How to Create Deal Duration from Start to Close Report

Tracking the duration of deals from start to close is crucial for understanding how long your pipeline processes take and identifying areas for improvement. By visualizing deal duration, you can monitor timelines, manage expectations, and optimize your team's efficiency. This report helps highlight which deals close faster and which ones may need more attention, giving you actionable insights into your pipeline.

Visualization Example:

Steps:

In the Explore menu, choose Pipeline Deals.
Select the Deal field to expand more options, then choose the following fields: Title, Start Date, Signing/Close Date, Count
Click on Run button at the top-right to generate the data.
In the Data Pane, click Add Calculation to create a table calculation for the deal duration. Use the following code to calculate the number of days between the deal’s start and close:

diff_days(${dashboard_deal.startdate_date}, ${dashboard_deal.d292b6e8f4b4439f8e9f72f8a1f1433e}) + ${dashboard_deal.count} * 0

In the expression, ${dashboard_deal.d292b6e8f4b4439f8e9f72f8a1f1433e} is actually the “Signing/Close Date”. This is one of the custom fields that are customizable and differ from organization to organization. As a result, the long string of ID might be different in your case. Just input “Signing/Close” and the correct field will be prompted up as below.







The last part of the expression + ${dashboard_deal.count} * 0 is added to prevent the calculation from being treated as a dimension instead of a measure as it should be. (Ref)

In the Data Pane, click the gear icon next to the Count field and select Hide this field from visualization. Repeat this for the Start Date and Signing/Close fields.



In the Visualization Pane, choose Bar Chart as the chart type.
To add a reference line of the average duration across all deals, go to “Edit” → “Y” tab → “Add Reference Line” → choose “Average (Mean)” in the Value box.



By following these steps, you’ll create a Deal Duration from Start to Close report, which helps you measure the length of time deals are in your pipeline and pinpoint areas where improvements can be made.

Updated on: 26/09/2024