topic Re: Creating reports that are based on dates compared to other dates in Dashboards & Reporting

Creating reports that are based on dates compared to other dates

DCowan — Thu, 23 Jun 2022 23:12:57 GMT

Hi HubSpot,

I'm confused that I can make a workflow to create notifications of Deals that have a close date that is past or before another date property I have created but can't make a report to show all deals that fit the same attributes.

In my company we have complex sales that include a close date, ship date, and acceptance date and it's important for revenue forecasting that we get those estimated dates during the sales process. Currently I can't make a report or filter deals that have those dates in the wrong order (such as a close date that is after a ship date which is impossible). I can build a workflow to send reminders to my team that their close/ship/acceptance dates are out of order but I can't make a report to help me double check that all the deals are accurate before making a quarterly forecast.

I love how much the workflow function has grown but it's hard for management if we can't also make a list of deals that never got fixed for verification even though a reminder went out.

Re: Creating reports that are based on dates compared to other dates

karstenkoehler — Fri, 24 Jun 2022 04:34:55 GMT

Hi @DCowan,

This is already being reviewed and worked on by the product team. Other users have pointed out inconsistencies in filters across tools in Hubspot here: Date-filters: Improve Options Across all of Hubspot [Master Idea]

I'd recommend upvoting and commenting with your specific point, the product team reviews these comments.

If you want to make it easier for others to find and upvote the request, you can accept my reply as a solution.

Have a great day!

Re: Creating reports that are based on dates compared to other dates

TErickson_OW — Wed, 06 Jul 2022 21:07:34 GMT

Please this is crucial.

One use case I have for this is:

Is Deal Close Date Property today or in the past

and

If Yes, is Start Date - Plus (Custom Deal Property) in the future?

Im looking to create a report of Closed Deals but they have not started their service yet.