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.
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