Set an account's fiscal year in HubSpot

Set your fiscal year to segment your data based on your company's calendar.

Change an account's fiscal year

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

To change your fiscal year:

• In the left sidebar menu, navigate to Account Defaults.
• Click the Fiscal year dropdown menu, then select the time frame that best represents your fiscal year. 
  
  
• To save your changes, click Save.

Filter by fiscal year

CRM records

You can use your fiscal year to filter CRM records. For example, to see contacts that have been created during the current fiscal quarter:

• Add a filter to your contact dashboard by clicking More filters.
• In the right panel, in the is dropdown menu, select This fiscal quarter so far. 
  
  
• Click Apply filter.

Your 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.

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