Dashboards & Reporting

Hana
Membre

Time in current deal stage

Résolue

Hi, is there a way how I can see in dashboard current deal stages and current time in each stage. I found out that "Time in stage xxx" shows values only for deals which finished, has been moved from this stage.

 

This would help us to understand and identify deals they are in delays or simply to see that there can be a problem if the deal is not moving and already spend more than 5 days in current stage.

1 Solution acceptée
HarvestROI
Solution
Contributeur | Partenaire solutions Platinum
Contributeur | Partenaire solutions Platinum

Time in current deal stage

Résolue

You can create a "time between" but that doesn't tell you how much time it is currently in the stage. For that, you would need to have a "today's date" property and calculate the time between today and the date it entered the stage. Unfortunately, there is no way to automatically populate today's date.

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23 Réponses
CCS
Contributeur

Time in current deal stage

Résolue

You can contact Pipedrive and find out how they did it.  Their system calculates time in stage and shows it on each deal.  

rschaeffer
Participant

Time in current deal stage

Résolue

I was looking to create a report that pulled the number of days between two time-based data points. For example, I was looking to find the number of days between "Date entered *name of deal stage*" and "Date Created" for a company.

 

It was explained to me by Hubspot Support that this relied on heavy calculations that couldn't be supported on the back end. I wish that the development team would work on solving for this as I think it would open up some valuable reporting insight.

MikeLawson
Contributeur

Time in current deal stage

Résolue

@rschaeffer 

 

Completely understand where you are coming from in the post! Being able to look at this at a business level, product level, and individual Sales Rep level can be extremely challenging inside of Hubspot Reporting. 

 

I have helped solve these problems in our Sales Rep Scorecard application

 

Let me know if you would like to chat further on this!