Business

Visualize Deal Velocity Across Quarters

Upload CRM export data containing lead open and close dates to calculate the average deal velocity per quarter (number of days from lead creation to deal closure). Visualize the trend in deal velocity across quarters with a simple chart, and provide a summary explaining whether t

4 steps 1 variables English

Prompt template

Run these steps in order.

Upload CRM export data containing lead open and close dates as Upload with open/close dates.

Calculate the average deal velocity for each quarter by computing the number of days between lead creation and deal closure.

Create a simple chart to visualize the trend in deal velocity across quarters.

Summarize the observed trendline, noting any increases, decreases, or stability in deal velocity over time.

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