CRM

MediaTNGV
Member

I would like to display the time spent in the current pipeline stage on my deal cards.

SOLVE

Hi, I would like to display the time spent in the current pipeline stage on my deal cards. For exemple, I created some stages in my 5 pipelines, and I would like to know how long this deal has been in the current stage.

 

I tried to do a calculation and I'm trying a workflow but I'm not sure about it. If someone has any idea about it... THANK YOU !

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

I would like to display the time spent in the current pipeline stage on my deal cards.

SOLVE

Hi @MediaTNGV,

 

While this is possible, it's currently quite complex to set this up. I'll outline it but unless it's something that you absolutely need, I would probably skip it due to the complexity:

  1. Create custom date properties for when a deal enters each stage, e.g. "Entered deal 1 stage date", "Entered deal 2 stage date" etc
  2. Use deal-based workflows to set these date property values when a deal enters these stages
  3. Create a today's date property, ideally with Operations Hub Professional
  4. Create calculation properties for each stage to calculate the duration between the date of entering the stage and the current date
  5. Create an additional single-line text property
  6. Use a deal-based workflow that checks the current deal stage and then copies the corresponding duration calculation field into the single-line text property from step 5
  7. Display the property from step 5 on the deal card

As you can see, this is quite complex.

 

Instead, you could consider marking deal cards gray after a certain time of no activity, see "Board options" on the right of the deal column view.


karstenkoehler_0-1708580082115.png

 

karstenkoehler_2-1708580166392.png

 

Alternatively, deal tags could also be used for visual cues of overdue or stale deals: https://knowledge.hubspot.com/object-settings/prioritize-records-in-views-with-colored-object-tags

 

Best regards

 

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

I would like to display the time spent in the current pipeline stage on my deal cards.

SOLVE

Hi @MediaTNGV,

 

While this is possible, it's currently quite complex to set this up. I'll outline it but unless it's something that you absolutely need, I would probably skip it due to the complexity:

  1. Create custom date properties for when a deal enters each stage, e.g. "Entered deal 1 stage date", "Entered deal 2 stage date" etc
  2. Use deal-based workflows to set these date property values when a deal enters these stages
  3. Create a today's date property, ideally with Operations Hub Professional
  4. Create calculation properties for each stage to calculate the duration between the date of entering the stage and the current date
  5. Create an additional single-line text property
  6. Use a deal-based workflow that checks the current deal stage and then copies the corresponding duration calculation field into the single-line text property from step 5
  7. Display the property from step 5 on the deal card

As you can see, this is quite complex.

 

Instead, you could consider marking deal cards gray after a certain time of no activity, see "Board options" on the right of the deal column view.


karstenkoehler_0-1708580082115.png

 

karstenkoehler_2-1708580166392.png

 

Alternatively, deal tags could also be used for visual cues of overdue or stale deals: https://knowledge.hubspot.com/object-settings/prioritize-records-in-views-with-colored-object-tags

 

Best regards

 

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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