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
Tuesday

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

74 Replies
ernopyykko
Esteemed Contributor

@gelflex-cc, sales automation seems to be available starting from the 'professional' package. 

 

@rasmustoivonen, we use another property for that. We created a custom one called 'expected close date', which allows the reps to give an indication of when they think it'll close. This also helps us to get a grasp of how accurately are people able to determine the actual close date. 

gelflex-cc
Top Advisor

@rasmustoivonen I love it! Thanks for sharing.

rasmustoivonen
Occasional Contributor

@ernopyykko, Thanks! Though, I wanted to do this to simplify for our Sales Reps. Your solution is nice for analytics and follow-up reasons though not for simplifying reasons and minimizing faulty data.. 

sleitz
Occasional Contributor

Or...don't auto-generate a close date at all. I don't seen why that is necessary. Our industry has sales cycles from 9-12 months and this is not helpful at all. 

sleitz
Occasional Contributor

Same here! This needs to be editable and either not have a default or be able to customize the default. Very frustrating.

KSM
New Contributor

Please stop auto-populating my Close Date! That just adds to my workload because I have to clear it each time I create a deal.

dealio
New Member

How has Hubspot not fixed this yet? Can't be too difficult from a programming point of view. What percentage of users benefit from auto-populating Close Date with a totally arbitrary date that can't be adjusted in settings? Must be about 1 for every 100 people who find this annoying and disruptive. C'mon Hubspot, you're better than this!

davidw803
Occasional Contributor

5 pages of comments and still no change.... Smiley LOL

crowdsync
New Contributor

Also think this is one of the most annoying things about hubspot,  kinda insane that theirs 5+ page on this + numerous other topics and no one has done anything about it. 

krestiank
New Contributor

Adding this feature would save me 2 hours of tidying up pr month. Please implement it. Alternatively: Let me create a workflow that does this for me :-)