How to create a report for count of days and average time in between actions?

Marketing & Content Hub Reporting & Analytics
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1

Hello!

I’m trying to create a custom report to find the average time between a contact’s first conversion date and when a deal they’re associated with reaches a specific deal stage.

Has anyone created a similar report and can share any direction for how to do this?

Is there a way to do a “count of days” with custom reports?

I appreciate any and all insights! Thank you.

2

Hi @CLu,

This can be achieved with calculation properties. If you have access to custom reports, you should be on a Professional subscription and also have access to these properties.

Calculation properties have a “Time between” option which takes two date properties. The first steps would be to make both date properties available either on the deal or the contact record. With a deal-based workflow, you could log the date of the new stage on the contact record:

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You now have both dates on the contact record and can create your “time between” calculation property and use it in your report.

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

3

Thank you, Karsten! This is incredibly helpful. I do have two follow-up questions.

  1. How do I add the part that says “labeled All contacts” to my workflow? I can’t figure out how to do so. I even chatted Hubspot support, they didn’t know and they directed me to ask you. Can you also elaborate on it’s importance in this flow?
  2. My understanding is that the “Set property value” action in this workflow will set today’s date with this workflow, it will not retroactively set the date for which my deals entered a particularly stage. So my question is, if I want to count the days between first conversion and a particular form submission, and then do an average of all of those counts, can I still do that with a calculation property? Or is that better accomplished in a custom report?

Thank you once again in advance!

4

Hi @CLu,

“labeled All contacts” is referring to the new association labels: Associate multiple companies with a record and use association labels

They allow you to pick which of the associated records should be affected by a workflow. In this case, all contacts make sense so you can ignore this.

Regarding your second point, yes, this will only work from now onward. It is possible to backfill this information with historic values for deal stage properties and more additional workflows but it’s a bit too complex to lay this out in a community post and involves a lot of additional steps.

I just noticed that this could even be easier, if you stuck to HubSpot’s logic of contacts being an opportunity when a deal is created. In that case, you could simply calculate the time between First conversion date and Became an opportunity date.

Hope this helps!