Set company's fiscal year for insgihts
Hi !
As company's fiscal years are not often from january to december, it would be useful to set the fiscal year of a company on company's setting.
This would help us to analyze our insights from July to June for example instead of January to December by default.
Comments
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Hi @Guénolé PALUD , while that is not available as a default option just yet, you can set a custom time period from your Insights dashboard.
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Would be very helpful with deals especially since your calendar quarters do not match our fiscal quarters
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I'm new to Pipedrive and have worked on various CRMs (Salesforce, Dynamics & Hubspot) and was very surprised (and disappointed) that we can't define our fiscal year (all the other CRMs can) so the filters aren't directly relevant to how we report (e.g. 6 months). Also, why aren't there filters for past year? Seems crazy this isn't standard.
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