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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.
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.
Look into Deal Tags. It will at least tag deals that are X numbers of days old (or whatever you decide to set-up). It doesn't tell you how long in current stage though.
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Time in current deal stage
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This seems to be a valid requirement for most businesses. This was requested in 2017 - it's a few years down the line, so would love to know if there is an update on this. We would easily like to see:
How long has a Deal been in each Stage?
Pleeease can this be prioritised, HubSpot. Thank you 🙏🏻
This seems to be heading into the right direction. I've set up the following to calculate time in current deal stage: 1. for each deal stage you create a property called 'time in X deal stage'.
2. you create a workflow that says: if deal is in stage X, copy value of 'time in X deal stage' into 'time in current deal stage'. In the workflow, you set this up for each deal stage and voila!
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Hi Ed, Back in 2017, you said Hubspot could not tell the sales team the time spent in various stages of the deal, to help monitor deal flow. It's been three years. Any progress on that? Dave
Currently, you can create a "time between" property ( more information here ), please note that this function is required a Pro/ Enterprise subscription.
I will also share this ideas forum here, about this idea.
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.
This is such a critical metric for ensuring deals are moving at the right pace and to unstick deals that are stuck in a stage. I'd like to add a +1 to desperately needing the "today's date" property to do my job as a sales leader properly with hubspot as our CRM. I'd love an update as to where this sits on the roadmap.
We have an ongoing thread that requests the ability to calculate "current time in stage" or "time until TODAY" Here
I'd suggest if you could please give it an upvote and leave us your feedback on the link above it will help our product team to see what other users are in need.
Hello, Did this get resolved? It would be helpful to run a simple view or report and show days in stage for every deal in the pipeline or the date the deal entered the stage.