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DELIVERY MODULE Within 1 week

Earliest Deal Close Date on Company

Add a company property that shows the earliest close date across the company's deals, calculated automatically by HubSpot.

Delivery module

AU$160

Within 1 week

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has a company property showing the earliest close date across that company's deals.
The value updates by itself as deals are added or close dates change.
Client can filter and report on companies by when their first deal closed or is due to close.

Not included

Workflows, lists or lifecycle stage automation that use the new property
Reports or dashboards
Fixing missing or wrong close dates on existing deals
Rollups on objects other than companies
Any other calculated or rollup properties

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

Partner Admin access to HubSpot, needed before Rollup Property Build
A Professional or Enterprise HubSpot subscription (rollup properties need one), needed before Rollup Property Build
Which deals should count: all deals, closed won only, or one pipeline, needed before Rollup Property Build

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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