Lead Status - Time in stage analysis

Smart CRM & Sales Hub CRM
1

Are there any HubSpot Free [free] reports or Dashboards or analyses I can run to generate the following type of analysis? For my COMPANIES, I want to know how long each Lead has been in each “Lead Status” step. Ultimately, I want to be able to identify all Companies whose Lead Status has moved from IN_PROGRESS to QUALIFIED within 2 weeks. Is this type of analysis possible?

2

Hi @RR001,

Not in the free CRM, no, this requires custom properties and the automation and reporting capabilities of a Professional or Enterprise subscription.

Best regards

3

Is this definitely possible (with ease) with a paid seat? Also, if I have 10 people in my team, will all 10 need to purchase a seat for this functionality, or could just 1 administrator purchase the seat?

4

@RR001 this would require one person with access to workflows – the rest of the team would not be able to configure but still see the results.

In terms of “with ease”, here’s what would have to be done:

  1. Create a custom date property for when a contact enters a lead status (one property per status)
  2. Create a calculation property (duration) each for every set of two dates: Create calculation and rollup properties
  3. Create a custom report to visualize these durations

Best regards!

5

Hi @RR001,

To analyze how long each lead has been in each “Lead Status” step and identify companies whose lead status has moved from “IN_PROGRESS” to “QUALIFIED” within two weeks using HubSpot Free, you can follow these steps:

Step 1: Create Custom Date Properties

  1. Go to Settings > Properties.
  2. Create custom date properties to track when the lead status changes to “IN_PROGRESS” and “QUALIFIED”.

Step 2: Use Workflows to Set Date Properties

  1. Go to Automation > Workflows.
  2. Create a new workflow to set the custom date property when lead status changes to “IN_PROGRESS”.
  3. Create another workflow to set the custom date property when lead status changes to “QUALIFIED”.

Step 3: Create a Custom Report

  1. Go to Reports > Reports.
  2. Create a custom report using the properties you set up.
  3. Use the date difference between the custom properties to calculate the time spent in each stage

Step 4: Filter the Report

  1. Use filters in the report to identify companies that moved from “IN_PROGRESS” to “QUALIFIED” within two weeks.

By following these steps, you can track how long each lead has been in each status and identify the companies that moved from “IN_PROGRESS” to “QUALIFIED” within your desired timeframe.
Best regards,
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6

[…] using HubSpot Free […]

Create a new workflow to set the custom date property when lead status changes to “IN_PROGRESS”.

@himanshurauthan what happened here? The free CRM does not include workflows.