Library / Reporting and alerts / reporting-alerts-002

Stage-entry timestamp properties for pipeline velocity reporting

Reporting and alerts Sales Hub Professional Deal Intermediate ~45 min to build

Outcome. Reporting 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 mapEnrollment, branches and actions at a glance
flowchart TD
    A[Deal stage changes] --> B{Stage = Appointment Scheduled?}
    B -->|yes| C{date_entered_appointmentscheduled blank?}
    C -->|yes| D[Set date_entered_appointmentscheduled = today]
    C -->|no| E[No action, already stamped]
    B -->|no| F{Stage = Qualified To Buy?}
    F -->|yes| G[Same blank-check and stamp pattern]
    F -->|no| H[Continue through remaining stage branches]

When to use it / when not to

What the full spec adds

  • Prerequisites: 3 items, every property with its internal name, type and options
  • Enrollment: trigger, criteria as ticked in the UI, re-enrollment rule, suppression
  • Steps: 4 numbered actions with their parameters, branches and delays
  • Known pitfalls: 5 traps seen in production
  • Test plan, Variants and the YAML build spec
  • Files: PDF, Markdown, properties JSON to create the fields in one API call

One-time payment. Includes every spec added to the pack later, up to the full 500. Consultants: Everything, forever adds the agency licence for unlimited client portals.

Everything add-on Install this workflow in my portal Two clicks: authorise your portal, confirm. Properties created, workflow delivered switched off, ready to review. Coming to Everything and Pro buyers first.