I can't seem to find a way to build a report showing ALL deals in my pipeline, comparing them to the stage deal tag. Out of X amount of deals, how many are stale?
Also, why is there no option to show the average time spent in a pipeline? For example, I want to show the time to close percentage in my pipelines.
Apr 16, 20245:03 AM - edited Apr 16, 20245:03 AM
Hall of Famer | Partner
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@AYoung12 if you're using more than just the stale tag and unless you're both assigning tags for active and stale, you won't be able to build a report that show's a percentage.
To get a percentage, you would have to remove all other deal tags from the report and filter them out. Since a deal can however have multiple tags, you might also filter out deals with a stale tag. The deal tags data point in reports is simply not made for a percentage. You'll have to go the route that I proposed in my previous reply and create a deal-based workflow (or a calculation property) that constantly checks if a deal is stale or not. If you share what your staleness criteria are exactly, I can propose a custom equation property than accomplishes this: https://knowledge.hubspot.com/properties/create-calculation-properties
For the average time to close, you can simply use the deal property "Days to close" and create a report with a KPI chart type that lets you calculate the average for that property.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Reporting options for tags are limited. Generally, tags are the result of information stored in properties, so it's better to build a report off the source directly.
If you want a report that gives you a percentage of active and stale deals, you would first have to create a custom deal property with dropdown options active and stale, then use a deal-based workflow to set this value. Only then will you have a property with two options populated that HubSpot can calculate a percentage from. It's not possible to skip this step and do this in the custom report builder directly, as active / stale is likely based on a last activity date in your portal. And a last activity date does not provide a percentage directly, only by first translating it into values such as active/stale.
Regarding your second question, can you explain in a bit more detail how a time in deal stage would be displayed in percent?
I can create reports based on tag status though, so wouldn't I be able to show number of deals in stages X Y Z and then number of deals tagged as stale in X Y Z?
For the second, I want to show the average time to close. Deal created to deal won time.
Apr 16, 20245:03 AM - edited Apr 16, 20245:03 AM
Hall of Famer | Partner
Comparison reports
SOLVE
@AYoung12 if you're using more than just the stale tag and unless you're both assigning tags for active and stale, you won't be able to build a report that show's a percentage.
To get a percentage, you would have to remove all other deal tags from the report and filter them out. Since a deal can however have multiple tags, you might also filter out deals with a stale tag. The deal tags data point in reports is simply not made for a percentage. You'll have to go the route that I proposed in my previous reply and create a deal-based workflow (or a calculation property) that constantly checks if a deal is stale or not. If you share what your staleness criteria are exactly, I can propose a custom equation property than accomplishes this: https://knowledge.hubspot.com/properties/create-calculation-properties
For the average time to close, you can simply use the deal property "Days to close" and create a report with a KPI chart type that lets you calculate the average for that property.
Let me know if you have any follow-up questions!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer