Time in Deal Stage

ALL - Not sure why no one has posted here, but there is a workaround. Not sure when it became available either, but I just discovered it this week. There may be limitations for what hub/level of service you have and it’s a lot of setup, but once you have the setup, it works pretty great.

STEP 1 - Getting today’s date - you only need this once

1. Create a property called “Today’s date”.
2. Create a workflow that triggers when “Today’s date” is more than 1 day old. The only action you need is to Set property value of “Today’s date” to date of step.

STEP 2 - Tracking when a deal enters a stage - do this for each property for each stage you want to track
1. Create a property called “Entered [stage]”.

STEP 3 - Calculating how long a deal is in a stage - do this for each property for each stage you want to track
1. Create a calculation property called “Day’s in deal stage”. The calculation is “Today’s date” - “Entered [stage]”.

2. OPTIONAL: I wanted to track the average of all current deals in the stage so I made these properties conditional. The calculation only runs when the deal stage = the stage in the calculation.

I also wanted to create a report around averages. I found that the property’s data is coded in milliseconds so I created a “Days in current stage (milliseconds)” property and set a workflow to copy this property from any of the “Days in [stage]” properties triggered by when they are known. Then I have another calculation property called “Days in current stage” that calculates “Days in current stage (milliseconds)” / 86,400,000.