Really need a report that shows a list of Deals in the Pipeline and how long each individual deal has spent in it's current stage. I can't believe other users aren't clamoring for this... very inportant!!
Hi everyone, we released a set of deal stage properties in March, including "latest time in stage" and "cumulative time in stage." Here is the relevant Knowledge Base article with more details.
That said, I recognize that this solution does not offer the value of an object's time in stage in its current stage. That is a limitation of these properties at this time. It's a highly complex issue to solve, so I appreciate everyone's patience while we explore and navigate this.
We do have plans to introduce this set of properties for Tickets as well; however, I don't think we'll be able to prioritize this in 2024.
I'm leaving this post open, and will report back when I have an update about solving for the current stage issue. Thank you all for sharing your use cases and insights!
👋 Hi everyone, I'm Jeannie, the product manager for Pipelines.
My team and I are working on making Deal stage calculated properties available, so they can be used in reporting and workflows. These will be similar to the Contact lifecycle stage calculated properties that we released last year. I will post more details as we get further into development.
I'm one of the Product Manager for HubSpot's reporting tool. Thank you all for leaving your feedback on this thread. We're still working on a solution to expose this data for deals and other HubSpot properties/objects. At this moment, we do not have a roadmapped solution. This thread will stay open, so please feel free to leave feedback.
Same here, so important! We need to be able to build reports off of this in order to make sure reps don't let any deal sit in a given stage for too long (eg. report of all the deals currently in stage X that have been in stage X for more than X days).
Same! This is such a critical metric for ensuring deals are moving at the right pace and to unstick deals that are stuck in a stage. I'd like to add a +1 to desperately needing the "today's date" property to do my job as a sales leader properly with hubspot as our CRM. There are a variety of other reports I that I can't produce in Hubspot as well because of this missing piece.
This is genuinely a critical function if you are going to compete with other CRMs. How can a sales team set and keep SLAs if they can only look at the time spent in stage retroactively? Please fix it or bring in a "Today's Date" field so people can work around it using a calculated property and some basic automation i.e.
Enters deal stage > set date picker to "date of entry"
Calc field = time between "Date of entry" & "Today's Date"
Report = all deals with "Calc field" >7
Automation = id "calc field">7 notify salesperson and manager.
This is a huge hole in the system and is going to cost your partners deals.
I ended up creating a workflow that triggers each midnight (again using very complicated logic - as it is not possible to do it in Hubspot directly) and that sets a date picker variable with the value -- Day of Step. That is how I have simulated the "Todays Date" variable.
@RDAMA I didn't see your original reply otherwise I would have reached out! Would you be able to share your workflow logic? It would be greatly appreciated!
