Dashboards & Reporting

dwightbailey
Contributor

Create "time in deal stage" report

SOLVE

Can anyone help me? How do I create a report that looks like the below in Sales Starter:

dwightbailey_0-1611091150553.png

 

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

Create "time in deal stage" report

SOLVE

Hi @dwightbailey,

 

You should have this in your Report library. Navigate to Menu > Reports > Reports and click Reports library on the upper right. Search for "Deal time spent in each stage". (I had to filter the report library by deals first, using the sidebar, and scroll down a bit. The search doesn't work properly for me.)

 

I'm not sure whether you can further edit or customize the visualization of this report in Sales Hub Starter. I changed the frequency of my report from Weekly to Yearly.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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10 Replies 10
SashaSalamandra
Member

Create "time in deal stage" report

SOLVE

@Jwyoung It only comes in a summarized data table view - so you can only see average time numbers summarized based on a date property. I  was looking for data split into individual deals but had no luck. 

SashaSalamandra_0-1638315416602.png

 

0 Upvotes
Jwyoung
Participant

Create "time in deal stage" report

SOLVE

hi @karstenkoehler , same here... I don't have any deals popping up with the average deal time in a stage. Could you help us?

 

0 Upvotes
Josica
Member

Create "time in deal stage" report

SOLVE

Hi @karstenkoehler , I've tried to create "Deal time spent in each stage" but no data was shown. Any Idea why is that so?

 

Screen Shot 2021-06-22 at 6.21.42 PM.png

WaqasNabi
Member

Create "time in deal stage" report

SOLVE

Hi @Josica ,

 

Here click the filter button on the top left corner. There choose the Pipeline, which data you want to show.

 

Hope it'll help.

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

Create "time in deal stage" report

SOLVE

Hi @dwightbailey,

 

You should have this in your Report library. Navigate to Menu > Reports > Reports and click Reports library on the upper right. Search for "Deal time spent in each stage". (I had to filter the report library by deals first, using the sidebar, and scroll down a bit. The search doesn't work properly for me.)

 

I'm not sure whether you can further edit or customize the visualization of this report in Sales Hub Starter. I changed the frequency of my report from Weekly to Yearly.

 

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.

RRichards
Participant

Create "time in deal stage" report

SOLVE

This report appears to have been removed. What is the correct way to go about this at present?

ASmolen
Member

Create "time in deal stage" report

SOLVE

It's now called "Deal average time spent in each stage"!

0 Upvotes
annieg241
Participant

Create "time in deal stage" report

SOLVE

I cannot find this in the reports library. Did they recently take it away?

WaqasNabi
Member

Create "time in deal stage" report

SOLVE

It is available there. 

Select report library > from left filters select deals > then scroll down, you'll find it there.

0 Upvotes
ASmolen
Member

Create "time in deal stage" report

SOLVE

I think it was just renamed to "Deal average time spent in each stage"

0 Upvotes