Set an account's fiscal year in HubSpot

Set an account’s fiscal year to match your company’s financial calendar. This ensures that fiscal quarters, goals, forecasts, CRM filters, and reports use the same time periods your business uses for planning and performance tracking.

For example, if your fiscal year runs from July 1 to June 30, setting your fiscal year to July-June lets you filter records by the correct fiscal quarter and track sales goals and forecasts against your company’s actual reporting periods.

Change an account's fiscal year

By default, an account's fiscal year is set to January to December.

To change your fiscal year:

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Account Defaults.
3. Click the Fiscal year dropdown menu, then select the time frame that best represents your fiscal year. 
4. In the dialog box, select the Confirm fiscal year checkbox and click Yes, change fiscal year to confirm the change.

Filter by fiscal year

Records

Use the fiscal year to filter records. For example, to review contacts that have been created during the current fiscal quarter:

1. In your HubSpot account, click More, then navigate to CRM > Contacts. If More doesn't appear in your account, navigate to CRM > Contacts directly.
2. Add a filter to your contact dashboard by clicking More filters.
3. In the right panel, in the is dropdown menu, select This fiscal quarter so far. 
4. Click Apply filter.

The contacts dashboard will now display only the contacts who have been created so far in this fiscal quarter. 

Reports

You can use your fiscal year to filter reports that were created using the custom report builder and that use a date picker property.

1. Follow the steps to create a custom report.
2. In the date picker field, select the Use fiscal year checkbox.