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
Customize the close date in dealsHubSpot Product Team
06-28-2019

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

80 Replies
EBZENPME
Occasional Contributor

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

mediasmart
New Contributor

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

LeeHouse
Occasional Contributor

Vote from me as well please. 

pauljmcmanus
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. 

CRM6300
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.

PDA_PIM
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.

Finnspin
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.  

MarkNungesser
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

mikesc74
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.

 

 

tomirasanen
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.