{"id":4113,"date":"2026-05-29T20:07:30","date_gmt":"2026-05-29T20:07:30","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4113"},"modified":"2026-05-29T20:07:30","modified_gmt":"2026-05-29T20:07:30","slug":"expected-close-date-zoho-crm","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/expected-close-date-zoho-crm\/","title":{"rendered":"Expected Close Date"},"content":{"rendered":"<style>\n.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}\n.gt-def{border-left:4px solid #E8650A;padding:16px 20px;background:#fff8f4;border-radius:0 8px 8px 0;margin:0 0 32px;font-size:1.05rem}\n.gt-section{margin:0 0 36px}\n.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}\n.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}\n.gt-example-box strong{color:#2563EB}\n.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}\n.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}\n.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}\n<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">Expected Close Date in Zoho CRM is a field on the Deals module that records the date by which a sales rep expects to win or lose a deal. It is a key input for pipeline forecasting and helps sales managers identify deals that are overdue or at risk.<\/div>\n<div class=\"gt-section\">\n<h2>What is Expected Close Date in Zoho CRM?<\/h2>\n<p>The Expected Close Date is a mandatory date field on every Deal record in Zoho CRM. When a rep creates a Deal, they set the date by which they expect the deal to close. This date is used by the forecasting engine to include the deal in the right period&#8217;s forecast and by pipeline reports to calculate weighted revenue by month or quarter.<\/p>\n<p>As time passes, deals whose Expected Close Date has passed but remain open become &#8220;overdue&#8221; in the pipeline view. Managers use this to identify stuck deals that need intervention &#8211; either a push to close or a stage regression to reflect reality.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Expected Close Date in Forecasting<\/h2>\n<p>Zoho CRM&#8217;s <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/forecast-zoho-crm\/\" class=\"sp-content-link\">Forecast<\/a> module uses Expected Close Date to group deals by period. A deal with an Expected Close Date in December appears in the December forecast. If the date slips to January, the deal drops out of the December forecast automatically.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Industry Example<\/h2>\n<div class=\"gt-example-box\"><strong>Manufacturing:<\/strong> A capital equipment salesperson sets Expected Close Date to 31 March for a large lathe purchase &#8211; the end of the customer&#8217;s financial year. The sales manager&#8217;s Q4 forecast includes this deal. In mid-March, the customer delays. The rep updates the Expected Close Date to 30 April. The deal moves out of Q4 and into Q1 of the next year automatically.<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Related Terms<\/h2>\n<div class=\"gt-related-pills\">\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/deal-opportunity-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Deal (Opportunity)<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/forecast-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Forecast<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/deal-stage-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Deal Stage<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/deal-velocity-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Deal Velocity<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/pipeline-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Pipeline<\/a>\n<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"gt-faq-item\"><strong>What is Expected Close Date in Zoho CRM?<\/strong><\/p>\n<p>Expected Close Date in Zoho CRM is a field on the Deals module that records the date by which a sales rep expects to win or lose a deal. It is a key input for pipeline forecasting and helps sales managers identify deals that are overdue or at risk.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>Is Expected Close Date mandatory in Zoho CRM?<\/strong><\/p>\n<p>Yes. Expected Close Date is a mandatory Standard Field on the Deals module. It cannot be removed, though it can be renamed in the Page Layout editor.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>How does Expected Close Date affect forecasting in Zoho CRM?<\/strong><\/p>\n<p>Deals appear in the forecast period that matches their Expected Close Date. Updating the date moves the deal to the new period&#8217;s forecast automatically.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Expected Close Date in Zoho CRM is a field on the Deals module that records the date by which a sales rep expects to win or lose a deal. It is a key input for pipeline forecasting and helps sales managers identify deals that are overdue or at risk.<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Expected Close Date | Zoho CRM Glossary","seo_description":"Expected Close Date in Zoho CRM is a field on the Deals module that records the date by which a sales rep expects to win or lose a deal. It is a key input","seo_keyword":"expected close date zoho crm","seo_faqs":"[{\"q\": \"What is Expected Close Date in Zoho CRM?\", \"a\": \"Expected Close Date in Zoho CRM is a field on the Deals module that records the date by which a sales rep expects to win or lose a deal. It is a key input for pipeline forecasting and helps sales managers identify deals that are overdue or at risk.\"}, {\"q\": \"How does Expected Close Date affect forecasting in Zoho CRM?\", \"a\": \"Deals appear in the forecast period matching their Expected Close Date. Changing the date moves the deal to the new period automatically.\"}]","term_type":"Business","glossary_related":"","glossary_links":""},"glossary_category":[1238],"class_list":["post-4113","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-crm"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4113","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4113"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4113"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}