How to build a report to show stale Deals? (Stuck in a stage for a while)

SOLVE
McBainKD
Participant

Hey all,

 

I was wondering how to go about creating a report to show our leads that haven't moved from one stage in the sales funnel to another in a while. Just looking to get a basic display of why some deals haven't been moved along the funnel.

 

Thank you!

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1 Accepted solution

Accepted Solutions
jfreeman
Solution
Participant | Diamond Partner

Hi @McBainKD ,

 

If you use the deal cards view you should already be able to see inactive cards grayed out. That's a built-in HS feature...

Screen Shot 2021-07-21 at 9.46.53 AM.png

 

 You can customize how that feature behaves (or turn it on if you're not currently seeing it) under Board Actions > Edit Cards.

 

Screen Shot 2021-07-21 at 9.48.04 AM.png

There you can turn the feature on and set how many days should trigger the card turning gray...

Screen Shot 2021-07-21 at 9.48.55 AM.png

 

If you're instead looking for an actual report to put on a dashboard you could try customizing the "Deal time spent in each stage" report in the HubSpot Report LIbrary...

Screen Shot 2021-07-21 at 9.50.24 AM.png

 

Hopefully, this helps. Happy to hop on a screen share to help you work through it if needed.

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Joseph Freeman
Helping B2Bs grow faster with a systematic inbound marketing framework.
HubSpot Diamond Partner BadgeA Diamond Solutions Partner
Book 30 Minutes with Joseph »

View solution in original post

4 Replies 4
jfreeman
Solution
Participant | Diamond Partner

Hi @McBainKD ,

 

If you use the deal cards view you should already be able to see inactive cards grayed out. That's a built-in HS feature...

Screen Shot 2021-07-21 at 9.46.53 AM.png

 

 You can customize how that feature behaves (or turn it on if you're not currently seeing it) under Board Actions > Edit Cards.

 

Screen Shot 2021-07-21 at 9.48.04 AM.png

There you can turn the feature on and set how many days should trigger the card turning gray...

Screen Shot 2021-07-21 at 9.48.55 AM.png

 

If you're instead looking for an actual report to put on a dashboard you could try customizing the "Deal time spent in each stage" report in the HubSpot Report LIbrary...

Screen Shot 2021-07-21 at 9.50.24 AM.png

 

Hopefully, this helps. Happy to hop on a screen share to help you work through it if needed.

Did this post help solve your problem? Help the community and mark it as a solution.
Joseph Freeman
Helping B2Bs grow faster with a systematic inbound marketing framework.
HubSpot Diamond Partner BadgeA Diamond Solutions Partner
Book 30 Minutes with Joseph »

View solution in original post

McBainKD
Participant

Joseph,

Thanks for pointing me to the report.
I'm looking to build a rolling date range, of maybe a week to a  couple of weeks to a month to find deals that are still in a particular stage and have been for a while.

Let me know if that's customizable or if that's something different altgoether.

0 Upvotes
jfreeman
Participant | Diamond Partner
Saw you booked time. We should be able to get that report dialed in together. Looking forward to chatting!
Did this post help solve your problem? Help the community and mark it as a solution.
Joseph Freeman
Helping B2Bs grow faster with a systematic inbound marketing framework.
HubSpot Diamond Partner BadgeA Diamond Solutions Partner
Book 30 Minutes with Joseph »
shani456
Member

Thanks for updating about it, it's really awesome and infromative.   Keep sharing 

0 Upvotes