Average Time Per Stage

8 min

The Average Time Per Stage Report displays the average amount of time enquiries spend in each stage of the pipeline. This report is essential for identifying stages that slow down workflows and improving overall efficiency.

Getting Here

Note: This module is visible only to Admins, Managers, and users with appropriate access. Restricted users will not have access to this report.

To access the Average Time Per Stage Report:

Navigate to the Reports section from the left-side menu.

Under the Enquiries category, select Average Time Per Stage.

Using the Report

This report provides filtering options to analyze the time enquiries enquiries spend in various stages.

Filters Overview

Period

Options include: Today, Yesterday, This Week, Last Week, This Month, Last Month, and Custom.

Use Case: Analyze average stage time for enquiries handled within a specific timeframe.

Pipeline

Select from available workflows, such as “Optimized Clinic Workflow” or “Sales Pipeline.”

Use Case: Focus on specific workflows to identify inefficiencies in particular stages of the pipeline.

Unit of Period

Options include: Days, Hours, and Minutes.

Use Case: Customize the report view based on the level of granularity needed for time analysis.

Interacting with the Report

Graphical View

The bar chart visualizes the average time enquiries spend in each stage (e.g., New, Qualified, Booked).

Use Case: Easily identify stages where enquiries take the longest time and prioritize process improvements.

Practical Use Cases

Bottleneck Detection

Identify stages where enquiries are delayed and take corrective actions, such as streamlining follow-up processes.

Performance Tracking

Compare the average time across pipelines to determine which workflows are most efficient.

Optimization

Use the time data to set performance benchmarks for team members and ensure consistent improvement.

Best Practices

Review Regularly:

Monitor the Average Time Per Stage weekly to ensure workflows remain efficient.

Collaborate on Findings:

Share insights with your team to align on performance goals and eliminate bottlenecks.

Utilize Custom Views:

Save frequently used filter combinations for quick access in future reporting sessions.

FAQs

What does the Average Time Per Stage Report show?

It displays the average amount of time enquiries spend in each stage of a selected pipeline within a chosen timeframe.

Can I choose the time unit displayed in the report?

Yes, you can choose between Days, Hours, or Minutes to display the average time spent in each stage depending on the level of detail needed.

Why is a stage showing unusually high average time?

This often indicates a bottleneck or delay in that stage. It may require investigation into follow-up delays, unassigned leads, or team response time.

Can I compare multiple pipelines at once?

No, you can view one pipeline at a time. To compare performance, switch between pipelines using the filter and analyze them individually.

Is this data updated in real time?

Yes, the report reflects up-to-date data based on enquiry movement and stage completion as it happens.

Can I export this report?

While the visual chart itself may not be exportable, the data behind the report can typically be exported as part of broader reporting functions (e.g., in CSV/Excel formats).

Why don’t I see any data in my report?

Make sure you've selected the correct pipeline and a period where activity has occurred. Also confirm that you have access to the selected pipeline.

Does the report show time spent in inactive or paused stages?

Yes, it calculates the full time an enquiry remains in a stage, regardless of internal pauses or reassignment.

Can this report help with team performance evaluation?

Absolutely. By identifying which stages take the most time, you can correlate delays with team actions and allocate resources more effectively.

Who can access the Average Time Per Stage Report?

Only Admins, Managers, and users with permission to access reports can view this module. Restricted users cannot see it.