Expected Close Date, Likelihood, and Forecast Reports
under review
Y
Yusuf Young
In almost every other CRM, it is possible to enter not only close value, but also expected close date, a percentage of how likely it is to close (with each stage in the pipeline having its own default % value unless you change individual opps manually), and and along with that be able to get some reports of forecasted close values on various dates (possible to filter by pipeline).
Please enable this since this will be a crucial thing for a B2B CRM.
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M
Matt West
Under Review? This is LITERALLY the 101 basic function of a CRM - come on team...let's speed this up
P
Pallavi Kothari
marked this post as
under review
R
Randall Chalan
Pallavi Kothari when will this be live?
A
Alejandra Castaneda
Pallavi Kothari We really need this please! and be able to have forecast reports, we're losing clients because of this please
A
Alejandra Castaneda
this is vital for any CRM!
L
Luis Carlos
This is an industry standard. Baasic and essential feature in any CRM.
A
Aquiles Casabona
Pallavi Kothari
Update request — essential CRM feature (pending since 2023)
We have maintained open requests for this improvement in GHL since 2023. We noticed our request was included/clustered with others, yet there has been no visible progress or status update. We consider this capability a baseline requirement for any sales CRM.
P
Pallavi Kothari
Merged in a post:
📌Request for Enhancements to Opportunities in GHL
A
Aquiles Casabona
I’d like to suggest the inclusion of a few essential fields in Opportunities that would significantly improve pipeline management and forecasting.
Recommended fields:
Product/Service of Interest
Decision Deadline (as informed by the client)
Close Probability (%)
Expected Close Date
Stage Duration / Time Between Stages (e.g. Proposal Sent → Deal Closed)
Why these fields matter
- Pipeline accuracy & forecasting
- With “Close Probability” and “Expected Close Date,” users can build more reliable revenue forecasts.
- The Stage Duration field helps track how long opportunities stay in each stage, improving cycle time analysis and identifying bottlenecks.
- Customer intelligence
- The Product/Service of Interest field enables more granular reporting, helping teams understand which offerings generate more pipeline and conversions.
- Operational efficiency
- The Decision Deadline helps sales teams prioritize hot vs. long-term opportunities, while “Stage Duration” improves follow-up strategies.
- Industry standards
- Leading CRMs (HubSpot, Salesforce, Pipedrive) already include product/service association and cycle duration tracking.
- Without these fields, users often resort to workarounds, which reduces GHL’s value as an all-in-one CRM.
🚀 Impact for GHL
- Stronger positioning as a robust B2B sales CRM.
- Higher customer retention by covering critical forecasting and reporting needs.
- Greater perceived value, reducing the need for external tools.
P
Pallavi Kothari
Merged in a post:
Forecasting
M
Matt West
I want to be able to see quarterly sales and break this down for each Q next year for example. The CRM is very basic and two clients are keen to move to the free version of HubSpot instead. Happy to chat to someone about what more it needs
P
Pallavi Kothari
Merged in a post:
Estimated Close Date
E
Ed Erickson
Add a field for estimated close date to opportunities
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