HubSpot Ideas

CLamens

Close Date Date Ranges

When using "close date" in a report it would be great to be able to set "Today", "This Week", "Last Month", "This Quarter", "Yesterday", etc.

 

Currently, I have to manually set the date range when using Close Date as a filter in a report, which means if I want to see bookings this week I have to manually update the filter dates each week. 

 

Who: Sales Teams

What: Create dynamic reports to be used on dashboards that automatically update determined by "today" or "this week" setting when using close date as a filter in reporting.  

 

Examples: Salesforce does this for nearly all date fields. 

 

Hubspot also does this in your Sales Analytics reporting: 

CLamens_0-1634144211904.png

 

 

 

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