Having a dynamic 'today' field in the 'Time between' feature
I'm in the process of setting up calculated properties to use the new "time between" feature in reporting, and realized that, in the 'time between' calculations for properties, I'd like to have access to the option 'today,' which would be a dynamic date set as the value of today's date.
That would allow me to track dynamically how long has it been since a deal has been created ('today' minus 'create date' = how far along we are in the sales cycle up till now).
We are adding today's date on some selected records through the API. It's not a great solution and it does not help with a lot of the reporting and automation needs.
It is incredibly frustrating that HubSpot does not have "Today's Date" since this is something so obvious.
i completely agree and have had to create two properties and a 3-layered workflow to do something that can be simply solved by allowing dates to be compared to Today.
This field is becoming a must have - I have multiple clients asking for reliable, stable date reporting (such as deal aging in days) and that can only be accurately produced with a dynamic "today's date field" - all other work arounds are unstable. Please please create this field!
Why haven't we received any update yet on this thread? Constantly we receive the answer in other threads "please add a new idea in the forum" or "please upvote the idea so we can track the interest"
This standard feature has over 130 upvotes and a lot of direct messages without any reply from HubSpot employees.
Could you at least give us a reason why not even one answer yet? I would even be fine with "Hello customers HubSpot doesn't allow for such a feature because of the way it was programmed. We apologize" At least then we would have closure on this.
But why the radio silence on this basic thing?? Or why not even consider this Idea as "In Planning" for such a long time if this is such a requested feature?
If I'm not mistaking I can't even choose in deal workflows "Date property ... is today" as an option.
I've been recommending at the conferences I attend, to avoid Hubspot. Because the lack of this feature is absurd, and the lack of customer support is shameful. The amount of capital resources Hubspot has, but cannot add a simple NECESSARY feature for users? I avoid Hubspot for all reporting now, and if I am forced to use our Hubspot data, I export into a different system. Over a year of negligence from Hubspot on this obvious feature. Sincere disappointment.
This is one of the most basic features in any SFA tool, its riduculus I have to build a workflow to do this. Why is todays date not a standard properry
Somebody may have a simpler way to do this, but here's my solution.
I created mine in Deals so will use that as the example. I will also explain how I calculate # of days until the event (because Hubspot does some frustrating things in their normal calculation)
1. Create four properties in Deals
A. "Today's Date". Field type should be Date Picker
B. "Project Date" (or whatever you want to call this). Field type should be Date Picker
C. "Date Status". Field type should be Dropdown Select. Options should be "Future", "Past" and, if you need it "No Date"
D. "Days Remaining". Field type should be Equation. Calculated Property Type should be Time Between. Start Date = Today's Date. End Date = Project Date
2. Create a workflow based on Deal properties
The is where it becomes a little tricky so I'm attaching an export of my workflow. Here are the basics:
A. Trigger = Today's date is known OR Today's date is unknown. Re-enrollment = Yes
B. If/Then = Project Date is known
B1. If YES (Project Date is known), Set Property Value of Today's Date to "Date of Step". CONTINUE TO C
B2. If NO (Project Date is not known), Set Property Value of Date Status to "No Date". END FLOW.
C. If/Then = Project Date is BEFORE Today's Date
C1. If YES (Project date is before today's date), Set Property Value of Date Status to "Past".
C1a. Clear Property Value = Clear Today's Date. END FLOW
C2. If NO (Project date is NOT before today's date), Set Property Value of Date Status to "Future"
C2a. Delay Until A Day or Time = delay until 12:15am. END FLOW
The last "Delay until a day or time" allows the workflow to re-run all relevant deals every day so that when you wake up, the Today date has been updated.
One of the challenges of Hubspot is that when you calculate a time between two dates, even though you set a Start Date and an End Date, Hubspot won't indicate that a date is in the past. For instance if today is August 1 and your project date is August 8, Hubspot will show Days Until Project = 7. However, if your project date is August 8 and today's date is August 15, Hubspot will still show Days Until Project = 7 (it should be a negative 7 to indicate it's in the past).
In order to resolve that issue, I use the "Date Status" field to indicate if the project date is in the past or future. If it's in the past, I don't need to know how long until the project, so I clear todays date.
We set tasks based on # days before an event (project) date. But with Hubspot's way of calculating, it will actually set up tasks to do AFTER the event/project.
I hope this was helpful! Please feel free to reach out with any questions.
If anybody at Hubspot is reading this, I hope you can understand the craziness that we have to go through to simply understand how many days before something occurs.
i'd like to see this as well, please --we're trying to build some campaigns around how long someone has been a client, to spur a conversation around it being time to update their website.
We've been asking for this "Today's date" feature for over a year.
How many people asked for "the ability to drag instead of click X" ? I think nobody asked for that, yet it was a prioritized feature in an update?? And this was 8 months ago. When will you prioritize the feature that users are actually asking for??
HUBSPOT UPDATE: Monday, January 11, 2021
We’ve released some new updates we hope you’ll find useful. These updates are aimed to enable you to better interact with your data fields and manipulate them.
Here’s what’s new:
Instead of clicking "X", you can now drag fields back down into the "staging" area to remove them from the chart.
