Customize the close date in deals

 

When you create a deal, there is a default close date (end of current month). Every month, we have to postpone the close date of our deals to the next month.

In our industry, the time to close is more around 80 to 90 days. The deal forecast will be more accurate with a close date set 2 or 3 months after the create date. close_date.png

 

 

 

93 Kommentare
Berater

Definitely would agree that not having the close date automatically apply on creation of deals would be much better for us - - the expected close date is a great idea, we like to apply the close date in this way once we have determined the date it is likely to close.

The current method also plays havoc with forecasting.

Thanks,

Rachel

Berater

Any news on this one? Would be gret if this default period could be adjusted in settings.

Mitwirkender

Here's another vote. Auto-populating the close date to the end of the month is less helpful than just leaving it blank. Ideal functionality would allow us customize the default close date as an interval of time from the create date.

Gast

Same request.  Even though it is expected the user will update this field, it rarely happens.  Deals that are created late in the month default to month-end and eventually show up in exceptions and add a task for each deal to update.  This would unnecessary if we could update the default setting to a set time period (ie 30 days) after creation.  

Neues Mitglied

Shocking this is not customisable.

 

Every business is different and you should be able to set a default close date that reflects the sales cycle of your business.

 

This is an important piece of information given you can pull multiple reports from your pipeline that will use close date as a data point....

Mitwirkender

It would be better for our company to have the option to turn off a default close date.  Generally, we only record "Close Dates" when the deal is closed.  I encourage HubSpot to give the ability to turn off the default close date.

HubSpot-Moderator
HubSpot-Moderator
Status aktualisiert zu: Not Currently Planned

Hello HubSpot Community, 

Thank you as always for your continued feedback, it helps us build a great product.

We are constantly evaluating and re-evaluating our priorities and roadmap to deliver as much value to our customers as possible. At this time, customizing the close date in deals is not something our team is currently planning to build natively into HubSpot. This is certainly subject to change in the future and we will update this idea if that becomes the case.

Sachkundiger

That's a shame Dylan. Doesn't really seem like it would be that difficult to remove the autofill for this field, at least. With 162 upvotes seems to me like something a lot of people are asking for.

 

Spezialist

Can we say FRICTION?

Mitwirkender

Upvoting this feature as having a default close date which cannot be manipiulated does'nt make sense. As each company is unique, it needs to be configureable based on deal lifecycle. A simple adjustment to default should be simple and would save users a lot of hassle.

Gast

Similarly, our company would like the ability to change the Close Date to today's date, as most of the jobs we are importing into our pipeline are already sold.

Sachkundiger

@hlawrence9 when you import your deals/jobs, you can import a close date, even if the close date is not the day of the import. We've done this a number of times.

 

 

Mitwirkender

I'm in agreement to that editing the feature is much better for financial forecasting, from new lead to close. Our sales cycles are also longer, it would be good to link to to "average close" calcuation which is also an available feature or set with a date one uses in their company, such as 60, 90 days etc. Please add this to your roadmap. The the forecasting feature will be very good. Now we still have to export and do in excel.