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

[webwarriors]

Hi there,

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.

[Ross-pas]

Any update on this?  Seems like a pretty basic requirment,  currently we are having to use excel for this :s

[grantduke]

Can this be prioritized with urgency? I feel this should be a basic feature in a CRM system in 2021

[PAppelmans]

Hi @mgriffith 

Any update on this? As stated many times before, this is highly needed in a lot of companies. Any updates on an expected date?

Thanks!

[06119]

Same issue, I'm having to build custom fields and workflows for everything that I want to see in the future, not ideal. 

[hannahflat]

Is there any update on this? This really is needed to see future activites that have been scheduled. 

[JRoyle]

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

[TSheepshanks]

This should be standard for any CRM

[EK_Entromy]

why hasn't this been implemented?

[SaWells]

Really need this feature, is there an update?

[CJenson]

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

[TSheepshanks]

This needs to be addressed immediately. I can’t understand why this is available and requires external work arounds that reflects poorly on Hubspot

[JMarshall1]

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. 

[BW3]

Hi @mgriffith

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.  

[JLRieu]

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.

[clarencey]

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!

[DCRobbie]

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. 

[davidrevis]

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.

[odo]

Hi Meaghan @mgriffith 

Is there any update on this issue? I guess if you ask your internal sales team, they will strongly agree here 😉

Thanks 

[JLRieu]

I have received no further updates.  We desperatly need this functionality for Forecasting purposes.