HubSpot Ideas

Hal

Time in Deal Stage

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!!

HubSpotからのアップデート
June 12, 2024 06:06 PM

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!

ステータスに更新: In Planning
February 02, 2024 06:05 PM

👋 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. 

 

Thank you all for sharing your feedback with us!

ステータスに更新: Not Currently Planned
May 12, 2021 07:18 AM

May 12, 2021 07:18 AM

Hi,

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.

Best,
Stephen.
 

162件のコメント
VWatts1
メンバー

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.

annieg241
投稿者

Much needed!

Adam-SixandFlow
メンバー | Elite Partner

We finally have a solution it seems:

 

https://knowledge.hubspot.com/workflows/create-a-scheduled-trigger-workflow


Daily workflow to run at 12:01 and increase "todays date" property by 1 day.

 

annoyingly though you need to have ops hub pro or higher.....

annieg241
投稿者

@Adam-SixandFlow Can you explain how you would do this for this application? I'm still confused. 

LivingSecurity
メンバー

Date entered stage is captured. We just need HS to show count of days since that date. PLZ!

MHermann
メンバー

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?

JenFrazier
参加者

We would love to see this as well! Thank you!

jphilbrook
投稿者 | Solutions Partner

We really need this!!

SKripp
参加者

Yes! We also need age of current open deals and tickets! An absolute must

JonathanS
投稿者 | Elite Partner

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!

WCrandle
メンバー
Yess drop me a message please

alyssacarter
投稿者

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. 

Hollowaym276
メンバー

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. 

sidsaha
参加者
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.
sviaud
トップ投稿者 | Platinum Partner

Did I miss something or the new "time in deal stage" report mentionned below resolves this thread?

https://community.hubspot.com/t5/Dashboards-Reporting/Create-quot-time-in-deal-stage-quot-report/m-p...

LivingSecurity
メンバー

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

LoboJng
メンバー

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'. 

May4
参加者

Hi, just wanted to check in on this in 2022. This is very important for us! We really need to track how long a lead spends in each stgae. 

calavanderwesth
メンバー

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.

 

TNapierski
メンバー

I cannot believe this is not an option yet.