Hello,
I’d like to send an alert (via slack or email) to our Sales Reps when a deal is in the same stage for 90 days or more.
Similarly, I’d also like to report on deals that are in the same stage for 90 days or greater.
I found a report in Hubspot that outlines the average days in stage cumulatively for all open opportunities, but I’d like this visibility at a deal level.
Have other folks done something similar?
Thank you!
Hi @EMcGrath ,
The notification part can be accomplished with workflows: You’d set up a workflow per stage that enrolls the deal when entering the stage, then waits for 90 days, then sends a Slack notification. In the workflow settings, you would specify a workflow goal, namely the deal stage being any of the remaining ones. You’d then repeat the same for all other deal stages, creating a workflow each (except closed won / lost).
Effectively that means that each deal will enter these workflows and because of the workflow goals, they’ll be removed once they leave the current stage. Should they still be there after 90 days delay however, the notification will be sent.
Regarding a report of inactive deals, have you considered using the “Mark cards inactive after” feature?
(at the very bottom, you can access this on Menu > Sales > Deals > Board actions > Edit cards)
This will mark deal cards a different gray.
If that’s not an option, I’d consider creating a custom report based on the last activity date on the deal.
Let me know if that would work and if you have any follow-up questions!
