Creating a live report

[DSmith577]

Hi all!

I'm currently trying to track how long prospects are spending in each stage of the deal cycle and want to create a report to visualize this. 

The issue I'm running into is that I am using the "Cumulative time in x stage" function which does not show the time the prospect has spent in their current stage - it only updates when they move on to the next stage. 

This is not a major issue but I'd like for others on the team to be able to check this dashboard/report and see exactly where the prospect is and how long they've been unmoving from their current stage. 

Thanks in advance for your help!

[DSmith577]

Thank you so much! I really like the email notifications for inactive/stuck deals, I'll be creating that today. 

[karstenkoehler · Accepted solution]

Hi @DSmith577,

This is not so straight-forward at the moment, unfortunately. You can leverage calculation properties here:

https://knowledge.hubspot.com/properties/create-calculation-properties#create-calculation-properties

These properties now support calculation between a date until today (in beta). Unfortunately that means that you would have to create one calculation property per stage. You would calculate the date between

Date entered [stage ID]: the date and time the deal entered the stage.

... and today.

This unfortunately means that these properties will not stop measuring the time once a deal leaves a stage.

There's also a 'Time spent in deal stage' report in the sales analytics but that as well excludes the current stage: https://knowledge.hubspot.com/reports/create-sales-reports-with-the-sales-reports-analytics-tool#typ...

Alternatively, if you want ways to easily identify inactive deals, there are other routes as well:

1. Create a deal-based workflow that enrolls deals where close date is more than 0 days ago and deal is not closed, OR where last contacted is more x days ago, next activity date is unknown, deal is not closed, THEN send an internal email notification to an admin or the deal owner
2. On the deal index page, click "Board options" on the right, "Edit cards" and highlight inactive deals (see screenshot below)

Have a look and let me know what you think!