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
FabianHaas
Visitor

Agreed! A lot of users could benefit from having the close date set to a default number of days once the deal is created. 

Gozde
Occasional Contributor

+1, it is the sad that we are still waiting for such a simple feature.

iminaii
New Contributor

+1, I understand why it's better to have a deal close date on all deals, but for some pipelines with extremely long deal close times it's just irritating.

Divyesh
New Contributor

+1 Please make the default close date configurable OR at least  change the default behaviour of the close date on deal creation such that its empty to begin with. This is creating lot of confusion while creating new deals and we have to manually clear it everytime. 

santygomez
Occasional Contributor

Hi I also need to change the default close date to the day of creation of the contact, does anybody know if this feature is already available for us?

VagaeNatus
Advisor

This would likely be defined at a "record type" level, as it is called in Salesforce.

yogo
New Contributor

Hi,

 

we do have the same problem and we solved it with a workaround.

You can use the hubspot workflows functionality in order to set the "close date" property to en empty value when creating a deal.

So, if you would like have this functionality set active from e.g. today onwards, you need to define a deal workflow as shown in the pictures below:

 

workflwo_-Empty _Close Date_ when creating new deals _ HubSpot.pngworkflow - actions

workflwo_-Empty _Close Date_ when creating new deals _supps HubSpot.pngworkflow - suppressions

 

Hope this could suit your needs.

Pleaes also check before setting this workflow active, if non of your old deals are affected.

 

hugosyone
New Contributor

Hubspo definitely needs to change ouw DATE CLOSE works.

bendonahower
Regular Contributor

+1

 

if in the set close date workflow property there was an option like x days in the future in addition to the date of step and a static date that would work as well... 

GregDuffy
Occasional Contributor

I have this issue too!