Report of dates and times spent in deal stage

SOLVE
ShireenSc
Participant

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:

Deal XYZ moved to S2 - Quotation December 7th at 2:43 pm

How do I view this information in a report for all deals lodaded? 

 

41 Replies 41
kcooper
Top Contributor

Yeah, using the steps that one of the posters (erijohn) put up - It is a PITA....but more accurate, since using deal workflows to set date fields only works the first time the deal enters that stage. Once we are able to re-enroll deals in workflows then this way will be just as accurate, and infinitely more accessible. 

 

HubSpot does a good job of reporting Time in Stage (after the deal has moved out of the stage) in it's own reporting system. The only reason I needed to pull from the API was to find time in CURRENT deal stage. 

LaurenMca
Member

Hi All

Sorry I'm very new to hubspot and am self taught on all of this. Where do I go to set the date stamp property? I can't find the option when I'm setting up the workflow.

 

many thanks

0 Upvotes
HubSpotMaster
Key Advisor | Platinum Partner

@LaurenMca Your post was a long time ago but you would need to create these date stamp properties individually for each stage

mranney
Participant

Great stuff, super helpful - so thanks!

 

Quick question - how are you triggering the first date property to set off the first enrollment criteria set for each stage in the pipeline?

0 Upvotes
cskelly
Participant

What's the proper way to export the list? Having a bit of trouble with it.

0 Upvotes
gkeshian
Contributor

Our app, Sales Rep Scorecards, calculates the amount of time that deals are spending in each stage automatically.  The app is available through the HubSpot Connect directory.

 

You can visualize this in Gantt charts like the screenshot below, either overall, or by sales rep.  You can also export your deal data to see the dates each deal moved into every stage.

 

Tracking the amount of time HubSpot deals spend in each deal stageTracking the amount of time HubSpot deals spend in each deal stage

CCS
Contributor

Will this work if we do not have sales reps but a contact centre all working on deals and stages?  We just need to see how long each deal is in a stage as per the Pipedrive example.

Will your software be able to show us deal time in stage?

 

Time in stage.png

0 Upvotes
snwalker
Participant

Just saw this post. I am the CEO of MethodData. We can absolutely help you with this. I will send you a message offline.

CCS
Contributor

We just feel we pay so much for Hubspot why can't they have it as part of their CRM like Pipedrive?  Why pay for another app??

0 Upvotes
grahamfcr
Participant

Create new properties for each deal stage call them {"timestamp - [deal stage name]}. Set the properties as date properties.

Create a workflow that timestmaps the new property when a stage is moved.

Example,
If deal stage is opp
yes,
then set "timestamp - opp" to date of step
no,
if deal stage reached out 
yes,
then set "timestamp - opp" to date of step etc..

You can then create rules around how long sales deals are lagging in stages.

0 Upvotes
arcbright
Member

One of the free add on tools from Methoddata.com has a pipeline velocity feature. There some other good add ons as well. I think everything is free at the moment.

0 Upvotes
PDuque
Member

I suggest using GoTellMe Calendar Toolkit https://gotellme.com/which-functions-does-calendar-toolkit-have

https://hubspot.gotellme.com/CalendarToolkit/.

With it you can populate new properties calculated with values from other properties, and then used them on a report or any where else you need it.

 

0 Upvotes