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.
Can not agree more. A basic sales operations function requires ability to deterimine age in stage, specifically being able to track the number of days real-time in a particular stage. It is table stakes in my opinion.
Agree. This is an important metric. Really, really suprised this is not in there. How else do you know if this area requires attention or can be improved?
Hey all, I'm a part of Aptitude 8's product team A8 Labs. We're currently in Beta for a new SLA Tool called Timerman SLA. It may help solve your problem as it allows you to assign SLA Policies to both tickets and deals via workflows and tracks time in each stage down to the minute. Since Timerman records the data, it lets you create reports/dashboards within HubSpot!
We're releasing the app to beta users so shoot me a message if you'd like to learn more!
I **think** we have a workaround for this. What we did was create time stamp properties for each deal stage. Then we set up a workflow with the enrollment criteria of 'Deal stage has been updated in the last 1 day' and turned on re-enrollment criteria. This way, every time a deal stage is changed, it will update the new deal stage with a date stamp.
So for example, one of our deal stages is 'Qualified Right Fit'. So we created a property called 'Entered Stage Date - Qualified Right Fit' and did that for each correspondeing deal property.
From there we export all the data and then use excel to calculate time in deal stages. It's not ideal and certaintly not real time. But it's an option.
I'm honestly shocked that this was originally posted back in 2019 and as of this year there is still no roadmap on how best to solve an issue that has been soundly resolved by every other HS competitor. This isn't a weird niche issue; we are asking for some very basic reporting capability.
Maybe it’s time we asked this question at an investor meeting…looks like that’s the only way one will get an answer to what’s the real issue here. I suspect it’s some core architectural challenge that has resulted in a lot of tech debt that they haven’t been able to resolve yet.
Hi @sviaud That report is only for closed Deals. I would like this information for deals not yet closed, so in real time, I can see which ones are stuck in a stage. Same for Ticket pipeline/statuses
Yes, same here. We want to track if there is any deal at any stage that stays more time than expected. Sales team needs to manage those deals to proactively move the deals forward or drop them either to 'Pending' or 'Lost'.
I migrate from Salesforce and find this a crucial matrix that is not included. Determining the ageing of a deal by its time spent in a stage is vital in avoiding blockages.
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