Research

Visualize Deal Velocity Across Quarters

Calculate the average deal velocity per quarter using CRM export data (days from lead to close), display the velocity trend in a chart, and provide a summary of the trend.

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 measuring days from lead creation to deal closure.

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

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

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