Automated Dates and reports

[DE_adrex-pv]

Hi everyone,
currently I face the following issue:

In a report goals and achievments are shown for an easy visual comparison. The datapoints for the operation results are shown based on the automated date "closed and won". In daily usage it (schould not but...) can happen that a deal is not shifted correctly in time with the actual closed date because of human omission. Now, due to not being able to re-set the automated date the report is faulty.

Is it a legitimate proposal that these dates should be editable alongside a change log or even an entry into the deal activty log?

Let me know your thoughts on this - or if there are work arounds for this issue. Thanks upfront!

[karstenkoehler · Accepted solution]

Hi @DE_adrex-pv,

This is a recurring topic in the community and ecosystem but as of now, if a property is read-only and automatically maintained by HubSpot, it's typically that exactly: read-only. Some properties might be open to updating via API but I'm not aware of a full overview or list here. Someone has yet to create date.

As far as your request goes, the best place would be the HubSpot Ideas section: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

Generally, yes, I would agree that this would be a valuable option for users to have, to enable more accurate reporting where mistakes were made previously.

Other users have made similar requests before: https://community.hubspot.com/t5/HubSpot-Ideas/Edit-Deal-Entered-Stage-Dates/idc-p/1068070

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

Have a great day!

[DE_adrex-pv]

Dear @karstenkoehler,

thanks a lot for your insights and the detailled answer. The links really added value for further tracking to this topic.

Have a great day!