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
Dates Spent In Deal StageHubSpot Product Team
changed to: Not Currently Planned
Sunday

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!

46 Replies
NicoP
Occasional Contributor

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.

Troy
New Contributor

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
Occasional Contributor

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.

nick_regroup
New 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
New Contributor

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

NicoP
Occasional Contributor

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
New Contributor

@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. 

Troy
New Contributor

Still Nothing from Hubspot, this feature would be fantastic

JulienO
New Contributor

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
Advisor

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!