Dashboards & Reporting

KMoser317
参加者

Reporting on Average Time in Lifecycle Stage

解決

Hello,

 

I've recently created a calculated contact property called Time in SQL. It calculates the time between becoming an SQL and becoming the next stage in our process - Sales Working.

 

I'd like to create a report that shows me the average Time in SQL over time for all of our contacts.

 

Any ideas of how to do that? 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Reporting on Average Time in Lifecycle Stage

解決

Hi @KMoser317,

 

Happy to help!

 

Navigate to Menu > Reports > Reports > Create report > Single object > Contacts.

 

Then, under Filters in the top left corner, select your date range. To start, I'd recommend "Create date is all time".

 

Next, in the Data tab, find your calculation property.

 

In the Visualization tab, pick the Summary visualization, then drag and drop your calculated property into the Displaying area. HubSpot now gives you the option to choose from a few measure, this is where you select Average.

 

Here's an example with another number property:

 

karstenkoehler_0-1695234154216.png

 

Hope this helps!

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.

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GSnow7
参加者

Reporting on Average Time in Lifecycle Stage

解決

@karstenkoehler You didn't really answer the question. You showed him how to set the report up, but not specifically how to report on the length of time a contact is in the lifecyclestage.

I also want to do this. I want to report on how long the contact is in each lifecyclestage, but there does not appear to be a proprty to do this.  I can do Cumulative time in "lead" etc, but that's not going to work. Essentially what I want is a graph like this: 

GSnow7_0-1706875978973.png

So I can set a benchmark, targets and monitor performance. Do I need to create properties and calculatons, if so how?

0 いいね!
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Reporting on Average Time in Lifecycle Stage

解決

Hi @KMoser317,

 

Happy to help!

 

Navigate to Menu > Reports > Reports > Create report > Single object > Contacts.

 

Then, under Filters in the top left corner, select your date range. To start, I'd recommend "Create date is all time".

 

Next, in the Data tab, find your calculation property.

 

In the Visualization tab, pick the Summary visualization, then drag and drop your calculated property into the Displaying area. HubSpot now gives you the option to choose from a few measure, this is where you select Average.

 

Here's an example with another number property:

 

karstenkoehler_0-1695234154216.png

 

Hope this helps!

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.