What it measures
Adding the widget
1
Enter edit mode
Navigate to your dashboard and click the pencil icon to enter edit mode.
2
Add the widget
Click Add Widget and navigate to the Opportunities category. Select the sales efficiency widget type.
3
Configure metrics
Choose which metrics to display. Select the pipeline(s) to track and the date range.
4
Save
Click Save, then Save Changes to finalize.
Configuring the widget
In the Configure tab:- Pipeline — select one or more pipelines to include in the calculation
- Date range — set the period for analysis (last 7 days, 30 days, 90 days, custom)
- Group by — break down metrics by team member, pipeline stage, or source
- Chart type — display as numeric summary, bar chart, or table
Interpreting results
- High velocity + high conversion — your pipeline is healthy and efficient
- High velocity + low conversion — deals are moving fast but not closing — review qualification criteria
- Low velocity + high conversion — deals close when they reach the end, but the pipeline is slow — look for bottlenecks in early stages
- Low velocity + low conversion — both speed and close rate need improvement — review your entire sales process
Team comparison
Use the Group by > Assigned User option to compare efficiency metrics across team members. This helps identify:- Top performers whose methods can be replicated
- Team members who may need coaching on specific pipeline stages
- Workload imbalances that affect performance