not, please let us change the date of the default one. Implementing this feature is technically straightforward and extremely useful.
0 -
This functionality is required for reporting as it looks strange when you get two bar charts when will this be avalible as it is a comman request and has been asked for for some time
0
