Sales velocity is the measurement of how quickly deals move through the phases in your sales pipeline until they can be invoiced

Phase lengths (i.e: leads, contact made, proposal sent, etc) depends on your particular business model/industry.

When a 'deal/opportunity' takes too long to move to the next sales phase the user is prompted to take action via a traffic light colour coding system.

Tiles change from blue to orange and then to red based on the thresholds specified in each sales phase

Click on the settings menu > phases

Enter the number of days within each phase days to reach the orange threshold and red threshold

Colour coding within your sales pipeline:

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