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. 

HubSpot updates
47 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.