topic Calculating number of Days until Close Date in Dashboards & Reporting

Calculating number of Days until Close Date

solyons — Mon, 17 Feb 2020 20:25:57 GMT

Hello! I would like to build a report that calculates the number of days left until the close date. Any suggestions?

Re: Calculating number of Days until Close Date

Sam_Williams — Thu, 20 Feb 2020 10:23:28 GMT

Your use case seems to be very closely related to sales forecasting to me. At our organisation, we have been using one of the app which integrates with HS. Since we are able to forecast the sales, I believe forecasting the number of days for a deal closure should not be an issue. Sprinkle Data has a machine learning algorithm which empowers the frecasting feature for the tool.

Cheers

Sam

Re: Calculating number of Days until Close Date

jennysowyrda — Thu, 20 Feb 2020 16:49:12 GMT

Hi @solyons,

I wanted to share a few resources from HubSpot to assist in building this type of report.

Sales reporting in HubSpot

Default sales dashboard reports

@louischausse and @johnelmer do you have any suggestions for @solyons?

Thank you,

Jenny

Re: Calculating number of Days until Close Date

louischausse — Sat, 22 Feb 2020 12:42:50 GMT

Hi @solyons

Do you have the reporting add-on?

What sales hub do you have?

This information would help me to taylor a personalized solution to your question

Best

Re: Calculating number of Days until Close Date

solyons — Mon, 24 Feb 2020 13:28:09 GMT

hello! we don't currently have any add ons, and we have enterprise

Re: Calculating number of Days until Close Date

louischausse — Mon, 24 Feb 2020 13:58:10 GMT

Unfortunately, I don't think that this is something possible directly in HubSpot because there is no such thing as a "Days left until the close date" property in HubSpot and Custom reports relies on properties, but here are somethings that you could try to create that property.

1- If you know how to code, that would be easy to achieve what you want by creating and updating a "Days left until the close date" deal property using HubSpot APIs:

https://developers.hubspot.com/docs/methods/deals/update_deal

2- If you don't know how to code, a workaround could be to create "Days left until the close date" contact property and use a "date-centred contact workflow" to update your "Days left until the close date" deal property

Do not hesitate to ask questions about either suggestion.

Re: Calculating number of Days until Close Date

cedaly — Wed, 04 Mar 2020 23:05:28 GMT

I guess I am a simpleton here but are you telling me that HubSpot does not have the ability to calcuate differentials in dates and/or add something like Close Date - Now() = Number of Days to Close? I did notice that when I was trying to filter on Contacts using "contains exactly" and I put in 3 characters that are in a piece of text in the column, the result was null. Seems like "like" would be appropriate to have in the filters and calculations.