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 !
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:
Create custom date properties for when a deal enters each stage, e.g. "Entered deal 1 stage date", "Entered deal 2 stage date" etc
Use deal-based workflows to set these date property values when a deal enters these stages
Create a today's date property, ideally with Operations Hub Professional
Create calculation properties for each stage to calculate the duration between the date of entering the stage and the current date
Create an additional single-line text property
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
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.
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:
Create custom date properties for when a deal enters each stage, e.g. "Entered deal 1 stage date", "Entered deal 2 stage date" etc
Use deal-based workflows to set these date property values when a deal enters these stages
Create a today's date property, ideally with Operations Hub Professional
Create calculation properties for each stage to calculate the duration between the date of entering the stage and the current date
Create an additional single-line text property
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
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.