topic Re: Lead stage in Tips, Tricks & Best Practices

Number of days between a lead stage

JFox50 — Fri, 26 May 2023 17:55:12 GMT

Hi all! I have only just started to use Hubspot and there are already stages built for leads and deals but what I am trying to analyse is: the number of days between each stage to get an understanding of where there are delays or long cycles in the funnel.

I hope someone can help!

Re: Lead stage

karstenkoehler — Wed, 24 May 2023 05:40:01 GMT

Hi @JFox50,

This can be achieved with calculation properties: https://knowledge.hubspot.com/crm-setup/create-calculation-properties

In calculation properties, you have the option to calculate the time between date properties. You can reference the "Became a lead date", "Became a marketing qualified lead date" etc properties here.

Once you have these calculated values on each record, you can create a custom report: https://knowledge.hubspot.com/reports/create-custom-reports

(This requires a Professional subscription.)

Let me know if you have any follow-up questions!

Re: Number of days between a lead stage

DSingh59 — Sat, 27 May 2023 18:34:34 GMT

Hi Great work

Re: Number of days between a lead stage

mangelet — Fri, 02 Jun 2023 07:09:10 GMT

Hi @JFox50

For Deals consider looking at the "Time spent in deal stage" report.

This standard report shows shows the average time deals spend in a stage, grouped by rep or team.

To find it > Navigate to Sales > Sales Analytics > Forecasts and Pipelines

https://knowledge.hubspot.com/reports/create-sales-reports-with-the-sales-reports-analytics-tool

This solution requires Sales Hub Professional+

Re: Number of days between a lead stage

karstenkoehler — Thu, 25 Jul 2024 04:23:07 GMT

Hi @JFox50,

In the meantime, HubSpot has added default properties for this, no need for calculations:

Entered stage date [Stage ID]: the date the deal entered the stage.
Exited stage date [Stage ID]: the date the deal exited the stage.
Time in Stage [Stage ID]: calculated for a deal after it leaves a given stage. This is not calculated for a deal's current stage. This can be used as a filter when building a custom single object report.

For those on Sales Hub Professional or Enterprise, the sales analytics (Menu > Reporting & Data > Sales Analytics) also contain a pre-made 'Time spent in deal stage' report:

View the average amount of time a deal spends in each stage. See where your deals might be getting stuck in your sales process. Time in stage is calculated for closed won deals. Read more terms & definitions used in this report in a knowledge base article.

Best regards!