Dashboards & Reporting

JAliber
Member

Average Time of Deal in Stage

SOLVE

Hello,

 

I'd like to create a report that calculates the average time in stage of deals - regardless if they are alive or dead. I do not believe the default report that hubspot offers suffices my request. Also, it'd be great to vizualize this in a stacked horizontal bar chart - so that I can compare different BD reps against each other. It seems that the only current capability is to view this in Table view (numerically).

 

I attempted to create this report by creating custom calculations based on the date a deal enters a stage and moves to the next stage. However, this is limiting. A deal can move from 0 to 1 or it can move from 0 to 5 (dead). The report needs to be able to account for this and average the two lengths of time to create a true metric that is representative of the average time in stage.

 

Happy to chat about this through blog or offline. I work with Ginkgo Bioworks.

 

Thanks,

 

Josh

 

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Average Time of Deal in Stage

SOLVE

Hi @JAliber,

 

You're correct, either won or lost. If that's not sufficient, I've laid out a custom workaround here: https://community.hubspot.com/t5/CRM/Calculating-the-time-spent-on-each-deal-stage/m-p/574681/highli...

 

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

3 Replies 3
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Average Time of Deal in Stage

SOLVE

Hi @JAliber,

 

If you have access to reports in the Sales Hub, you should also have access to sales analytics. Navigate to Menu > Reports > Analytics Tools > Sales Analytics and you should see Time spent in deal stage under the section Coach Reps & Teams (left sidebar). You can select the correct pipeline in the right sidebar.

 

No need for a manually created 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.

JAliber
Member

Average Time of Deal in Stage

SOLVE

Hi Karsten,

My understanding of this tool is that it only includes deals that are "won." It is not include deals that are closed b/c they are "dead." The data displayed seems to support this. Am I incorrect?

Josh

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Average Time of Deal in Stage

SOLVE

Hi @JAliber,

 

You're correct, either won or lost. If that's not sufficient, I've laid out a custom workaround here: https://community.hubspot.com/t5/CRM/Calculating-the-time-spent-on-each-deal-stage/m-p/574681/highli...

 

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.