> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales efficiency widget

> Track pipeline velocity, conversion rates, and time-to-close with the sales efficiency dashboard widget in HoopAI.

The sales efficiency widget provides a consolidated view of how quickly and effectively your team moves deals through the pipeline. It combines multiple performance metrics into a single dashboard widget so you can identify bottlenecks and coach your team with data.

## 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

<Steps>
  <Step title="Enter edit mode">
    Navigate to your dashboard and click the **pencil icon** to enter edit mode.
  </Step>

  <Step title="Add the widget">
    Click **Add Widget** and navigate to the **Opportunities** category. Select the sales efficiency widget type.
  </Step>

  <Step title="Configure metrics">
    Choose which metrics to display. Select the pipeline(s) to track and the date range.
  </Step>

  <Step title="Save">
    Click **Save**, then **Save Changes** to finalize.
  </Step>
</Steps>

## 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

<Tip>
  Combine the sales efficiency widget with the agent leaderboard in Agent Reporting for a complete picture of individual and team sales performance.
</Tip>