Set up a Time in stage report

Analyze how long records spend in each stage with Time in stage reports.

Table of Contents

This article explains how to set up a Time in stage report, which shows how long records spend in each stage of a pipeline over time. Use it to identify bottlenecks, delays, and stages where records stay too long.

For an overview of all report types and when to use each one, see Create reports.

Create a Time in stage report

Pipeline reports

See Attio Academy for a video walkthrough of Funnel, Time in stage, and Stage changed reports.

Note: Time in stage reports are available on Pro and Enterprise plans.

Follow these steps to set up a Time in stage report:

  1. Click Reports in the sidebar, then create or open a dashboard.

  2. Click + Add report and choose Time in stage.

  3. Data source: Select an object or list.

  4. Status attribute:

    • Choose a status attribute whose stages define your pipeline.

    • Included stages: Select which stages to include in the report.

    • Aggregation: Choose whether to display the Max, Average, or Min time that records spent in each included stage.

  5. Grouped by: Optionally select an attribute to break down the data (e.g. Owner, Date, Category).

    • When grouped, bars in the chart will be color-coded and a key will appear above the chart.

    • Stack bars: Display bars stacked vertically or side by side on bar charts.

  6. Filters: Optionally add filters to narrow the records included.

  7. Visualization options:

    • Time in stage reports are always bar charts.

    • Show axis labels: Toggle attribute names on or off.

    • Target: Add a goal line across the chart.

    • Sorted by: Change the sort order of the x-axis. By default values are sorted numerically; you can instead sort by amount or time duration.

Next steps

Changes you make to a report are not visible to other team members until the report is saved. For details on saving, viewing, and filtering reports, see Create reports.