Tips, Tricks & Best Practices

AJ_Kakrot
Participant

Time Spent on Each Stage

SOLVE

Hi 

 

Is there a way to calculate number of days from today's date a deal is in x stage? I do not want cumulative stage which gets calculated post the deal is passed from stage x to stage y.

 

I want to calculate, say deal is in x stage so how long does it have been in x stage.

 

Let me know if anyone can help me create this via custom property.

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Time Spent on Each Stage

SOLVE

@AJ_Kakrot which HubSpot subscription are you on?

 

You could create a today's date property and then a calculation that uses an if condition to check which stage the deal is in and then calculate the duration between entering and today. That would require an Operations Hub Professional subscription.

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

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Time Spent on Each Stage

SOLVE

Hi @AJ_Kakrot,

 

Yes, this can be done thanks to a recent update to calculation properties: 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.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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AJ_Kakrot
Participant

Time Spent on Each Stage

SOLVE

So do you mean for each stage I have to create a calculation property and for each stage it will be time until,

 

Start Date = Today (By default)

End date - Date entered x stage.

 

Please correct me

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Time Spent on Each Stage

SOLVE

@AJ_Kakrot the ther way around: the entered date is the start date, today is the end date.

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

Beratungstermin mit Karsten vereinbaren

 

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AJ_Kakrot
Participant

Time Spent on Each Stage

SOLVE

@karstenkoehler but this will keep on calculating aging date daily. Say,

 

If deal enters stage A - on 1st Jan 2025 then the aging property will keep on i ncrementing daily even if deal moves to Stage B because of value in entered stage.  Please correct me if I'm wrong.

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Time Spent on Each Stage

SOLVE

@AJ_Kakrot correct – but along with the information about the stage the deal is in, you can still access what you're looking for. All but one property will always be useless, in that sense, but you can get the information you want in the one that isn't.

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

Beratungstermin mit Karsten vereinbaren

 

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AJ_Kakrot
Participant

Time Spent on Each Stage

SOLVE

@karstenkoehler I'm fine to have distinct properties for each stage. However, I don't want the aging number keep on incrementing even if the deal has passed the stage. Is there any way for it?

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Time Spent on Each Stage

SOLVE

@AJ_Kakrot which HubSpot subscription are you on?

 

You could create a today's date property and then a calculation that uses an if condition to check which stage the deal is in and then calculate the duration between entering and today. That would require an Operations Hub Professional subscription.

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.

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AJ_Kakrot
Participant

Time Spent on Each Stage

SOLVE

@karstenkoehler unfortunately I'm having Marketing and Slaes Professional Hub.

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Time Spent on Each Stage

SOLVE

@AJ_Kakrot why aren't these properties not sufficient?

 

Latest time in [stage ID]: the total time spent by the deal in the stage since it last entered the stage. This is calculated based on the Date entered and Date exited properties. When a deal is currently in a stage, it will have no value for this property, unless it had previously been in that stage. In that case, its value will refer to the previous time in the stage and will not update until the deal leaves the stage.

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

Beratungstermin mit Karsten vereinbaren

 

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AJ_Kakrot
Participant

Time Spent on Each Stage

SOLVE

@karstenkoehler this does but it calculates the time once the stage is passed through. I'm trying to have the custom property which can tell our stakeholders how long this deal is in x stage for each of the sales reps during the stage x itself.

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Time Spent on Each Stage

SOLVE

@AJ_Kakrot in that case, you're unfortunately limited to what I described above. I'm not aware of any workarounds.

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

Beratungstermin mit Karsten vereinbaren

 

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