Set company's fiscal year for insgihts

Guénolé PALUD_37473
Guénolé PALUD_37473 Member Posts: 2 VERIFIED MEMBER
edited July 2022 in Ideas and Product Feedback #1

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.

0
Up
0 votes

· Last Updated -

Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,445 COMMUNITY MANAGER
    1000 Comments Fourth Anniversary 250 Likes 25 Answers
    edited November 2021 #2

    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.

  • Philip Hurwitz
    Philip Hurwitz Member Posts: 2 VERIFIED MEMBER
    First Comment
    edited April 2022 #3

    Would be very helpful with deals especially since your calendar quarters do not match our fiscal quarters

  • DeniseZ
    DeniseZ Member Posts: 2 VERIFIED MEMBER
    First Comment
    #4

    I agree! A lot of the reporting isn't accurate since the quarters don't match my companies dates

  • KelownaChk
    KelownaChk Member Posts: 10 VERIFIED MEMBER
    10 Comments Photogenic 5 Likes
    #5

    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.

Categories