Calculate and Report on the Time between Two Properties

virginiam

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.

 

HubSpot updates
Aug 19, 2020

Hey @andersks!

 

We have an ongoing thread that requests the ability to calculate "current time in stage" or "time until TODAY" here: https://community.hubspot.com/t5/HubSpot-Ideas/Time-in-Deal-Stage/idi-p/277082

 

I'd suggest popping over there to give it an upvote and leave us your feedback!

 

Best!
Joe
Ideas Forum Manager

Jul 24, 2020

Hey folks!

 

Here's a great resource that shows how to create a "time between" property: https://knowledge.hubspot.com/crm-setup/create-calculation-properties

 

Best,

Joe 

Ideas Forum Manager

Status updated to: Delivered
Jul 17, 2020

Hey all! It's been awesome to see so much interest in the Time Between properties beta. After consulting with the team, I'm going to move up the public release of this feature to Monday. Hang tight over the weekend and you'll have this feature soon! With that update, I am marking this community post as "delivered".

 

There were a whole bunch of comments added on to this post that are really about current time in stage, which as I mentioned previously, is a separate challenge altogether and something that will take considerable research to do right.

 

To make sure your input is heard, please take the conversation about that topic over to this Community post. Give it plenty of upvotes if you care, so we can prioritize it properly. Thanks!

Status updated to: In Beta
Jul 13, 2020

Hey all! It was really informative (if a little painful at times) to read all the comments on this post.

 

Excited to share we've released a new kind of calculated property into beta: "Time Between" properties.

 

Time Between properties take two existing date properties (like "became a lead date" and "became a customer date") and calculates the duration between them. It's just what you need for creating reports like "average time spent in lifecycle stage" or "average time for Enterprise leads from initial conversion to Go Live", etc. The feedback on the beta so far has been terrific, we're on target to release to all Pro and Enterprise customers in the coming weeks. If you want into the beta, just reply to this update and I'll get your hubs added.

Next: There are SO MANY comments on this post about wanting to measure time spent from entering a stage to today. I want to re-iterate that while that seems basic, creating that functionality that also works with the rest of the HubSpot tools (like Workflows and Reportings) is incredibly difficult to do well and at scale. While that functionality is not part of the initial Time Between properties launch, we are working very hard (think multiple conversations with many, many smart HubSpotters weekly) to figure out how we can make it work. I look forward to updating you all on that soon.

170 Replies
NicoleSengers
Top Contributor | Platinum Partner

This would help especially if a ticket is a higher priority than another - you would be able to see how a support agent should prioritise their work.

Troy
Member

For us:  Instead of having a close date it would work much better for our workflow if the date changed when we switched the stage. That way we could quickly see how long a deal has been in that stage and also help us keep the deals in the proper order in their currect stage. 

NicoP
Member

Hello @Troy ,

 

We were speaking about export each stage change but if i have understood your need it is simplier and you can easily afford it :

- create a property "last stage change" (or use the close date if your really want)

- create a workflow based on deals with the trigger "Dealstage is known" and the reenrollment parameter active for each dealstage. Choose the workflow action "update property" and "set a timestamp"

-you have now a field with the last stage change

 

Btw you can do that for any property you want.

PeterC
Top Contributor

Adding a "time per-activity" property might solve this?

 

A report run on any time period would be able to sum the property.  The report's time period could start/end as the ticket enters/leaves each stage.

Brestep
Member

Agree. We need this ASAP

ahedmark
HubSpot Employee

Great idea!

A workaround would be to download a list and upload it to Excel/Google Sheets and do the calculations there. Made a quick video showing the steps https://www.youtube.com/watch?v=bKsOM5cARVQ

Or to use an integration like G-Accon or Zapier to get the properties into Google Sheet and calculate it there.

Gozde
Participant

+1

nick_regroup
Member

I am adding a cherry onto the "track current time in deal stage" cake. My sales team is begging for this as they are doing it manually in spreadsheets for their check in meetings with leadership. 

Troy
Member

@NicoP  I think you are misunderstanding what we are looking for. A simple "track current time in deal stage" is what we need.

NicoP
Member

Yes I have understand. And I confirm that you already can do it following the step I give you upper. The thing you can't do is export all the date and it is what @dsweatt  ask, your need is simplier.

 

mikael
Member

@NicoP I'm sure you understand how your propsoed solution is a partial fix to the greater problem. If one utilizes your solution they then have to individually evaluate every deal based on when they entered the stage. Although your proposed solution saves a bit of time vs. an excel document it is still not as streamlined as it could be.

 

If "time in current deal stage" was readily viewable on all deals on the "Board" view of a pipeline, then it could be utilized by salespeople tracking those deals with great convenience. It would also help management during sales meetings/reviews. 

Berk
Member

This is a must-have feature. 

The report would provide extremely valuable information for salespeople and marketers alike to identify where the problem lies/where the process is bottlenecked. 

We'd love to see this implemented asap!

 

rvanderlaan
Member

I have been looking everywhere as well for this! Nothing currently integrates with HubSpot either to do this.
Right now we are looking at building our on App that sits on top of HubSpots API to do this...

Rather this be built right into the software itself. 

noamkahn
HubSpot Employee

This is needed! 

MarkW17
Member

This is a must-have for our use case to track where the blockers are in our projects.

StormieHaller
Participant

Totally need this function! Trying to determine the quality of our MQL's - and knowing how long they are in the marketing funnel would really help.

Troy
Member

Still Nothing from Hubspot, this feature would be fantastic

JulienO
Participant

Great functionnality to be developed!

I would need to export data other than properties only (for example time spent in each lifcycle stages for deals)

HubSpotMaster
Key Advisor | Platinum Partner

Can we get an update on the status of this thread? Even when paying for Enterprise edition with calculated properties you still can't achieve this. This is fundamental to sales reporting and would be great to understand what holds it back from being a functional part of the platform. 

 

Thanks!

DanielCENTURY
Participant

I would like to add my voice to this request - I'm sure we all agree that it can't be understated just how useful this feature would be. Given that the data is already on the deals, you'd think it would be relatively simple to make that exportable? Of course I'm not a dev so it may be incredibly complicated for all I know, but this thread has been open for 2 years or so...