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
08-29-2019

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

73 Replies
krispag
Esteemed Contributor

Same. Why automatically populate a date if the deal is not closed? After all, there is an expected close date property.

Paul_Good
Occasional Contributor

YES. Please this.

TomS
Occasional Contributor

We would like to see this as well. Seems like it's not being picked up by Hubspot yet?

 

 

rso
New Contributor

Hubspot can drastically improve the user experience by getting rid of the default close date (end of the month) when a deal is created and also when a deal is closed if there is already a value in the close date field

 

 

Carlson
New Contributor

Similar to all the previous posts, we would like to configure the close date when creating a new deal. 

Too much work on monthly basis to have the sales team manually update this, seems like this request would benefit all Hubspot users. Any work around ideas out there?

krispag
Esteemed Contributor

I propose a default of no Close Date when a deal is newly created as it is unlikely closed at the time of creation. Instead, allow pre-determined values for Expected Close Date, but default that to no value as well. The default for Close Date is truly a pain point for us!

CHHS
New Contributor

@hubspot can you comment on why this is not addressed however this goes back 2+ years?

tomas212
Occasional Contributor

It's really sad how Hubspot keeps on ignoring this issue although people have been talking about this problem since 2017. Very poor. @cnewtonhubspot @ashahhubspot can you explain?  

LeeHouse
Occasional Contributor

@tomas212 Sadly unless a request is about a way that @hubspot can make more money in developing a new component that has a subscription model then they are not interested in listening.

There are a number of very small and simple things in the UI/GUI that could be fixed to make the user experience a better one and a more productive one but they are single viewed. They just want more and more intergrators they can sell to and knock out half finished SAAS components that you get tied into.

We leave in a couple of months when our 2nd year is up and will move to Salesforce. I would advise the same.

tomas212
Occasional Contributor

@LeeHouse Exactly, we have been noticing those small issues that could be solved very easily since we started using HubSpot. It frustrates me because the software itself could be brilliant if they cared about it more and actually listened to us, the people who have bought it in the belief that it's gonna be the right solution for us even though it's not the cheapest solution on the market, by far. I absolutely get why you decided to leave the platform, but we just started using it 4 months ago so it's not really a solution for us.