Dashboards & Reporting

NHoff
Participant

Deal Stages report on time spent in each deal stage

SOLVE

Hi,

I am having trouble building a report for deal stages the way I want it so am hoping I find an answer here instead... I am looking to build a report that shows me the total (or average) time deals have spent in each stage until they were converted/won. We want to analyse the time it took (in average) for the deals to move throughout the different stages and where they are spending the most time. I have attached a screenshot of what I'm trying to get to.

 

 

Screenshot 2021-08-27 at 11.14.50.png

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

Deal Stages report on time spent in each deal stage

SOLVE

Hi @NHoff,

 

That's exactly what the "Deal time spent in each stage" report in the report library is showing 🙂

 

karstenkoehler_0-1630057909184.png

 

Are you missing anything here? The deal stage would be the header row, the average in the totals row at the bottom.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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10 Replies 10
kili_siri
Participant

Deal Stages report on time spent in each deal stage

SOLVE

What's the best property to use for this report: Close Date or Create Date? And why? 

kili_siri_0-1645598286610.png

 

0 Upvotes
palli
Member

Deal Stages report on time spent in each deal stage

SOLVE

how do i export this report in csv format?

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

Deal Stages report on time spent in each deal stage

SOLVE

Hi @NHoff,

 

That's exactly what the "Deal time spent in each stage" report in the report library is showing 🙂

 

karstenkoehler_0-1630057909184.png

 

Are you missing anything here? The deal stage would be the header row, the average in the totals row at the bottom.

 

Best regards

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.

KKim01
Participant

Deal Stages report on time spent in each deal stage

SOLVE

Yeah, but the deal has to leave the stage for the days in stage to be calculated.  It would be more helpful to have a running clock for time spent in the current stage.

NGhaffar
Member

Deal Stages report on time spent in each deal stage

SOLVE

Hey Karsten,

 

I had a different question but along a similar metric.

 

Have posted it here:

 

https://community.hubspot.com/t5/Sales-Hub-Tools/Sum-of-time-spent-in-deal-stage-vs-Deal-Velocity/td...

 

Could you please take a look if you have time? Would really appreciate it. Thx!

 

Best,

 

Nausherwan

 

 

0 Upvotes
NHoff
Participant

Deal Stages report on time spent in each deal stage

SOLVE

Hi @karstenkoehler , here's an example:

Deal Stage 1: 2 weeks in average

Deal Stage 2: 1 week average

Deal Stage 3: 4 weeks average

etc

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

Deal Stages report on time spent in each deal stage

SOLVE

Hi @NHoff,

 

There is a default report in the report library which you might useful. Navigate to Menu > Reports > Reports > Report library and search for "Deal time spent in each stage".

 

It's a table view and not a funnel view like you're looking for. Your ideal report has unfortunately too many dimensions (conversion rate, time, count of deals) to display in one report.

 

Let me know if this report works for you!

 

Best regards

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.

NHoff
Participant

Deal Stages report on time spent in each deal stage

SOLVE

Hi @karstenkoehler ,

Thanks, I looked at that report earlier... What if I was going to remove a dimension such as total amount deals per stage and just show average time spent per stage? 

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

Deal Stages report on time spent in each deal stage

SOLVE

Hi @NHoff,

 

What would you then like to display instead?

 

Best regards

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.

0 Upvotes
mshavez
Member

Deal Stages report on time spent in each deal stage

SOLVE

Hye , how can we check for separate deal time spent in each deal ?

0 Upvotes