Zoho Reports Quarters don't match CRM financial quarters for CRM analytics reports?
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I have a client who is doing analysis using the new CRM Analytics function. I am having trouble creating the reports I need which need to key off the clients financial year quarters rather than the standard Q1 = Jan-Mar, Q2 = Apr-Jun etc.
My customers financial year starts April and ends on the last day of the following March.
I have looked at generating another date to use for calculations based on the closing date - e.g. closing date+90 days, but this isn't accurate enough and will cause issues unless I change all key dates to match this scenario.
Am I missing something with the new CRM analytics service, is their an option for setting 'quarters' so that tie in with the companies financial year in CRM??? CRM reports quarters based on these settings. Maybe I am being dumb? (it has happened before, just ask my wife!)
If there is a suitable formula for generating the correct quarter, it will also need to be usable in report filters.
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