topic No of Days in Specific Deal Stage in Tips, Tricks & Best Practices

No of Days in Specific Deal Stage

AJ_Kakrot — Thu, 29 Aug 2024 15:51:06 GMT

In HubSpot I want to calculate the number of days for the deal stage. HubSpot does calculate the cumulative and latest days in stage but only once it moves to the next stage.

However, I want to calculate the number of days when it enters in a stage till it exits.

Say a deal enters,

In Stage A - x days

In Stage B - Entered in stage - Today's Date (But when it exits from stage B it should not calculate and increment the value)

Is there any way or workaround to develop such deal calculation property.

Thanks in advance.

Re: No of Days in Specific Deal Stage

BérangèreL — Fri, 30 Aug 2024 08:47:33 GMT

Hi @AJ_Kakrot, I hope that you are well!

Great question, thanks for asking the Community!

I have found for you similar threads that might help you:

- The solution from @HarvestROI on this post "Time in current deal stage"
- The solution from @karstenkoehler on this post "Number of days between a lead stage"
- The solutions from @LRehn and @karstenkoehler on this post "Create "time in deal stage" report"
- The solution from @karstenkoehler on this post "Calculating the time spent on each deal stage"

I hope this helps!

Have a great day and weekend!

Best,
Bérangère

Re: No of Days in Specific Deal Stage

AJ_Kakrot — Sat, 31 Aug 2024 15:46:20 GMT

@BérangèreL thanks for looping. Unfortunate I was not able to find out its solution yet.

Re: No of Days in Specific Deal Stage

ChristoV — Tue, 03 Sep 2024 14:13:57 GMT

Do your stages always follow each other? An option could be to create a calculated field that subtracts the "Date Entered" timpestamp value from the next Stage. HubSpot stores this seperate for each Pipeline stage. In the screenshot below HubSpot saves the timestamp when the Deal entered the Verbal Agreement stage and also the timestamp when the Deal entered the Quote Sent" stage. I can then subtract the timestamps.

Re: No of Days in Specific Deal Stage

AJ_Kakrot — Tue, 03 Sep 2024 15:56:44 GMT

@ChristoV I thought of this but I want to calculate the number of days of its current stage when it entered. But here Date entered property is requied. In my use case below is the scenario,

Stage A > Stage B

So when deal enters Stage B from Stage A, i want to calculate the number of days it entered into Stage B based on today's date.

Re: No of Days in Specific Deal Stage

ChristoV — Wed, 04 Sep 2024 06:29:13 GMT

Hi @AJ_Kakrot, are you able to get the value of today's date? I would think it is a basic function available on calculated fields, but this does not seem to be the case. I have found this discussion on creating a field for today's date.

Do you want a property that holds this value or is this more for reporting?

Re: No of Days in Specific Deal Stage

AShah5 — Mon, 25 Nov 2024 11:07:16 GMT

How did you do this - is this on reports?