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
kstanwyck
Participant

We need to be able to build a report on times so we can analyze our ticketing process. Please turn your focus to the ticketing environment of your platform, as we have had to comprise and find our own way in how to use HubSpot as our only ticketing platform. 

 

MPerello
Member

Awesome initiative! We really need this at our company too.

raffers
Participant

Please prioritise this.

 

As it stands, i can't do any reporting relating to how long a ticket takes to go from Stage A to Stage X, average time on a given stage etc. All the metrics i need to effectively manage the process and identify bottlenecks can't be done.  

ramcint
Member

Seems like a core feature oversight considering the breadth of reporting capabilities found throughout HS. Agree completely that this is needed ASAP!

tonyl
Member

We came up with an interesting solution to this issue which is working pretty well for us. It doesn't aleviate the obvious issues around overall reporting, but does help us manage our tickets and deadlines very well.

 

Basically, we worked out the time that a ticket should hae in each stage (column status) - so for example, data import 3 days, new user setup 1 day etc. Then what we did was setup a workflow that triggered each time a new ticket landed in that particular status that simply gave the ticket a numerical value of 3. Then, added to the workflow a 1 day delay and then reduced the 3 day count down by 1 to leave 2 and so on. Then my team can see how many days left a ticket has before it becomes overdue. We then setup extra days to be added to each ticket on a Monday morning to credit back the 2 days they all lost over weekends and also setup so that once they hit zero, they'd be flagged as overdue. 

 

This is working pretty well for us and has made a huge difference for my team to know what tickets are fast approaching overdue status. I am happy to share more if anyone is interestested.

comitchell
Member

The number days in current stage is a basic operational view and this type of feature should be available or able to be created by admins.

CCS
Contributor

So strange Pipedrive has been doing it for years and Hubspot can't.  Pipedrive lets you set a 'Rotting date" for each stage and the deal turns read when over the timeframe.  You can also see how long each deal has been in the stage in the deal tile.  Don't you think it is time HubSpot does the same?

AndreCarlo
Participant

This is a basic feature and extremely valuable for our clients' sales teams.  In fact, this is a requirement of many of our clients.  Other platforms have this, so we need to be able to provide it ASAP.

Please make it happen soon!

mcraciun
HubSpot Employee

This is needed!

meganrainbow
Member

Disappointed to see that this is not a native metric ... I made the assumption it would be since the time stamps for lifecycle stage transitions are already there. Days between lifecycle stages is a really important metric for marketing/business development teams! I'll have to get at this manually for now, but hope to see it soon in the platform. 

 

 

Josnyx
Member

Great idea! I would also open this feature for Lead Stage property.  We would love to know the time between our leads go from "New" to "Contacted" or "Discarded" or any other option., after we qualify it and move to opportunity or costumer directly.

 

Hope to see this option soon in the platform.

chrsv
Member

I'd love to have this feature as well!

markjnorman
Member

Great idea and hope to see it implemented soon!

jmoore1
Member

When trying to work on pipeline velocity, this is a major step backward from the other CRMs on the market. As a first step, is it possible to export this type of data? The "Deal time in each stage" dashboard report is illustrating some of the value, but we need to be able to go deeper. There appears to be a large demand/desire from your customer base for this.

KevinQ247
Participant

The irony is that if you go to a deal and look at the activity log, the Create date and date/time stamp for each deal is RIGHT THERE!  That means that the data is also RIGHT THERE and since it is already in a database, it should be easy to get out as your system is ALREADY doing this.  I would think an Activity report that shows Deal Created Date and Deal Created Time and that includes Time and Date when the Deal Stage was changed/modified, would be all that is needed.

as_bold
Member

Upvote!! This is a must-have!

dstefanic
Member

Definitely needed!

DanE5
Member

Super critical feature in the sales process. You already have this data then why not using it?

lukefrye
Member

This would be amazing!

erica11
Top Contributor

We need to be able to see how much time tickets spend in each stage. This is already there for deals so needs to be there for tickets too!