Quick question on graph on deals age

Jorge Martínez Marbán
Jorge Martínez Marbán Member Posts: 45
Second Anniversary 10 Comments 5 Up Votes Photogenic
edited July 2022 in Sales CRM #1

Hello I see that inside the deal there is a section that shows the deals age. This information is very important for us.  Do you know how can I display this information in the reports ?

Thanks
Jorge

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Comments

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,239
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited July 2020 #2

    Hi @Jorge Martínez Marbán 

    You can use this filter while creating a report:

    image
  • Irina SOMOIAG
    Irina SOMOIAG Member Posts: 6
    edited February 2022 #3

    Hi there,

     

    I also need to visualize the average DEAL AGE metric to all our won deals by sourse. I tried to follow the steps and to create a graph in the insights, but it does not work. 

    Could you please help on representig the response for: What is the ageverage deal age for won deals by source ?

    Also, why I cannot export this metric "deal age"? 

     

    Thank you

     

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,239
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited October 2020 #4
    Irina SOMOIAG said:

    Hi there,

     

    I also need to visualize the average DEAL AGE metric to all our won deals by sourse. I tried to follow the steps and to create a graph in the insights, but it does not work. 

    Could you please help on representig the response for: What is the ageverage deal age for won deals by source ?

    Also, why I cannot export this metric "deal age"? 

     

    Thank you

     

    Hi @Irina SOMOIAG 

    You can set up a deal duration report. Just make sure to include only won deals and also add another condition for the source in the report filters

    image

    Regarding exporting, we're planning on adding that to insights reporting in the future. In the meantime you could technically already make a filter for your won deals in the list view and include the "deal created" field. Then you can export the results and for example in Excel calculate the age. Not ideal, but it works.

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