How to Create Avg. Phase Duration Report

Understanding the average duration of each deal phase is essential for optimizing project timelines and identifying potential bottlenecks. This report allows you to analyze how long deals spend in each phase, helping to streamline processes and improve efficiency. By visualizing phase durations, you can better manage deal flow and ensure smoother transitions between phases.

Visualization Example:

Steps:

From the Explore menu, choose Deal Phases Info.
In the Field Picker, choose the following:
Under the Deal option, select Deal Title.
Under the Phase option, select Name and Order.
Under the Deal Phase Info option, select Actual Start Date > Date.
Click on the filter icon next to the field “Actual Start Date” as shown below:



In the Filter Pane, select is not null from the dropdown. This will filter out phases that have not started yet.



Click on Run button at the top right to generate the data.
In the Data Pane, click on the column header “Deal Title”, and then click on the column header “Phase Order” while holding the SHIFT key, to sort the table by Deal Title first and then Phase Order.



In the Field Picker Pane, under the Deal option, select Count.
In the Data Pane, click on “Add calculation”.



Create the table calculation Phase Duration by copying and pasting the following code:

diff_days(${deal_phase_info_active.actual_start_date_date}, ${phase_end_date}) + ${dashboard_deal.count} * 0

|| Note: The last part of the expression is added to prevent the calculation from being treated as a dimension instead of a measure as it should be (Ref).

+ ${dashboard_deal.count} * 0

Click on Add calculation again and enter the following code to calculate the average duration for the first phase, "1. Target Listing":

Note: Under Format, choose Decimals and under Decimals dropdown choose 1.

mean(if(${dashboard_dealphase.name} = "1. Target Listing", ${phase_duration}, null))

Repeat the process in step 9 for each of the remaining phases.



In the Data Pane, click the gear icon next to the Phase Name column and select Hide this field from visualization. Do the same for Actual Start Date, Phase End Date, Deal Count, and Phase Duration columns.



In Visualization Pane, choose Column Chart as the chart type. And in the “Edit” → “Plot” tab → toggle on “Limit Displayed Rows” to show only the first row of the data.



This version provides a clearer purpose for the report, emphasizing its practical application in optimizing deal management and improving process efficiency.

Updated on: 03/10/2024