Using fiscal quarter in the MDA
None
Hello
I did some due diligence, looked in Community and Support, asked GS Support, so I think my understanding and request are good.
If you are reporting against a SFDC object, you have the option to add filters for "Current Calendar Quarter" or "Current Fiscal Quarter", which can be very different for some orgs. However, when targeting an MDA object for reporting, I can only do "Current Quarter", which shows CALENDAR YEAR only.
Can we add an option for Fiscal Year?
I did some due diligence, looked in Community and Support, asked GS Support, so I think my understanding and request are good.
If you are reporting against a SFDC object, you have the option to add filters for "Current Calendar Quarter" or "Current Fiscal Quarter", which can be very different for some orgs. However, when targeting an MDA object for reporting, I can only do "Current Quarter", which shows CALENDAR YEAR only.
Can we add an option for Fiscal Year?
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Fiscal functions (like Fiscal Year, Fiscal Quarter) are not supported in MDA as of now. This is a reporting ask and we have it on our roadmap to support that in the near future. Will update the ETA here as we plan it.
Thanks
Venky
Did anyone try this approach?
One of our customer is also looking for this feature. For reports on timeline activity , we cannot create a filter on FQ
. They would like to set the fiscal quarter to be aligned with their company's FQ.
Best,
Hardik
Today you define your fiscal period in SFDC and that's your system of record. Some organizations have simpler fiscal quarters that are just 3 months in length, while other organizations follow a more precise 13 week quarter with fiscal "months" in duration of 4 weeks, 5 weeks and 4 weeks that add up to a 13 week fiscal quarter.
For some organizations the fiscal year starts on the same day each calendar year, and for other organizations it shifts each calendar year.
Long story short - there is a lot of complexity and variables at play.
In order to accurately represent the fiscal periods (month, quarter, year) in Gainsight, we would not only need the flexibility to define them to match all of the different fiscal periods offered in SFDC, but we'd also need a way to accurately sync those two systems so that if changes were made to a fiscal period in SFDC that those changes were immediately reflected in Gainsight. Tough problems to solve for, right?
The good news is that the engineering teams are working on some solutions for this and it's on our roadmap. :-)
2 years ago: “Fiscal functions (like Fiscal Year, Fiscal Quarter) are not supported in MDA as of now. This is a reporting ask and we have it on our roadmap to support that in the near future.”
Apparently not too near...
We’re running into the same problem where it makes Gainsight look silly and questioning why Gainsight can’t do something.
We do support reporting on fiscal quarters on MDA reports. You can check more details in the release notes here:
https://support.gainsight.com/SFDC_Edition/Release_Notes/Current_Release_Notes/13_Release_Notes_Version_6.13_April_2020#Honoring_Fiscal_Year_in_Reporting
What we do support is reporting on standard fiscal settings only