Jul 14, 20222:41 AM - last edited on Jul 14, 20221:48 PM by kvlschaefer
Member
Time Spent In Between Two Stages
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Hello Team!
This is really a big problem we have where we have a pipeline and we want to track the time spent on each deal stage - as well as - time spent in between two stages. I saw there were some guidelines on doing it but I don't feel very confident implementing them myself. Can somebody help?
Hi Vanessa! I'd recommend creating date fields to capture the date that a deal that stage. Then create a workflow with a value equals branch or a ton of if/then branches to fill in those date fields when a deal reaches that stage. It will look something like this:
You'll also want to think through if you want to measure when a deal first enters a stage or most recently enters a stage, as well as if users ever skip stages and how to handle.
Once you have the dates, you can create calculation fields to measure the differnece between dates or use formula fields if you're have operations hub.
Create a deal-based workflow which sets the value of each date property to the date of the step, as shown below. Make sure that re-enrollment is enabled as shown in the sidebar (click into the enrollment criteria and switch into the enrollment tab to access the setting).
Keep in mind that this will only work if deals move through each stage in order. Once a deal skips a stage, this system will break.
By the way, if you have access to workflows, you might have access to sales analytics as well. Under Menu > Reports > Analytics > Sales analytics, there is a "Time spent in deal stage" report:
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
There are lots of HubSpot solutions partners that could help you with the execution if you need pro help, @karstenkoehler and @JHaber6 are very good indeed!!
We're HubSpot App partners so we couldn't help you with the setup but we do provide some sneek peaks into how we run our own HubSpot account. Maybe the blog and video below might help, with the time in deal stage piece.
The solution was featured in HubSpots Community Blog:
Try using the Timerman SLA app in the Marketplace. I use that with clients on the Service Hub side to get more accurate tracking on their SLAs and service ticket stages, but it does the same thing for deal stages. There's a free trial so you can see if it works for your use case.
There are lots of HubSpot solutions partners that could help you with the execution if you need pro help, @karstenkoehler and @JHaber6 are very good indeed!!
We're HubSpot App partners so we couldn't help you with the setup but we do provide some sneek peaks into how we run our own HubSpot account. Maybe the blog and video below might help, with the time in deal stage piece.
The solution was featured in HubSpots Community Blog:
Create a deal-based workflow which sets the value of each date property to the date of the step, as shown below. Make sure that re-enrollment is enabled as shown in the sidebar (click into the enrollment criteria and switch into the enrollment tab to access the setting).
Keep in mind that this will only work if deals move through each stage in order. Once a deal skips a stage, this system will break.
By the way, if you have access to workflows, you might have access to sales analytics as well. Under Menu > Reports > Analytics > Sales analytics, there is a "Time spent in deal stage" report:
Hope this helps!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Hi Vanessa! I'd recommend creating date fields to capture the date that a deal that stage. Then create a workflow with a value equals branch or a ton of if/then branches to fill in those date fields when a deal reaches that stage. It will look something like this:
You'll also want to think through if you want to measure when a deal first enters a stage or most recently enters a stage, as well as if users ever skip stages and how to handle.
Once you have the dates, you can create calculation fields to measure the differnece between dates or use formula fields if you're have operations hub.