Dashboards & Reporting

Shaywood
Member

Deal Stage Conversion Time By Deal

I am trying to run a report that will show how long a deal stayed in each deal stage. Does anyone know if there is a report that will show that info or how to create one?

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Shaywood
Member

Deal Stage Conversion Time By Deal

Thank you! I've used this, it shows average time spent in each stage. I am hoping to find a report that breaks down the report by each individual deal and the amount of time each deal spent in each stage. Can this report be modified to report on that level of detail?

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dmattauch
Top Contributor

Deal Stage Conversion Time By Deal

Hey Shaywood, I think you can only do it in chart.

 

What i do alternatively is to create a property "day of (stage)" for each deal stage

 

Then create a worflow for each stage that fill the property with "day of stage"

 

So now you have marked on the deal all the days it went through different stages.

 

Hope it helps

 

David

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webdew
Guide | Diamond Partner
Guide | Diamond Partner

Deal Stage Conversion Time By Deal

Hi @Shaywood ,

Go to Reports > Reports > Report library, select Deals from left hand side menubar and select this report:
Deal time Spent in each stage : https://prnt.sc/1rdk65p

Hope this helps!


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