Create "time in deal stage" report

dwightbailey
Mitwirkender/Mitwirkende

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

dwightbailey_0-1611091150553.png

 

0 Upvotes
2 Akzeptierte Lösungen
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

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
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.

Lösung in ursprünglichem Beitrag anzeigen

LRehn
Lösung
Teilnehmer/-in

@RPopovich , @PPlant4 Im not sure about the out of the box report but it's very easy to build yourself using either single object och custom report builder. 

Since a couple months ago there were new properties created as default called "cumulative time spent in "deal stage X""

 

Have a look at the screenshot below! 🙂 

 

LRehn_0-1713940570104.png

 

Lösung in ursprünglichem Beitrag anzeigen

18 Antworten 18
LRehn
Teilnehmer/-in

Hi! It's also possible to do your own solution using datasets if you have operations Hub.

I've made one for SQL date-> Close date using the "DATEDIFF" Function

 

LRehn_0-1709132323306.png

 

0 Upvotes
Hildegaard
Mitwirkender/Mitwirkende

Please populate a today's date automatically

SashaSalamandra
Mitglied

@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
Teilnehmer/-in

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
Teilnehmer/-in

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
Mitglied

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
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

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
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.

RPopovich
Mitwirkender/Mitwirkende | Platinum Partner
Mitwirkender/Mitwirkende | Platinum Partner

Hi there, I am also trying to find this report and I am not seeing the report name: Deal average time spent in each stage. Does anyone know if this has changed? 

0 Upvotes
V-Marketer
Teilnehmer/-in

I do not have this standard report either.

0 Upvotes
PPlant4
Mitwirkender/Mitwirkende

I don't have it either...so frustrating. 

LRehn
Lösung
Teilnehmer/-in

@RPopovich , @PPlant4 Im not sure about the out of the box report but it's very easy to build yourself using either single object och custom report builder. 

Since a couple months ago there were new properties created as default called "cumulative time spent in "deal stage X""

 

Have a look at the screenshot below! 🙂 

 

LRehn_0-1713940570104.png

 

VIyengar
Mitwirkender/Mitwirkende

Hi Kevin,

 

I can't find this "Deal time spent in each stage" report anywhere. Has anything changed since your reply?

0 Upvotes
kvlschaefer
Community-Manager/-in
Community-Manager/-in

Hi @VIyengar,

 

Thanks for reaching out! 

 

The report is called "Deal average time spent in each stage" in my HubSpot portal. 

 

I was able to find it in the reporting library by navigating to Sales > Reports > Create Report and searching for "Deal Time Spent in Each Stage". 

 

Screenshot 2023-05-24 at 11.51.51 AM.png

 

Hope this helps!

 

Best,

Kristen


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RRichards
Teilnehmer/-in

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

ASmolen
Mitglied

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

0 Upvotes
annieg241
Mitwirkender/Mitwirkende

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

WaqasNabi
Mitglied

It is available there. 

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

0 Upvotes
ASmolen
Mitglied

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

0 Upvotes