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Creating your deal duration report
Viewing your deal duration report
Customizing your deal duration report

Insights reports: deal duration

BF
Breandan Flood, February 23, 2023
Note: The number of Insights reports you can have depends on which plan you are on. You can learn more about usage limits in this article.

Pipedrive's Insights deal duration report shows the average time of your sales cycle. This information makes it easier for your team to see where your sales are slowing down, allowing you to make improvements to speed up your sales process.


Creating your deal duration report

To create a deal duration report, click on the plus "+" sign next to the search bar, then select Report > Deal > Deal duration.


Viewing your deal duration report

Note: The deal duration report will always be measured in days.


The duration report generated will have the following filter conditions by default. However, you can always adjust the filters to reflect the data you want to see.

  • Deal created is this year
  • Pipeline is (your default pipeline)
  • Status is any of lost or won


It is recommended to view results by won or lost deals, but you can also add open deals to your filter conditions.

Default_filter.png


Average time spent in your sales cycle

You will see the average amount of time it takes for a deal to go through your sales cycle at the top of the report. This number is calculated by dividing the total amount of time your deals have spent in all stages by the total number of deals generated by your filter.

Note: This calculation does not take into account the time spent in stages that are now deleted.


Screenshot_2020-04-17_at_15.28.33.png


The columns in the report will reflect the breakdown of your average sales cycle by days according to what you have selected to view on the X-axis. The report will default to Stage entered.
By hovering over a column in the graph, you will see the number of deals that contributed to the average time in each stage.

Screenshot_2020-04-17_at_15.24.09.png


At the bottom of the page, you also have a table containing a breakdown of the deals displayed in the report along with the information from their respective fields.

Screenshot_2020-04-17_at_17.22.27.png




Customizing your deal duration report

Note: If the report includes open deals from filters, the graph will show the average time in stage. If the report doesn’t include open deals from filters, the graph will show the average time in pipeline.

The deals you see in your reports can be adjusted in the filtering section at the top. You can edit the existing filter or select “Add condition to add more criteria.

Default_filter.png

In your report, the View by option (X-axis) will have Stage entered selected by default, but you can choose to view your report by various default Pipedrive fields as well as any custom fields of the following types:

  • Users
  • Date
  • Single option
  • Multiple option
  • Organization
  • Person
Screen_Shot_2020-04-21_at_4.20.17_PM.png

Once you've finished creating your activity report, you can add it to your dashboard or share it with your team.

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