Tips, Tricks & Best Practices

JFox50
Member

Number of days between a lead stage

SOLVE

Hi all! I have only just started to use Hubspot and there are already stages built for leads and deals but what I am trying to analyse is: the number of days between each stage to get an understanding of where there are delays or long cycles in the funnel.

I hope someone can help!

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Number of days between a lead stage

SOLVE

Hi @JFox50,

 

This can be achieved with calculation properties: https://knowledge.hubspot.com/crm-setup/create-calculation-properties

 

In calculation properties, you have the option to calculate the time between date properties. You can reference the "Became a lead date", "Became a marketing qualified lead date" etc properties here.

 

Once you have these calculated values on each record, you can create a custom report: https://knowledge.hubspot.com/reports/create-custom-reports

 

(This requires a Professional subscription.)

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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4 Replies 4
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Number of days between a lead stage

SOLVE

Hi @JFox50,

 

In the meantime, HubSpot has added default properties for this, no need for calculations:

  • Entered stage date [Stage ID]: the date the deal entered the stage.
  • Exited stage date [Stage ID]: the date the deal exited the stage.
  • Time in Stage [Stage ID]: calculated for a deal after it leaves a given stage. This is not calculated for a deal's current stage. This can be used as a filter when building a custom single object report.

For those on Sales Hub Professional or Enterprise, the sales analytics (Menu > Reporting & Data > Sales Analytics) also contain a pre-made 'Time spent in deal stage' report:

 

View the average amount of time a deal spends in each stage. See where your deals might be getting stuck in your sales process. Time in stage is calculated for closed won deals. Read more terms & definitions used in this report in a knowledge base article.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
mangelet
Guide | Platinum Partner
Guide | Platinum Partner

Number of days between a lead stage

SOLVE

Hi @JFox50 

 

For Deals consider looking at the "Time spent in deal stage" report.

 

This standard report shows shows the average time deals spend in a stage, grouped by rep or team. 

 

To find it > Navigate to Sales > Sales Analytics > Forecasts and Pipelines 

 

https://knowledge.hubspot.com/reports/create-sales-reports-with-the-sales-reports-analytics-tool

 

This solution requires Sales Hub Professional+

Martin Angeletti
HubSpot Veteran (12+ years)

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DSingh59
Member

Number of days between a lead stage

SOLVE

Hi Great work

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Number of days between a lead stage

SOLVE

Hi @JFox50,

 

This can be achieved with calculation properties: https://knowledge.hubspot.com/crm-setup/create-calculation-properties

 

In calculation properties, you have the option to calculate the time between date properties. You can reference the "Became a lead date", "Became a marketing qualified lead date" etc properties here.

 

Once you have these calculated values on each record, you can create a custom report: https://knowledge.hubspot.com/reports/create-custom-reports

 

(This requires a Professional subscription.)

 

Let me know if you have any follow-up questions!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.