Dates Spent In Deal Stage

My team and I would really like to be able to export the dates that certain deals enter and leave specific stages of our deal. Our deal process is a little unique and takes quite a bit of time, and to be able evaluate the length of time specific deals are spending in certain stages would be huge for us. In addition, it would allow us to run reports on the specific deals that entered or left certain stages within a specified time frame. Thanks so much for taking the time to evaluate this. It would be incredibly helpful for us. 

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50 Replies
magandy2
New Contributor

It would be great if you could display the number of days a deal has been in a particular deal stage right on the Deal Board. Perhaps in the lower right corner of the deal block? This would give a nice visual and allow sales professionals to quickly identify deals that appear to be stuck. 

atramer
Regular Contributor

I think this is a crucial feature that should be added.  Being able to track a deals time spent in a stage would help us set up expectations on how long deals of different sizes or other factors would be great data to have.  Or just being able to see a deal that may have stalled would help us either get more attention to it, or close out. 

 

thanks 

dulbert
Occasional Contributor

I am looking for a way to easily report to my Sales Leadership the dates when our Deals moves into a Deal Stage.  This would be exactly like the Last Modified Date property, but only for Deal Stages. This would save us the time of having to dive into each Deal to see when it moved to a new Deal Stage. 

erijohns
Occasional Contributor

I'm coming here from this post.

 

We have no trouble getting clients to Signed Contract, but it seems like it's taking buckets of time to get them Live. So we know that some stage is holding us up, but can't see where to focus our energies unless we know how long a Deal's been in a given stage. The Time In Stage report looked awesome, but since it only calculates when a Deal has left a given stage, it can't help us much: for this question we want to know about the Deals that are stuck, not the Deals that are moving through the stage. 

 

Sounds like that's harder for Hubspot devs to code, which makes sense. Running tally would be harder than absolute number. But man, it'd be cool to have this ability. 

 

Also as a second use case -- we want to use the Average Days Between Signed Contract and Live as a company health metric. If we're improving that number, then the system's working great. 

 

Thanks for all the work you guys are doing! Hope this report requests hits a roadmap soon!

kpetrich
New Contributor

"It would be great if you could display the number of days a deal has been in a particular deal stage right on the Deal Board. Perhaps in the lower right corner of the deal block? This would give a nice visual and allow sales professionals to quickly identify deals that appear to be stuck. "

 

BINGO!  This would be great.  I have only figured out how to pull the time a deal spent in a stage, after the deal has moved to it's new stage. It would be great if I could see how long a deal has been in its current stage at a glance, exactly as Magandy 2 suggested.

Hana
Occasional Contributor

Guys, can you please push prio on this? It is super helpful for running the smooth sales process - to be able to see immediatelly if any deal if "cooling off" in any stage... We should be able to see the CURRENT time in the CURRENT stage to see if Sales needs to adjust their priority and push some deals that are behind

djmorris32
New Contributor

I would like to be able to show how a company has been in a certain deal stage? We are trying to figure out how to make sure deals are not getting stuck or delayed in a certain deal stage. It may be as easy as the current date minus date moved to new deal stage to get the number of days in that deal stage. That is the last piece of info for a filter we created that will give us what we need. 

This seems easy to add and would be very beneficial.

PeterStrik
Occasional Contributor

This is an amazing feature, that I'd like to have ASAP. Basically, I want to be able to see which Deals are 'stuck' in a stage. For example, if a Deal has been in the Contract Sent Deal Stage for several weeks, there may be a problem with the client refusing to sign. Or if a Deal has been In Discussion for months, we really aren't in discussion, but the sales person is just keen to keep their Pipeline full.

 

Until this feature is available, I'll have to suck Deal data from Hubspot into a BI-tool, and essentially go with some adaptation of ( SELECT TODAY() - Deal Entered Stage Date() GROUP BY Deal Stage, Hubspot Owner ).

RossHerman
New Contributor

 This needs to happen as soon as possible as this is a major need in relation to forcasting and analysis for our buisness developemnt team.

ninafunnel
Visitor

As many other users have already said I would also like to be able to track the time spend in a specific deal stage. Not only after someone left that stage, but during they are in that stage. I want to be able to spot deals that are lingering in a deal stage to long. 

MSween
New Member

Having the ability to easily see the "time in stage" regardless of when a deal was created is very important.  This was my first upvote after trying to create custom reports for the the past couple of days.

 

Thanks guys/gals

erijohns
Occasional Contributor

Hi @MSween-- Welcome aboard!

 

If you're looking for an interim solution, I've created a Google Sheet with a formula that does exactly what we're asking in this thread. I just export my Deals every week for a snapshot, run the formula, and I've got a data point. After 18+ weeks we're seeing really engaging trends. Said trends are way less optimistic than the Hubspot report would lead you to believe, of course, since with this sheet I'm able to include clients that are stuck in a particular stage, not just the clients who have moved from one stage to the next. 

Anyway. If you'd like to mess with the spreadsheet yourself, here it is! https://docs.google.com/spreadsheets/d/1Nlsc1eyw6pIR8jSHGaBWyT28qEW1eWFyI05yQAMVUmA/edit?usp=sharing

Note that we've created three custom date fields that Sales and Customer Success manually update after a client's signed or gone live. Anyway, hope this helps someone besides me. I need to do a weekly export to get my data points, but it only takes me a couple minutes now. 

nburke333
New Member

I have a simlar request. I would like to see each deal as a horizontal multi-colored bar where each color in the bar represents a deal stage and the length of that color within the bar equals the time in that stage. The y-axis (vertical) woud be company name. Each company could have multiple bars in succession, horizontally, ensuring that you are always working on a deal for a particular customer. In my business we typically are looking to get a proposal in front of our clients quarterly. 

LeQuebecois
Occasional Contributor

Need this.

Ayang
New Contributor

+1. It will really help us understand whether certain deals have been stuck in a stage for too long and require our attention. Pipedrive has this function and it's very helpful.

C_Davis
New Contributor

This would be key to us understanding and improving pipeline performance.

aesimonton
New Contributor

Our organization would also like to be able to calcuate the number of days a deal is in a particular deal stage (while it is in the stage). Currently, I understand this feature only works looking backwards (i.e., it is calcualted after a deal moves from a specifics stage into another). 

HubSpot Employee
HubSpot Employee

Hi All,

 

It is possible, using the "Time in Deal Stage" report to display a lot of the information that is requested in this thread.


The report is available in the Report Library/Sales/Deals view and can be customised to display data in table or bar format along with customising the info to show the Total time instead of the Average. You can also split the data by Deal Name instead of Close Date in order to have a clearer view of each deal in your portal.

 

time in deal stage.PNG

CCS
Regular Contributor

Can Hubspot try to have current time in stage like Pipedrive?  Deals turn red wen over timeframe. 

 

Pipedrive time in deal.JPG

dougDeep6AI
New Contributor

This doesn't appear to work for the stage it is currently in (always says 0), which effectively renders it useless.  And since you can't change column width, "TOTAL TIME IN STAGE X" gets truncated to "TOTAL TIME IN..." 

 

We're having to pay extra for other tool to get good reporting out of HubSpot.  It eventually has to be more than just a activity tracking tool.  We need to be bale to do more with the data we are capturing to drive sales.