Report to establish how long it takes for a deal to get to a certain point

Smart CRM & Sales Hub Dashboards & Reporting
1

hi all,

I want to establish how long it takes from when deals are intially create until they reach a certain point in my pipeline. The issue is that it may go to 2 stages before getting it to the stage I wish to investiage.

Any suggestions?

2

Hi @JConnaughton,

This can be achieved by setting up a custom date property and a calculation.

Using a deal based workflow, you would set the value of the date property to the current date whenever the deal reaches the respective stage.

Using a calculation property, you can then calculate the duration between create date and this date property.

Once this value is calculated, you can report on it, incl. minimum, maximum, average.

Historically, as far as I know, you can’t report on this directly in HubSpot. This would only work going forward.

Let me know if you have any follow up questions! Happy to elaborate if you need more detail.

3

Hi Karsten,

Ill give this a go, thanks!