Sales velocity is the measurement of how quickly deals move through your pipeline and generate revenue

A traffic light colour coding system prompts users to take action when a deal or lead is taking too long to move to the next phase.

The length of each sales phase (i.e: leads, contact made, etc) is based on your own business requirements.

Blue: All is well, this company/opportunity is progressing through your pipeline within the expected timeframe


Orange: This company/opportunity is taking slightly longer than expected to move to the next Phase in your Pipeline


Red: This company/opportunity is taking longer than expected to move through your pipeline

Activity symbols also prompt action if they are overdue or nothing has been planned to win the business

Set Phase Days

Click on the settings menu > phases

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