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!!

Actualizaciones de HubSpot
Estado actualizado a: 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!

Estado actualizado a: 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.
 

152 Comentarios
rachelhering
Miembro

This is needed. We pull this data currently from salesforce.

Anita1
Miembro | Partner nivel Gold

I have some very keen clients for such a thing.

CHampton03
Miembro

I need this so badly! Please look into this. I can't believe this doesn't already exist.

shatton
Participante

Would be super helpful! Also when deal stages are skipped due to rapid movement, it would be great to get those counted in the % conversions too!

lpodolsky
Participante

Hi, Leaving feedback: This is a MUST HAVE piece of reporting for managing deal pipelines. Definitely a standard calculated field in Salesforce. 

slepoidevin
Colaborador

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).

Laureng47
Participante

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. 

 
 
RDAMA
Miembro

I agree with all the comments above. This is an absolute must have for deals. Sales Managers keep an eye on aging metrics carefully

Jarrad
Miembro

Relatively new to HS after substantial time on Salesforce & Pipedrive

 

Couldn't believe this isn't already in place, very basic sales metric

Ben7
Colaborador

This has been flagged well over three years ago. Please can we have a solution?

joy1
Miembro

Agreed, very important data! 

Adam-SixandFlow
Miembro | Partner nivel Elite

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.

RDAMA
Miembro

Adam

 

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.

CSLeader
Miembro

This is needed for us!

CSLeader
Miembro

This is sorely needed!

RDAMA
Miembro

CS Leader. Reach out to me. I can provide you with the workflow I used to recreate this

Adam-SixandFlow
Miembro | Partner nivel Elite

@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!

RDAMA
Miembro

Sure just drop your email address

 

@Adam-SixandFlow 

natedame
Participante

This would be very helpful as well!

SarahX
Colaborador

Not just deals, but for tickets too--'time spent at status'. I can't believe this is not a standard feature.