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.
We're in the same boat as most people in this thread - we have at least 3 clients now who require forecasts for a rolling "next 90 days", "3-12 months" and "12+ months". We've been using this in other CRM systems like Insightly for years - this would love to see this be the norm for HubSpot too.
Looking for an update...been over a year since you said you were working on it. I can't imagine this is a heavy lift since most the functionality exists
I can't believe this still hasn't been updated. Future revenue and pipeline weighting is key. Being able to only filter with LAST X days and not NEXT X days is such a basic request that should not be ignored. Hubspot please provide an update on this
This is an absolute necessity for CRM.... who cares about the "past" forecast....a forecast is looking forward. This has to be completed HubSpot for functionlity... replies required @mgriffith as this really isn't good enough.
Apologies if I have missed one, but as far as I can see, the most recent update you provided about this functionality was on June 16th, 2020. Since then, there have been multiple new requests from your customers for this functionality to be added.
As the product manager for HubSpot’s reporting tool, and given that it's been 20 months since you last replied, I would really appreciate if you would please provide an update.
Still waiting for this much needed feature, also rolling dates in general seem to have been removed from the Custom Report Builder which was recently released.
Echoing everybody here; this basic reporting/workflow filter functionality should've been prioritized and implemented from the beginning, if not at least when the issue was raised. Please fix!
Hello, This is an important feature that is essential. I use reports to share the health of the pipeline, etc. with upper management. Management has a very short memory. They care about what is coming down the pike and lose site that we just closed a bunch of deals. That's in the past. I use these reports by putting them in the dashboard and then let management see them in the dashboard. They should not have to go in and change dates, etc. These are executives. The same executives that will decide if a tool isn't giving them the information they want and need, then the tool can be replaced with another tool that does! Thank you for listening and changing your view forward and away from the past.
Completely agree with @DCRobbie. I need to do exactly the same thing and the sales director is really unhappy at having to remember to go in and change the date each time when wants to check our rolling 18-month pipeline.