Customize the close date in deals

Kim_GP

 

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
Status updated 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

103 Replies
RachelJ
Member

Definitely would agree that not having the close date automatically apply on creation of deals would be much better for us - - the expected close date is a great idea, we like to apply the close date in this way once we have determined the date it is likely to close.

The current method also plays havoc with forecasting.

Thanks,

Rachel

Heavyuser
Participant

Any news on this one? Would be gret if this default period could be adjusted in settings.

RickyD
Participant

Here's another vote. Auto-populating the close date to the end of the month is less helpful than just leaving it blank. Ideal functionality would allow us customize the default close date as an interval of time from the create date.

hillrs
Member

Same request.  Even though it is expected the user will update this field, it rarely happens.  Deals that are created late in the month default to month-end and eventually show up in exceptions and add a task for each deal to update.  This would unnecessary if we could update the default setting to a set time period (ie 30 days) after creation.  

polfa
Member

Shocking this is not customisable.

 

Every business is different and you should be able to set a default close date that reflects the sales cycle of your business.

 

This is an important piece of information given you can pull multiple reports from your pipeline that will use close date as a data point....

Frank_Z
Member

It would be better for our company to have the option to turn off a default close date.  Generally, we only record "Close Dates" when the deal is closed.  I encourage HubSpot to give the ability to turn off the default close date.

Status updated to: Not Currently Planned
Dylan
HubSpot Moderator

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.

mktgqueen
Contributor

That's a shame Dylan. Doesn't really seem like it would be that difficult to remove the autofill for this field, at least. With 162 upvotes seems to me like something a lot of people are asking for.

 

krispag
Top Contributor

Can we say FRICTION?

alexpascoe
Member

Upvoting this feature as having a default close date which cannot be manipiulated does'nt make sense. As each company is unique, it needs to be configureable based on deal lifecycle. A simple adjustment to default should be simple and would save users a lot of hassle.

hlawrence9
Member

Similarly, our company would like the ability to change the Close Date to today's date, as most of the jobs we are importing into our pipeline are already sold.

mktgqueen
Contributor

@hlawrence9 when you import your deals/jobs, you can import a close date, even if the close date is not the day of the import. We've done this a number of times.

 

 

Cos
Member

I'm in agreement to that editing the feature is much better for financial forecasting, from new lead to close. Our sales cycles are also longer, it would be good to link to to "average close" calcuation which is also an available feature or set with a date one uses in their company, such as 60, 90 days etc. Please add this to your roadmap. The the forecasting feature will be very good. Now we still have to export and do in excel.

TashaDalBianco
Participant | Platinum Partner

100% need this field to not automatically populate with a close date end of month does not suit all users 😞 

AggieAshley
Member

Agreed that a real solution is needed for those of us with long sales cycles. As a workaround, we created a workflow that clears the close date property for a deal in any stage other than closed-won or closed-lost. Simply clear the property value with the workflow and instruct the sales team to input an accurate (forecasted) close date when they create the deal. Hope this helps!  

AggieAshley_1-1599247379411.png

 

jasokle1
Member

I'm upvoting this as well. It's honestly quite surprising that this feature doesn't exist in SALES software. Every company has a different length of sales cycle. At nearly every company I've been at that's had a robust sales system, we've known what the average cycle is, and had that date defaulted when the prospect reached a certain stage. It's the whole premise behind predicting revenue.  This seems like it should be part of the Sales 101 build deck for any sales software. It's quite disappointing that's it's not even being considered.

jkutay
Member

+1 on this feature, I'm really surprised hubspot CRM doesn't have this ability. Seems very unpolished.

bradleynoel
Member

I agree with the many requests. 

 

And would like to add one more thing.

 

In the Deals Pipeline. It would make sense in the card view to be able to switch the displayed card values away from "close date" and display instead "quoted date" or even better pick what ever you want for your company's needs.

 

The close date automatically being set is bad enough, then making it visible all over the pipeline just makes it worse. 

Frank_Z
Member

100% percent agree with @bradleynoel on the ability to choose which date shows up on the cards in the Deals Pipeline.  For our company's purposes - have the cards sorted by last activity date - showing the oldest date at the top, and most recent activities at the bottom - would help our team not have opportunities fall through the cracks.

CWest
Member

Not b eing able to adjust this makes the forecast report complete rubbish an d of no use