Custom Fiscal Calendar Dates in RCE | Community
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Anna_Khludova1
New Participant
April 12, 2016
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Custom Fiscal Calendar Dates in RCE

  • April 12, 2016
  • 4 replies
  • 2395 views

It would be very helpful for reporting purposes to have the ability to define custom fiscal calendar dates in the Revenue Cycle Explorer since companies don't necessarily use the calendar year time frame for their fiscal year.

I'm creating a dashboard for management and would like to include a report of leads generated by fiscal quarter. However, I am hesitant to present such a report as I am sure that reading a chart or graph with different quarters than they're used too will confuse them.

    4 replies

    anne_sample_f5
    anne_sample_f5
    New Participant
    June 28, 2023

    Still wish this existed across the board in Marketo! Would be helpful in basic reports as well as RCE.

    K
    kh-lschutte
    New Participant
    February 6, 2020
    No text available
    M_Foley__produc
    M_Foley__produc
    New Participant
    October 16, 2017

    Hi, just checking if there's any update on this? We have the same issue re: different fiscal year and quarters. Our stakeholders want quarterly breakdowns, but the months are not grouped the same as all other reports.

    Definitely up-voted. Thanks!

    Foley

    A
    Anonymous
    May 24, 2016

    Why is it possible in Salesforce to set a custom Fiscal Year, but not in Marketo.  Can we pull the Fiscal Year from Salesforce, or is it possible to create a Fiscal Year in Marketo for reporting purposes.  This is HUGELY important.Ideas​ ​

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