💬 RevOps Discussions

kaush23
Participant

Rolling Dates - Dynamic Date Ranges

SOLVE

I'm trying to build a report that only tracks revenue if the contract end date is before today. However, as today is a rolling number, when using filerts, I am not sure if I selecting "today" on the calendar, will result in  the date automatically rolling forward in the coming days. Is there a way to set rolling dates in filters? 

1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Rolling Dates - Dynamic Date Ranges

SOLVE

Hi @kaush23,

 

I'd recommed using the "is last" date property filter option. This is always referring to the previous time range, excluding today:

 

karstenkoehler_0-1648276339965.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
Bakertc
Contributor

Rolling Dates - Dynamic Date Ranges

SOLVE

Currently, when you click "today" on a calendar control, it hard codes the date to today's date.  It does not float when the calendar advances to tomorrow (like the excel function today()), and that would be an extremely useful feature to extend the very limited relative rolling date filter capabilities of Hubspot.

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Rolling Dates - Dynamic Date Ranges

SOLVE

Hi @kaush23,

 

I'd recommed using the "is last" date property filter option. This is always referring to the previous time range, excluding today:

 

karstenkoehler_0-1648276339965.png

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.