I am Really Really Really hoping that you can help me out with this so that I have the ability to trend data over time, establish how long on average a lead stays in each stage or was staying in each stage at a point in time, AND be able look back on that data over time, AND be able to export that data to a CSV file. I know that I can see this data by using [/changelog] but I need the ability to export all of this data to a csv file.
I have created 2 date variables that correlate with each stage change in a pipeline.For example, these custom lead variables are called (Stage 1 - In) and (Stage 1 - Out). Currently, I have my staff manually populating these dates when they progress the leads through a given pipeline stage. I need both the in and out variables as a lead can progress in a non-linear fashion though a given pipeline, (I.e. from Stage 1 to Stage 3, Skipping stage 2). I would like to be able to determine how long each lead stays in a given stage and then trend that data over time.
Again, I do understand that this data can be accessed from an individual lead by typing [/Changelog] at the end of the URL. but I need to be able to export this data in bulk to a .csv for further manipulation. I am hoping that there is a way to have Nutshell automatically generate a timestamp, or at least populate the date for when a lead changes stages. I would like these data points to be stored as "Hidden" variables (see Picture B) so that it also does not take up any screen real estate on the Nutshell Lead page. This would also allow users to add these stage change data points to exportable Nutshell reports. This way I can export any combination of data to a .CSV file to view the data, manipulate it, and trend it as needed in excel. Below is how I view the timestamp data from when a lead changes stages to look when I export it to a .CSV file (Picture A). The headers in gray highlight with white text would be the Nutshell variable fields. Rows 2-4 reflect individual leads, and columns B - I reflect the timestamp (date) variables. If a lead does not have a timestamp variable, it would show up as N/A (Although just an empty cell would be fine.)
Overall, I feel like this would be a relatively easy feature to add since most of this data is already being captured by Nutshell. You would just need to make it exportable! Please help me out!
Picture A: Example Data Exported
Picture B: Fields Not Normally Visible Example
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