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

[nlentine1]

It's actually baffling that this thread has been going on for 7 years with very little movement to fix this issue. This is table-stakes for good reporting. How has this still not been implemented??