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Stage-entry timestamp properties for pipeline velocity reporting

One of 565 written HubSpot workflow specs, by a collective of independent HubSpot consultants.

Professional

Seat pricing: Professional edition. To build it, a GTM Seat or an Ops Seat (an Ops Seat cannot create marketing emails or sequences). Per-hub plans: Sales Hub Professional.

Deal5 stepsUpdated for HubSpot seat pricing
OutcomeReporting gets one date property per pipeline stage, stamped the moment a deal first enters that stage, so a velocity report can show average days spent in each stage rather than only the current one.
Workflow mapreporting-alerts-002
Deal stage changes leads to Stage = Appointment Scheduled?. Stage = Appointment Scheduled? leads to yes: date_entered_appointmentscheduled blank?; no: Stage = Qualified To Buy?. date_entered_appointmentscheduled blank? leads to yes: Set date_entered_appointmentscheduled = today; no: No action, already stamped. Stage = Qualified To Buy? leads to yes: Same blank-check and stamp pattern; no: Continue through remaining stage branches. yes yes no no yes no Deal stage changes Stage = Appointment Scheduled? date_entered_ appointmentscheduled blank? Stage = Qualified To Buy? Set date_entered_ appointmentscheduled = today Same blank-check and stamp pattern Continue through remaining stage branches No action, already stamped
Deal stage changes leads to Stage = Appointment Scheduled?. Stage = Appointment Scheduled? leads to yes: date_entered_appointmentscheduled blank?; no: Stage = Qualified To Buy?. date_entered_appointmentscheduled blank? leads to yes: Set date_entered_appointmentscheduled = today; no: No action, already stamped. Stage = Qualified To Buy? leads to yes: Same blank-check and stamp pattern; no: Continue through remaining stage branches. yes no yes no Deal stage changes Stage = Appointment Scheduled? date_entered_ appointmentscheduled blank? yes Set date_entered_ appointmentscheduled = today no No action, already stamped Stage = Qualified To Buy? Same blank-check and stamp pattern Continue through remaining stage branches

When to use it, when not to

Use it

  • Use it when leadership wants a stage-by-stage velocity report for pipeline reviews, not just a single "is this deal stalling" flag.
  • Use it as the data foundation for a custom report or dashboard chart on funnel velocity.
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Skip it

  • Do not use it if you only need an operational staleness flag on the current stage. That is a deal-hygiene use case (day-in-stage alerting), not a reporting data layer.
  • Do not build this on pipelines with fewer than three stages. The reporting value rarely justifies the property maintenance overhead.
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The rest of this spec

Prerequisites · 3 items

Every property with its label, internal name, type and options, plus the assets the workflow needs.

Enrollment · 4 parts

The trigger, the criteria as ticked in the UI, the re-enrollment rule and the suppression list.

Steps · 5 numbered actions

Each action in order with its parameters, branches and delays.

Known pitfalls · 5

Traps seen in production, each with what breaks and what to do instead.

Test plan and UAT script · 4 cases, 3 variants

How to prove it works in a test portal, one case per branch, and a sign-off sheet.

Files · PDF, Markdown, JSON, CSV

The properties JSON creates the fields in one call. The workflow JSON documents the build.

Install · 1 click, switched off

The installer creates the properties and the workflow, switched off, then opens a task for what it cannot create. Nothing is deleted, enabled or enrolled.

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