HubSpot Ideas

Achagnon1

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). 

Actualizaciones de HubSpot
April 05, 2024 08:14 AM

Hi @Ruben_tB, appreciate the context. If you are creating properties to use in lists, you can replace it with the filters approach I detail in the video.

 

In the criteria for each list, you would create a filter like:

`First Order Date` more than `365` days ago AND `First Order Date` less than `730` days ago (for Year 1)

`First Order Date` more than `730` days ago AND `First Order Date` less than `1095` days ago (for Year 2)

etc

 

Hope that helps - let me know if I am missing something.

Estado actualizado a: Being Reviewed
April 03, 2024 12:57 PM

Hey everyone! Jeff from the HubSpot product team. Thanks for the upvotes, comments, and survey submissions on this post. It's on me that we haven't responded as much as you would have liked. The Community means a lot, and (believe it or not) we read every comment.

 

I've been looking into this "dynamic time" challenge for a bit, and I think the solution most of you are looking for already exists - it might just be too hidden. I recorded a quick video walking through what I'm thinking (apologies it's not as "quick" as I'd like). Directions written out below. I welcome your response in the comments on this post - what did I miss? What use cases do you have that I might not be considering? Appreciate your insight.

 

When I've spoken to customers on this, the common needs are something like: "Fire a workflow when the 'renewal date' is in the next 30 days" or "Show me a report of everyone with a 'birthday' in the next 30 days", where renewal date and birthday are just examples.

 

To do that, try the following:

- Create a workflow on your object (in my example, Company is where "renewal date" is)

- Set the workflow to trigger "when criteria is met"

- Choose your date property (mine was "renewal date") and then look for the filter option "is less than" (maybe 2/3 down the list).

- In the "less than" filter settings, you can enter "days from now" or "days ago" - which both work off Today's date!

- Then add your other criteria and your action

 

I'm including a screenshot of the workflow and filter I used below. It's super simplistic - but it should give you an idea.

 

Screenshot 2024-04-03 at 3.53.57 PM.png

I hope (for some of you at least) this avoids the need for an intricate set of workflows to set a "Today's Date" property. Let me know in the comments if it helps, or if your use case would require something different. Really keen to learn more. We're interested in solving this problem, but its not at all easy to solve in Time Between properties (I so wish it was!) and I think this Filters solution gets at what a lot of you have been looking for.

 

Thanks for watching/reading and for your feedback.

Jeff

March 21, 2023 07:18 AM

Hi all!

It's Shay again from the Product Manager on the CRM product team.

 

Again, thanks to everyone for taking the time to submit, upvote, and comment on this Idea. We’re still reviewing this idea and trying to determine the best way to implement this in HubSpot. Turns out it’s a fairly complex engineering problem. To better understand all of the use cases for this type of field, we've created this survey and would very much appreciate it if you all could take a couple of minutes to fill it out.

 

Thanks,

Shay

Estado actualizado a: Being Reviewed
October 06, 2022 08:08 AM

Hi folks,

I’m Shay Jones, the Product Manager on the CRM product team.

 

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!

-Shay

100 Comentarios
Teun
Experto reconocido | Partner nivel Diamond

This is a must have feature for workflows!

auto-mate
Colaborador líder

Argh banged straight into this using calculations for the first time.

 

Surely this is an open goal Hubspot bunnies! 

JOpie
Colaborador líder

+100 on this. I used some of the workarounds, but this really is a necessary feature, critical for reporting!

perrisluder
Miembro
I agree with the rest of the Hubspot community that a Today's Date feature is essential for reporting. “Band Aid” fixes with workflow work arounds can work in some instances but not for all reporting needs and not for all organizations. 
 
I also have to large data exports from Hubspot into csv files and then into excel to run formulas and calculations on to get the information I need. And I flat out do not have the ability to provide some of the Pipeline health automation notifications within Hubspot that are based off of time spent in a deal stage. 
GRaman
Miembro

Yes please. This is a must have feature.  

hbtraveller
Miembro

+1 from us. We want to build reports that look x days in the past and x days into the future. 

 

Alternatively I could also live with a native feature that allows me to build more dynamic filter options based on closed date. The ones offered are just not right.

bi_developer
Participante
It's wild how the Hubspot team has ignored this "must-have" feature for
years, and this community thread has been actively growing every month. I
suspect for every 1 comment here, there are 100 organizations that have
looked for this feature and gave up without writing comments.
FelipeFelix
Colaborador líder

Yes, I want to use that!

gsaezsanchez
Miembro

More than a year waiting for this feature and no reply from HubSpot so far.

GKell
Colaborador

Another glaring relative date range miss by Hubspot. 

auto-mate
Colaborador líder

Harsh but fair!

DFrayre2
Miembro

Crazy that you can display the "days open" number on deals and tickets, but not report on it or have it reflected in a property. Come on HubSpot! 

CatherinWright
Participante

Plus one to this ask for a dynamic "today" option for the time between function. Thanks!

JulianTEC
Participante

Also trying to do this:

Today's date - Last Activity Date = Days Since Last Activity

JPak
Miembro

Please make this a priority, HubSpot! It's essential to be able to report on a "today's date" property to track days aging since a specific date or event.

GThomson
Miembro

something so unbelievably simple yet we still don't have it!

LMaseraGarza
Participante

Please, please implement. We are trying to create a length of membership field and are having to do this outside of HubSpot. 

bi_developer
Participante
I've written to the VP of Customer Support twice, and made more than one
support ticket for this request. Hubspot doesn't care and ignores this
thread, but they always respond with a generic "we take your community
requests seriously". The only update to Hubspot I've seen in the past year
is a weak beta feature for events.
LMaseraGarza
Participante

I did a workflow workaround to create a "Today's Date" field. Then used that to calculate the "Length of Membership" field. On the contact record it shows, membership is "10 years" but when I put it in the email, it says, "31,708,800,000" because it turns it back to milliseconds!

 

UGH! What is the reasoning for this? HubSpot is both amazing and extremely frustrating. 😜

tannerm123
Participante

Definitely needed, especially the dynamic 'today' part.

Our use-case is sending out a CRS - we only want to send this if the event happened today and they meet other criteria. If the event happened in the recent past and they NOW meet the other criteria, we don't want to send the CRS.