Trying to create a report on average inactive days

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tonysimonsen
Member

Hi,

I am trying to create a report that calculates/display the average and/or total days inactive by sales stage.

I can turn each deal card grey after a set period but I I am interested in how I can view the avaerages across my total funnel.

Thanks

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karstenkoehler
Solution
Hall of Famer

Hi @tonysimonsen,

 

Alright, thanks for the added context. The deal inactivity property isn't a default deal property so we'd have to build that first. The approach here would be creating a Today's date property. Once this property is created, you could use a calculation property to calculate the time between Last contacted and Today's date. The resulting calculation property could then be visualized in a custom deal report (= a report that shows the calculation property average per current deal stage).

 

This would only work for the current deal stage, it would not show you historic information of inactivity in previous stages. That would require intricate date stamping and distinct calculation properties for each stage which could not be displayed within one report.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Hall of Famer

Hi @tonysimonsen,

 

There is a report in the report library that might fit your needs. Navigate to Menu > Reports > Reports > Report library and search for "Deal time spent in each stage". This gives you the average amount of time deals spend in each stage of your funnel.

 

Let me know if this is what you were looking for!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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tonysimonsen
Member

Thanks Karsten,

 

I have used that one as well.  Unfortunately for this one I need to drive the deal inactivity angle with my sales teams.  Each deal card will display the "inactive for X days" message.  I just want to total them all up and average them.

Many thanks

Tony

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karstenkoehler
Hall of Famer

Hi @tonysimonsen,

 

So are you looking for one number – the average number of days a deal has been inactive?

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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tonysimonsen
Member

Hi @karstenkoehler 

 

The average number of inactive days per sales stage.  By way of example, lets say we have 65 deals in the sales stage "qualified to buy" and each have different levels of activity, some inactive for 5 days, some inactive for 100 days etc.  I am looking for the average days inactive across the 65 deals in that stage.  Make sense?

0 Upvotes
karstenkoehler
Solution
Hall of Famer

Hi @tonysimonsen,

 

Alright, thanks for the added context. The deal inactivity property isn't a default deal property so we'd have to build that first. The approach here would be creating a Today's date property. Once this property is created, you could use a calculation property to calculate the time between Last contacted and Today's date. The resulting calculation property could then be visualized in a custom deal report (= a report that shows the calculation property average per current deal stage).

 

This would only work for the current deal stage, it would not show you historic information of inactivity in previous stages. That would require intricate date stamping and distinct calculation properties for each stage which could not be displayed within one report.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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

View solution in original post