Calculate and Report on the Time between Two Properties

I would like to create a custom report where i can see how much time my contacts spend in each stage of their Contact Lifecycle. I am looking for something much like the "time in deal stage" available for deals.

 

I know that hubspot has the "became a lead date", "became an opportunity", "became a customer date" properties, but I can't seem to get any good report using these.

 

164 Comentarios
Nuevo colaborador

Yes - Being in sales this is a necessity.  The "Deal" terminolgy should also be clarified to coincide what is used as common industry standards.  

 

Hubspot Deal Format

1)Qualified to buy - 2)Presentaiton Scheduled - 3)Decision Maker Brought in - 4)Contract Sent -5) Closed Won - 6) Closed Lost

 

Preffered Format

1) Lead - 2)Qualified Lead - 3)Customer RFQ - 4)Quoted - 5)Order Won - 6)Order Lost

 

 

I need to know the running time that a Deal is in each process after I create a Deal.

A) Show Deal name

B) Show Deal enter date

1) Show running time of how long it has been a Un-qualified "Deal" lead

2) Show running time of how long the lead has been qualified

3) Show running time of how long the lead took to get an RFQ from customer.

4) Show running time of how long the it took to quote the customer from the time of RFQ

5) How long did it it take to win or lose the order 

 

This is the structure my past comapnies have always docuemnted in other CRM's.  This is what I need and it seams that the "Time in Deal" report is capable of creating it but the the directions seem limited.

 

Nuevo colaborador

Agreed! I'd just like to be able to see HOW LONG a prospect has been in a deal stage. We're attempting to focus energy on minimizing the amount of time a deal moves through from start to finish and understanding this would be a huge benefit that HubSpot could create for us. 

Visitante

Our team would also like to be able to see the "time in deal stage" on the deal board. We're thinking that we'd be able to set colors to the deals so that with a quick glance, we can see deals in "red" (30+ days), deals in "yellow" (15-29 days) and deals in "green" (0-14 days). The aging of deals is critical for us to understand if we're getting stuck at a specific point in our pipeline. The deal board is great, but without this feature, we're stuck wondering if what we're looking at is good or bad for the company.

Nuevo colaborador

I could use this information too. I am aware we can look at aggregate data in reports, but I want to be able to drill down by deal owner, stage and lead, and see how much time each lead has spent in each stage. The reps can use this information to plan their work. 

Nuevo colaborador

I feel the same as magandy2. This is possible in most other CRMs. Making this data available on the Deal Board would be a phenomenal addition.

Colaborador ocasional

I couldn't agree more. I was under the impression that I could be able to report this already and finding that it's not already an option is really disappointing. This information can help us see from an overall level when things aren't moving as they typically should and helps us catch errors!

Colaborador habitual

Fully agree and thanks for posting.

 

Sales doesn't always operate by going through EVERT stage of the funnel and it's not unusual for stages to be skipped in the sales process. There are even instances when some leads go straight to 'Closed WON'. In such instances, I would expect the skipped 'stages' in the funnel to automatically calculate at 100% conversion, because that's essentially what has happened. As it stands, 100% of all opportunities in the funnel would need to progress through every single stage in order, so that we can calculate a meaningful conversion for each stage.

 

Thanks

Equipo de producto de HubSpot
Equipo de producto de HubSpot
Estado actualizado a: Not Currently Planned

Hi all, thank you for the feedback! This is not something that we are focused on right now, so I'm updating the status to "Not Currently Planned." We'll let you know if anything changes!

Nuevo colaborador

I originally put this idea out there in April of 2017. Looks like a fair amount of support for the idea yet it took 18 months to even get a response from Hubspot? 

Colaborador ocasional

I just started learning about Hubspots reports and this small change would make a huge difference for us. Sometimes a deal may skip a step and jump directly into the following one. In this instance, said deal is not displayed in the "Show deals that have gone through all stages" which is the only report that reports back conversion rates from one stage to the next. It would be ideal if Hubspot would assume that if a deal skipped a stage, said deal also went through the "skipped" stage. This would allow the conversion rate to be consistent and true without every sales rep having to place a deal in every stage despite perhaps skipping a stage (which can happen if deals acccelerate)

Visitante

+1. This is a dealbreaker for us as it makes accurate reporting a massive pain. Currently looking at alternatives for our CMS. 

Nuevo colaborador

Hi

 

Why is this not being developed!!!

 

I'm a big fan of HubSpot but this is a crucial piece of MI for any sales ops team. 

 

Leaving it as it is means that I can only spot issues of deals being stuck 'after the fact' ie. when the have finally been moved to closed lost or won after months of inaction .  We should be able to see real-time if any deals are stuck in a particular stage and take action.

 

Not impressed at all with this response from HubSpot.

Visitante

Hi,

 

We also need this in order to trace how long deals are 'stuck', or which deals haven't moved for a very long time.

This is a crucial insight to streamline and monitor the sales process.

Reports are not only to report 'after the fact' but also to keep an eye on the current deals. 

 

I agree with the reaction above that we are not impressed with the reaction from Hubspot. You have 64 upvotes, yet decide not to plan it 'because you are not focussing on it'. How hard can it be to use the CurrentDate and substract the date a deal entered a certain stage, and display that outcome ? This is all we ask....

Colaborador ocasional

Same here... This information is a must-have. For report mainly in our case. The "time in stage" don't work for current stage and it is a huge lack. And it could be useful too for identifying deals/contact stuck in a stage since X days.

Nuevo miembro

I would like for there to be a feature that allows users to start, stop, and log a time within a ticket so time spent on a ticket can be tracked properly. In any other CRM I have dealt with this has been a standard feature.

Nuevo colaborador

I agree. Marketo does this, Hubspot should as well.

Empleado de HubSpot
Empleado de HubSpot

Thank you for posting this idea @virginiam! I agree this would be a valuable feature and I hope it's something we can see in the future.

Colaborador habitual | Partner nivel Platinum
Colaborador habitual | Partner nivel Platinum

I agree with this idea. It would be very helpflu feature.

Colaborador habitual

I'd like to echo something from the developer forum:

 

We would like (read: need) to be able to track time spent in ticket stage, the same way we can currently track time spent in deal stage.

 

https://integrate.hubspot.com/t/want-to-track-time-spent-in-each-ticket-status/15060/3 

Colaborador ocasional

This is a MUST for us since we are an IT support company, we need to track time both for billing and overall scheduling and employee utilization.