Time in stages

[RMarinho]

Hi! 

I need to somehow know how long the deal is in stages in the pipeline in a way that I can export this information, can anyone give me a solution? Thank you very much in advance

[APrigent]

Hello @RMarinho,

If you are on a pro plan, there is also a native report in Hubspot that allows you to see the average time spent in each transaction phase. In the Hubspot menu, go to Report > Analytics > Sales Analytics, you will find the report available there!

I hope I helped you,
Alice

[RMarinho]

Hi @APrigent,

In addition to showing only closed deals, it does not allow exporting by name...

[karstenkoehler]

HI @APrigent,

This report only calculates the time for closed won deals, unfortunately.

Best regards!

[karstenkoehler · Accepted solution]

Hi @RMarinho,

As far as I know, this information can't be exported. Usually, the workaround is to create a custom report and export the report. Even then, unfortunately, HubSpot shows this message:

As a workaround, you could export the property history of Deal stage by following these steps: https://knowledge.hubspot.com/crm-setup/organize-and-export-properties#export-a-property-s-historica...

You would get an Excel file with all deal stage movements and date stamps. After cleaning this file up (and I'm not going to lie, it's going to be some work), you can calculate the time in deal stage by looking at the time difference between to date columns.

Best regards!

[Pawantoran]

Hi Karsten,

The "Time in Stages" is nowhere to be found in Custom Report Builder. Is there a solution?

Regards
Pawan

[kvlschaefer]

Hi @Pawantoran,

I wanted to refer you to @APrigent's reply in this thread:

"If you are on a pro plan, there is also a native report in Hubspot that allows you to see the average time spent in each transaction phase. In the Hubspot menu, go to Report > Analytics > Sales Analytics, you will find the report available there!" 

I would recommend using this premade report to view the time in stages.

Hope this helps!

Best,

Kristen

[RMarinho]

Hi @karstenkoehler,

I had thought about doing that, but I wanted to know if there was any other less laborious way to get such usual information... 😕 But thanks very much for your suggestion!