What it measures
| Metric | Description |
|---|---|
| Pipeline velocity | How fast deals move from creation to close |
| Conversion rate | Percentage of opportunities that result in a won deal |
| Time-to-close | Average number of days from opportunity creation to close |
| Total sales value | Aggregate revenue from won deals in the selected period |
| Average deal size | Mean value of closed deals |
Adding the widget
Add the widget
Click Add Widget and navigate to the Opportunities category. Select the sales efficiency widget type.
Configure metrics
Choose which metrics to display. Select the pipeline(s) to track and the date range.
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