How can I find the average sales cycle for my team?
Right now you cannot find the average sales cycle for your team within the app. However, you can find this data using an integration with Zapier.com. Here’s a step-by-step guide to setting up a Zap that will push data on creation and close dates from Close.io into a Google Sheets workbook.
What you’ll need:
- A Close.io account and your API key
- A Zapier account that allows multi-step zaps
- A Google Sheets account and spreadsheet already created where you want the data to go
How this integration works
- Dates of lead creation and status change from Close.io are pushed into a Google Sheet
- The amount of days between statuses is auto-calculated
- You can then average the days to see what the average sales cycle time is for your leads
Pro-tip: this zap can be setup for both Lead and Opportunity Status Changes
- Creating your Google Sheet. If you aren’t familiar with Google Sheets, you can find some instructions on how to create a sheet here.
- Add the following column headers to your sheet:
New Status Name
Old Status Name
Date of Status Change
# of days since creation
# of days since last status change
Or see a sample template here.
Once your Google Sheet is created, it's time to setup your Zap.
Setting up Your ZapTo start setting up your Zap, Log into your Zapier account and choose the orange “Make A Zap!” button.
Step 1: Trigger on New Lead Status Change in Close.ioChoose Close.io as the application.
For the trigger step, choose “New Lead Status Change.”
If you haven’t already, connect your Close.io account by entering your Close.io API key as requested. (You can find your API Key by logging into Close.io and navigating to Settings > API Keys)
Leave the Old Status ID and New Status ID fields blank, if you want the Zap to trigger on every Status Change.
Pro-tip: You can also make the Zap only trigger on specific status changes using the filters in the trigger step.
Step 2: Use Create New Spreadsheet Row(s) in Google Sheets to add a spreadsheet row for each new Lead Status ChangeChoose Google sheets as the application.
For the action step, choose “Create Spreadsheet Row”.
Under Edit Template, select the name of your Google Sheet and Worksheet where you will be storing the data.
Once selected, the columns from your Google Sheet will appear. Map the fields from Close.io to your columns in Google Sheets.
Click Continue, then Send Test to Google Sheets.
You will see a row of test data populate in your Google Sheet document.
Look good? Click Finish and turn it on! You are all set.
Now that you understand how long your average sales cycle is, you can take steps to shorten it. For more advice on speeding up the sales cycle, check out the Close.io blog post here.