topic Betreff: Deal Velocity in Dashboards & Reporting

Deal Velocity

HSalah — Wed, 04 Jun 2025 09:25:28 GMT

I want to create a Deal Velocity Report with these metrics:

avg time in each sales stage, win rate by stage, overdue deals by rep per stage
# of deals in each stage

I cannot figure it out ?

Are all the fields availabe ? I cannot find average time,win rate as field. Is there a tip to include them in a report indirectly ? what filters should i do

Betreff: Deal Velocity

franksteiner79 — Wed, 04 Jun 2025 10:48:35 GMT

Hi @HSalah

Right off the bat I would say this has be multiple reports and not one report:

# of deals in each stage: Single object report, filter for pipeline, filter out closed won/lost, I would do it as a KPI or bar chart report, display count of deals and/or amount
overdue deals by rep per stage: what makes a deal overdue, use that as a filter so only these reports show, then add stage and deal owner, bar chart probably makes the most sense
win rate by stage: I would seriously question that metric - but don't know enough about the business you are in. This requires a either custom report, or funnel report which you get with Pro & Ent
avg time in each sales stage: single object deal report, filter by pipeline, add "time in stage - all stages" property, in the visualisation select AVG (see example screenshot) below

Then add all of these onto a dashboard for a combined view.

Frank

Betreff: Deal Velocity

HSalah — Wed, 04 Jun 2025 10:56:47 GMT

Hi @franksteiner79 for the win rate report i might try creating a custom formula field in the custom report builder. Would it be a right path ? Here is the formula :COUNT(IF([Deal Stage] = "Closed Won", 1, NULL)) /
COUNT(IF([Deal Stage] = "Closed Won" OR [Deal Stage] = "Closed Lost", 1, NULL))

Thank you for your help

Betreff: Deal Velocity

franksteiner79 — Wed, 04 Jun 2025 14:52:17 GMT

Hi @HSalah - seems sound, I would just try it and see what it spits out.

I would have the output as percentage, so you would need to multiply all of it by 100, I think.