Report of dates and times spent in deal stageSOLVE
Mar 31, 2017 2:54 AM - last edited on Apr 6, 2017 4:56 PM by MayPascaud
I woul dlike to evaluate how long a deal stays in one stage for example how long it took our sales person to go from contatcting a cutsomer to giving them a quotation? If i go into a deal, the information is there. It shows:
How do I view this information in a report for all deals lodaded?
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Oct 18, 2018 9:37 AM
Now that you can enroll deals in workflows, this is so much easier.
Create a Date Picker deal property. I called mine "Date entered current deal stage" (super exciting name, right...).
Write a Deal-based workflow that looks like this:
Enrollment criteria = Deal stage - has been updated in the last 1 day AND Deal stage - is any of (enter one deal stage name here - and only one...you will see why later).
Set a property value - Set a date stamp for Date entered current deal stage (or whatever you named your field).
Then clone it and make a workflow for every deal stage you have.
Why not just make a workflow that is only based off of Deal stage - has been updated in the last 1 day - you ask? Because right now there is no re-enrollment of deals into a workflow. Sooooo the first time it runs through that workflow will be its last. This is why we make workflows for each stage.
Note: This isn't foolproof. Because there is no re-enrollment, if you have a rep who likes to move things in and out of the same deal stage, this date is going to reflect the last date they moved the deal into a stage for the first time. So say Elliott moves a deal from A to B to A - the date is going to reflect the date they moved the deal into B. If they then move it into C, the date will be updated to reflect that date...but if they move it back into B it will still reflect the C date. Get it? (Got it!) Good.
THIS IS NOW AN EXPORTABLE FILED! No more messing with APIs and trying to convert unix timestamps. So you can export a list of deals from HubSpot and then use sheets or excel to do a quick formula displaying the time between the Date entered current deal stage and the current date.
This is still a manual process at the end of the day, and it isn't foolproof because you can't re-enroll deals, but hot **bleep** is it better than pulling the Date entered date from the API...especially for us non-super-techie folk.