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How to Use Deal Aging Fields

Use deal aging fields to identify stalled deals, measure sales cycles, and automate pipeline health checks in reports and automations.

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Deal aging fields help you identify neglected deals, measure sales cycle length, and maintain pipeline health.

These are "rot indicator" fields that show:

  • Days in Current Stage: how long a deal has been in its current stage

  • Deal Age: total lifetime of the deal from creation to closure (or today if still open)

  • Days Since Last Activity: time elapsed since the last activity was logged

You can add these fields in CRM > Deals (both board and table layouts) or in Deal reports, where they're available for filtering, sorting, and grouping. They can be used in automations to trigger alerts when deals get stuck.

Deal aging fields in a report

Days in Current Stage

This field shows how many calendar days a deal has spent in its current stage.

The calculation applies to both open and closed deals. For Won or Lost deals, it shows how long the deal has remained in that final stage.

To use this field:

  1. Open a Deal report

  2. Click Add column and select Days in Current Stage

  3. Apply filters or sort to identify deals

πŸ“Œ If you move a deal to a different stage or reopen it, the count resets based on the new stage entry date.

Example use case:

Filter deals where Days in current stage > 7 and Stage = Proposal sent to find deals that have been stuck for more than a week without progress.

Deal Age

This field tracks the total lifetime of a deal from creation to closure.

For open deals, it calculates the number of days since Date created until today.

For closed deals (Won or Lost), it calculates the time from Date created until Date closed.

To use this field:

  1. Open a Deal report

  2. Click Add column and select Deal Age (Days)

  3. Group by Stage or Owner to compare cycle length across your pipeline

πŸ“Œ Once a deal is closed, this value stops increasing. If you reopen the deal, the calculation resumes.

Example use case:

Group deals by Stage or Owner and sort by Deal Age (Days) to see which deals have been open the longest and identify patterns in your sales cycle.

Days Since Last Activity

This field shows how many days have passed since the last activity was logged on a deal.

The calculation continues even after a deal is closed. If you log a new activity, the count resets.

To use this field:

  1. Open a Deal report

  2. Click Add column and select Days Since Last Activity

  3. Filter by Days Since Last Activity > 30 to find inactive deals

Example use case:

Set up an automation that triggers a Slack notification when Days Since Last Activity > 7 to remind your team to follow up.

Using Aging Fields in Automations

You can use all three aging fields to trigger automations based on time-based conditions.

Example 1: Daily Slack reminder for inactive deals:

  • Trigger: Every day at 9:00 AM

  • Condition: Days Since Last Activity > 5

  • Action: Send a Slack notification to the deal owner

This reminds your team to follow up on deals that haven't been updated recently.

Example 2: Alert for deals in a certain stage with no movement:

  • Trigger: Daily check

  • Condition: Days in Current Stage > 10 and Stage = Negotiation

  • Action: Send a Slack message to the team and the deal owner

This ensures that high-probability leads with scheduled timelines don't get neglected.

Example 3: Monthly pipeline hygiene check:

  • Trigger: 1st of every month

  • Condition: Days Since Last Activity > 30 and Stage = New Opportunity

  • Action: Send a reminder to update deal status or log activity

This helps keep your pipeline clean by flagging stale deals that need attention.


πŸ‘‰ Learn how to create automations in Productive

Scheduling Deal Aging Reports with Pulse

You can set up a Pulse to automatically send deal aging reports on a recurring schedule.

This is useful for tracking pipeline health without manual checking. Your team receives the report weekly or monthly with pre-set filters.

Example Pulse setup:

  1. Create a Deal report with Days in Current Stage added as a column

  2. Filter for Days in Current Stage > 14

  3. Click the Bell πŸ”” icon in the upper right corner

  4. Set the frequency (e.g., weekly, every Monday at 9 AM)

  5. Enable Don't Send Pulse if there's no data to avoid empty notifications

  6. Add recipients or select a Slack channel

πŸ‘‰ Learn more about using Pulse to automate your reports.

How Aging is Calculated

All aging fields use date-level calculations, meaning the time of day is ignored.

  • Days in Current Stage uses Stage updated at and continues increasing even after a deal moves to Won or Lost

  • Deal Age (Days) stops increasing once a deal is closed; if reopened, it resumes from the original Date created

  • Days Since Last Activity uses Last activity and resets whenever a new activity is logged, regardless of whether the deal is closed

πŸ“Œ All calculations follow the same timezone as your underlying date fields to ensure consistency across reports.

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