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

 

 

 

HubSpot updates
changed to: Not Currently Planned
May 21, 2020

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.

Jun 28, 2019

Hi everyone, 

 

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. 

 

Best,

- Sophie

90 Replies
Top Contributor

Hey Kim,

 

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. 

Occasional Contributor

Same deal here. Is there a way to change the default? 

New Contributor

Same here why is this not changeable? Very weird...

New Contributor

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.

New Contributor

+1 to the idea for customizing the default closing date.   I'd like to use a # of business days offset.

Regular Contributor

 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.

New Contributor

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.

New Contributor

Auto populate needs to be eliminated.  It creates confusion and inaccuracies.  This frustration with the users.

New Member

+1 to the idea for customizing the default closing date - Rob

New Member

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.

Occasional Contributor

Same here. Is there a reaction from Hubspot already on this? 

New Contributor

I absolutely agree with this. We would like to leave the Close Date empty by default.

Occasional Contributor

Vote from me as well please. 

New Contributor

This is a no brainer. I don't know why a default close date of the the end of the month makes any sense. 

Occasional Contributor

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.

New Contributor

+1

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.

Occasional Contributor

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.  

Occasional Contributor

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.

 

Thank you

Mark Nungesser

Partner/Vice President

GoDo

New Contributor

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.

 

 

Occasional Contributor

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.