Future Rolling Date Range

[karinamariotti]

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.  

An option for NEXT X days is needed.

[karinamariotti]

Hello everyone!

As always, thank you all for your continued input and patience as we worked to deliver custom rolling date periods. For now, this addition is specific to the custom report builder and its powerful new date comparisons feature.

When using the new "Compare by" channel, you're able to compare data across a specific time range. There is now a Custom option under "Filer period," which allows you to to select the date part you want to compare by (i.e. day, week, month, quarter, year) and set the number of periods you would like to include. Also, there is an option to determine whether these periods are in a next or last timeframe.

custom rolling date range

We recognize that this is currently only offered in a specific tool within HubSpot and that it's desired to be included more globally. We have other teams that are working hard to expand this functionality to filtering options in general. I am hopeful that this type of functionality will be more readibly available across filtering by either the end of this year or early 2023. 

[karinamariotti]

Hi @clarencey! Thanks for reaching out and continuing to share your feedback. 

I'm happy to report that we are actively working on supporting a custom rolling date range, (i.e. last x period, next x period), which would provide a future-looking view. The initial place that this will be supported is within the custom report builder, specifically with the new date range comparisons functionality, which is currently in a public beta. Alongside the update in the custom report builder, we are working with the filters team to have this added as a standard option overall.

I anticipate that the custom report builder will support a custom rolling date range for our "Compare by" beta feature this quarter, and there are plans for implementation in standard filtering later this year. For now, I'd recommend using the "days from now" option when doing future-looking filters within Lists, which can then be applied as a filter to any custom report. 

I will update this thread as this work progresses, and thanks again for all of your valuable feedback!

[karinamariotti]

Hi folks,

I’m Meaghan Griffith, the product manager for HubSpot’s reporting tool.

Thank you all for taking the time to submit, upvote, and comment on this Idea. We hear you loud and clear, and we agree that this functionality is important. We are currently evaluating if this Idea is feasible and, if so, how our team will implement it. 

Any news about this feature request will be relayed on this thread, so stay tuned.

Thanks again, 

Meaghan

[guy-levine]

It would also be good to have the ability to say number of days, not just fixed dates on date properties in the deal object, not just contact.

[KinseySullivan]

@karinamariotti @guy-levine those would both be great!

[ianhill]

This would be exactly what we need too! With an option to select how many days in the future

[scottfox]

yes please!!!

[AngelaHengsberg]

I would love to have the floating period setting also for future dates (weeks, month, quarters, year). 

[CherylLK]

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.

[sjshannon]

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.    

[miikkaj]

Any updates regarding this?

[jayzee]

This is a necessary filter for any sales team.  I'm surprised that this has been being asked for since at least 2017 without being implemented.

My specific use cases include:

1) Deals closed in the past week (after 7 days befroe TODAY)

2) Deals created in the past week (after 7 days before TODAY)

3) Deals with activity older than XX days before TODAY

4) Any task dates prior to TODAY.

TODAY = today's date, regardless of when I run the filter.

[SarahAB]

Without this, I waste so much time updating custom date ranges on my reports! Would love to see this happen. 

[BastiSchuhl]

Absolutely agree with the previous comments. The ability to have rolling dates for future time ranges is crucial for any Sales Reporting! 

[KovalRad]

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.

[Tim1234]

+1. Need this.

[Mudia]

Yes, I agree... Please add:

• last 120 days
• Last 180 days  
• Last 240 days
• Last 300 days

Or if possible make it custom days. It would improve our sales reporting a lot. 

[csanabria]

Please, we need Future Rolling Dates Ranges too. 

Any news?

[louischausse]

There is another idea thread for the same thing here:

https://community.hubspot.com/t5/HubSpot-Ideas/Add-Next-XXX-days-to-filter/idc-p/273510#M35768

Can an admin merge it please?

[davidrevis]

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!!

[patrickb]

Yes, that is also a necessary feature for us regarding the date in the pipeline reports. Similar as the "Last XXX days" we need "Next XXX days".

Hope this will get implemented soon, because otherwise we would need a separate reporting outside of HubSpot for this purpose.

[jchookazian]

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.

[rmitchell1]

I can't believe they haven't responded to this post. This seems like such basic functionality.