Stage aging

Insightly doesn't appear to keep a history of when opportunities change stages. We would like to analyze how much time opportunities are spending in each stage. Has anyone found a solution for this?

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Comments

20 comments
  • Hi Chris, thank you for your post! 

    Are you referring to pipeline stages changing? Or just when an opportunity changes the won/closed/etc. states? 

    For the latter, you can use the history tab within the opportunity. 

    Thank you!

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  • Hi Jessica, 

    I'm referring to pipeline stages changing.

    Thanks,

    Chris

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  • @Chris - The history tab on the opportunity keeps track of the dates that the pipeline stages change. 

    I hope this helps!

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  • Jessica, 

    That helps a lot. Is that data accessible via the API? We would like to create stage aging reports so we know how long opportunities are in each stage. Or might Insightly have such a report? I haven't seen one.

    Thanks!

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  • @Chris - That's a great question. Honestly, I'm not an engineer, so let me grab the eyes of an engineer who can give you a better answer on that than I can. :) 

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  • Hi Chris,

    We currently don't expose change history via the API, but this is something we are looking into. I don't have an ETA for when we might add this, but we are thinking about this.

    Thanks for using Insightly.

    Brian McConnell

    Insightly Engineering Team

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  • Hi Brain,

    we need a similar help on aging. need to find out how many days it takes to move from 1 stage to another in the pipeline that we create.

    When is this expected to come.

    Cheers,Ashish

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  • Hi Chris,

    We don't currently provide access to the history feed in the API. We are in the process of re-architecting our backend database, after which it should be much easier to implement this sort of thing (as well as push notifications/webhooks). I don't have a specific ETA as it is a big project but with the changes we are making it will enable us to roll out additional functionality next year.

    Thanks for using Insightly.

    Brian McConnell

    Insightly Engineering Team

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  • Hello all, 

    We are looking for a similar report (tracking time spent in each stage). We don't necessarily need a slick report but just the ability to export the data. 

    Any update on the potential timing of a roll-out?

    Thanks!

    Dominic

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  • Hi Dominic:

    As Brian mentioned above we are working on a project with our architecture.  So while time tracking is something we are looking to add, we do not have a specific date for release. Once the larger project is completed we will have a better idea of our roadmap and what improvements can be made.

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  • Hi, any update on this feature, we are looking to manage pipeline stages too? Keen to ensure we can track how long an opportunity is in a particular pipeline stage.  Let me know if this feature is coming. Thanks!

     

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  • Hi Karen,

    We're actively working on this feature right now and will update this thread when we have some more information about the release date.

    Thanks.

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  • This post is pretty old (aging is very high). Is there any update on the ability to measure the length of time on pipeline stages? 

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  • Hi Greg,

    This feature got pushed back so that we could implement some other requests first.  We have a large update coming soon though, which you can read more about here.

    We'll make sure we update this thread once we have more information about this specific feature.  In the meantime, thank you for your patience! :)

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  • Hi Greg,

    Under 'Opportunity Reports' in reports, we have an 'Opportunity History Report' that details key opportunity data changes and the dates and times of each of those changes for every opportunity including when an opportunity stage was changed and who changed it. This report should give you what you're looking for.

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  • It would be very useful to us to be able to use "Time in Stage" as a field on an opportunity list view. Is this something that is planned to be done?

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  • +1 on the above. Looking to simply calculate average opportunity age (# of days). Is this possible?

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  • Yes this would be great !

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  • Hello Guilermo,

    If you like to see this feature implemented within Insightly in a future update I recommend posting your request to our Ideas & Suggestions page. Your fellow Insightly users can vote and comment on the idea, too. In general, the more activity a request receives, the more likely it is to be considered for implementation.

    Thanks for your time! 

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  • Hello Matthew and Etienne,

    I suggest doing the same as Guilermo this way your Ideas & Suggestions can be monitored by our Product and Engineering teams. 

    Thanks for the contribution to our community! 

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