Business

Visualize Deal Velocity Across Quarters

Upload CRM export data containing lead open and close dates to calculate the average deal velocity (days from lead to close) per quarter. Visualize the velocity trend in a chart and summarize whether deal velocity is increasing, decreasing, or stable over time.

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 the 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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