topic Close Date Pushed in 💬 RevOps Discussions

Close Date Pushed

CDiVincenzo — Wed, 19 Jun 2024 09:44:12 GMT

Hello everyone!
I am trying to build a workflow in HS which sends slack notifications when the close date is pushed more than three times, as it shows less probability of closing the deal as won.
Unfortunately, the number of pushes of close date is not so easy to show in a metric. I only found a standard report in HS - (the one I am including at the bottom), but the metric "number of pushes" seems not existing if I try to create a custom report, or in a workflow.
maybe someone knows what is the best way to show it?

Re: Close Date Pushed

LouiseHare — Wed, 19 Jun 2024 11:30:30 GMT

Hi @CDiVincenzo ,

I hadn't seen this report/metric before so good to know that it exists! Unfortunately, some metrics in these reports are not available to use elsewhere in HubSpot which seems to be the case here. Instead, I think you could create a custom property which is updated by a workflow.

Here's what I would do:

Create a number property called 'Number of Close Date pushes'
Create a Deal based workflow that triggers every time the Close Date is updated (Closed Date is known with re-enrollment turned on)
Add the action 'Increase or decrease property value' - add 1 to the 'Number of Close Date pushes' property
Create a separate workflow that sends a slack notification when this number is greater than 3

Hope this answers your question!

Louise Hare she/her

Freelance HubSpot Expert

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Re: Close Date Pushed

CDiVincenzo — Wed, 19 Jun 2024 14:39:29 GMT

Thank you so much! 🙂