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

81 Replies
petercraigen
Regular Contributor

+1 on this idea. 

 

Having a close date autopopulate does not make sense and creates innacuracy in our reporting + more time manually changing dates. 

 

Our ideal system would allow a deal to be created without a close date and require a close date only when a deal reaches a certain stage. 

 

Thanks. 

LP79
Occasional Contributor

Yes, we have an average deal time from of 90 days! This customisation would save a lot of headaches in sales meetings and forecast reports

sramlaserhubde
Regular Contributor

Same.

 

We'd highly prefer setting it to be empty by default. 

jonathan-vr
New Contributor

Yes, please leave a default or automatic Close Date as a configurable, optional feature that one could activate, but don't enable it by default

steveholley
Occasional Contributor

The auto population is causing us an issue too.  In my business (insurance) we usually do have a decent idea of expected close date (when the current policy renews).  However, having the auto population leads to won deals not showing in our standard reports until the end of the month.  That is unless my team remembers to update the date once dragged over to Sold stage.

 

I tried to creat an automation to change the date, for reporting purposes, to the actual date that it was moved to Sold and was unsuccessful.  Smiley Sad

MarkNungesser
Occasional Contributor

I really don't think that Hubspot reads these postings.  I believe they send us to make a posting and hopefully, we just go away.

 

The issue of close dates being auto-populated within the month it was opened makes no sense.  

LeeHouse
Occasional Contributor

Yep. The way they dealt with GDPR and the fact they don’t listen to very simple feedback means that they will loose our renewal. We will go elsewhere.

jhorrigan216
New Contributor

I would like the ability to edit the default close date based on the average duration of our sales cycle.  But then have a calculated actual based on the day the deal was created and when it was moved to a closed status.  

richardhh
New Contributor

+1 to even just leave it blank. The 1 month is really a time period, which likely works for very few folks

DJ2018
New Contributor

I agree. To set the date for the end of the month does not work for our sales team especially if we want to set a closed deal for the date we did it which has to be applied manually rather than set as a default. Anyone from Hubspot willing to comment on this issue? Seems to be a long thread so the need is definitely there!