The sales team needs to be able to view a report that shows upcoming close dates for deal in particular stages. Ideally, it would be a report that would show the NEXT 120 days.
Currently, the only options for rolling date ranges are for the LAST X days.
I agree!! Rolling dates for the FUTURE is so very important, but also the ability to pick 120 days or 180 days, etc. Our sales cycle is longer than 90 days, but the next option is 365 days which is too long. The reports end up being jam packed and our sales staff stop paying attention to them.
Hubspot CRM sales reporting is so WEAK. Future rolling dates are CRM 101. C'mon Hubspot get your act together. I just need all the basic stuff that Salesforce has so I can stay on Hubspot.
I completely agree with all of these suggestions. Commercial functions are more interested in predicting future revenue performance than they are interested in describing past revenue performance. That's possible to pull from accounting software.
We need future rolling date ranges, of a wide range of durations, to be applicable to all reports. Hubspot already have them built for the past (how is this useful?!), so just duplicate the code and tweak the relevant pieces to be forward-looking. The database doesn't mind whether a query is in the past or future. It's just a database. And the data is already there.
Please get this implemented asap. It's super basic reporting functionality for a commercial applicaton and frustrating to see how many people are asking for it without progress over such a long period.
My Sales Director needs a pipeline report in a dashboard that shows the pipeline for the next 9 month so that he can keep an eye on if it goes up or down. I cant create this for him as I cant set a rolling date range in the future. I can't expect him to adjust it manually all the time!!
Absolutely, shocked how future rolling ranges is not a feature yet. This is a necessity for any kind of sales forecasting. We need to be able to see a 90 (or 120 day) pipeline......It would be awesome if we can see actual value vs goal as well.