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.
Hey HubSpot Community,
Some exciting news. We shipped close date configuration for deals. You can now configure the default close date for newly created deals. Select the end of a period (for example, the end of next month), time from deal creation (for example, 60 days from deal creation), or no default close date to better manage your deals and forecast.
In Deal Settings (Settings -> Object -> Deals -> Setup tab), admins can select the default close date to apply when creating a deal. There are three options that the customer can choose for their close date:
Thank you all for your brilliant input and your patience. HubSpot CRM is a better tool because of your feedback.
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.
My name is Sophie, I work on the team that builds HubSpot CRM. I wanted to address this idea and the frustration expressed recently at the end of this thread. The ability to set customize when the close date is set (or what is set to) for each account is something that we are interested in exploring in the future, but it's not on the immediate roadmap for this year.
We treat the deal Close Date property as the expected close date for the deal (until it is actually closed). The property is used in the Deal Forecast report to forecast revenue by month/quarter/year and so we set it automatically to ensure all deals show up in that report. While this property is given a default value, it is expected that the user will change this value to represent the expected close date when the deal is first created. If the user knows that the deal cycle is usually 80-90 days long, they should set the close date to 3 months time to reflect that (ensuring the deal forecast report is somewhat representative of the pipeline). When the deal is finally moved to a closed lost or closed won stage, we will update the deal close date to that day automatically to ensure accurate reporting and reduce the effort required to close a deal.
In terms of why this feature request has not been addressed sooner, while it is absolutely true that the more votes an idea gets the more likely it is to be reviewed by HubSpot's product team, there is no guarantee that ideas will be implemented based on a critical mass of votes. That said, it's not our intention, ever, for customers to feel unheard and we're actively looking into means of closing the loop in a faster and more transparent way.
If you have specific feedback about the CRM that you believe will make it easier and more efficient to use, please don't hesitate to message me directly.
Same dealio here. When we open deals, we don't know the close date. So we'd rather have it empty by default.
Ideally, there'd be an 'Expected Close Date' property, which would use the deal owners 'Average Days to Close' to estimate a when the deal might close.
Close date would only be populated when a deal is set to Won or Lost.
Same deal here. Is there a way to change the default?
Same here why is this not changeable? Very weird...
This is important for me as well. I have no idea when a deal will close when I first create it and now there is bad data relating to close dates in my DB since I often create deals when multi-tasking on a call with a prospect.
+1 to the idea for customizing the default closing date. I'd like to use a # of business days offset.
Agreed! Having this default to the last day of the existing month is not appropriate. We don't know the exact close date and would prefer the Close Date field NOT be populated until the deal actually closes. We created a custom field titled Expected Close Date and use that to show what deals are delayed or stalled.
Please allow the Close Date field to NOT auto-populate (remain blank) when a deal is created.
Yes, our company needs this as well. We need a close date 6 months out because of our sales cycle. Quite surprised you are not able to customize this.
Auto populate needs to be eliminated. It creates confusion and inaccuracies. This frustration with the users.
+1 to the idea for customizing the default closing date - Rob
I also would like to be able to turn off the auto filling of the Close date. We use a different field for expected close date. I do not understand why you would auto populate a bogus date. That makes no sense at all.
Same here. Is there a reaction from Hubspot already on this?
I absolutely agree with this. We would like to leave the Close Date empty by default.
Vote from me as well please.
This is a no brainer. I don't know why a default close date of the the end of the month makes any sense.
Yes, our company also would like the option to either shut off the default close date or at least be able to choose our own default timeline.
I would like to be able to select a number of days offset from creation date as the default close date. Any deals created in the second half of the month have the wrong close date by default.
Yes - please let us customize this. AND - please let us automate the close date such that when it passes, it can automatically be rolled over to the next month. So is the assumption from Hubspot that a deal that passes it's close date is lost and should just be forgotten? I guess so. The amount of holes in this software is incredible.
I would like to see the close date not to be automatic to the end of the month. This is not realistic in most sales. Just yesterday, Feb 28 and the default set it to Feb 28. Good luck with that!
Each company/industry has different how long it takes a sale to close. In my world, it is 60 days.
That said, make it a company setting and for the admin to decide what the close date should be.
Counting on a salesperson to change it each time they open a deal is not realistic and makes this feature worthless for measuring performance.
While this is not a money maker for Hubspot to focus on, but enough of your customers have asked for a change for almost a year now.
Please help us.
It appears as though no-one monitors this forum and if they do, they have a poor idea of customer experience. If there is someone monitoring, they could at the very least post a single response for the 20 or so people who have taken the time to give the same idea over the last year and a half on this thread. That response could be as simple as, "thanks guys.. that's a good idea. We have it in our plan for the update next month" or "Thanks guys - that's a good idea however we aren't planning to make that change right now." See? Easy. Good service.
We would need this function too. It should be possible to define when the default close date should be (in relation to the create date of the deal). For us this would be about 60 days.
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