HubSpot Ideas

KateFoy

Deal Close Date remove or standardize time component

I would love to have the time component of the Deal Close Date be able to be defaulted to a certain time value. Currently the time portion is set by when a change to the field is made. For us, this creates an issue if a US West Coast user is working late and makes changes. I have a chunk of deals that are predicted to close in Fiscal Year 2023 (1/1/2023) for US East Coast users, but Fiscal Year 2022 for Central to West. 

 

Allowing us to set all deal times at like 1 PM EST (or whatever) would help with this issue. Or alternatively using UTC. Just anything where my yearly bookings aren't different depending on where you are pulling the report!

1 Reply
Malcolm_Chiu
Participant

You can try to create a calculated field,  or alternatively create a custom report using exported data.  FYI, I have done some extensive work to help one of my customers to track various KPIs around Deal Close Dates and I will be open to share what I've done and offer you some free-advice.  You can message me directly.