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Dashboards & Reporting

JLedb
Member

Future Rolling Dates

SOLVE

What would it take for developers to add future rolling dates when creating reports? E.g. "Deals closing in the next 90 days".

 

It's shocking that this feature isn't included already. 

 

Thoughts?

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

Future Rolling Dates

SOLVE

Hi @JLedb,

 

In the custom report builder, this exists in the form of "is less than 90 days from now". Have you tried this?

 

karstenkoehler_0-1650648907204.png

 

Hope this helps!

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.

View solution in original post

2 Replies 2
VictoriaS
Participant | Gold Partner
Participant | Gold Partner

Future Rolling Dates

SOLVE

This works for deals but what about meetings that have an activity date set in the future? I can't find a way to show "meeting activity date in the next 30 days"?

 

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

Future Rolling Dates

SOLVE

Hi @JLedb,

 

In the custom report builder, this exists in the form of "is less than 90 days from now". Have you tried this?

 

karstenkoehler_0-1650648907204.png

 

Hope this helps!

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.