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Pipedrive Sales Velocity

Create an insightboard to give you a closer look at the Sales Velocity of your Pipedrive deals

Boyan Barnev avatar
Written by Boyan Barnev
Updated over a week ago

Overview

The Quantive Marketplace has predefined insights that can help you review the progress of OKRs at the end of the period.

These insights use Pipedrive as a data source and can be used as well in powering your key results to update automatically to create dynamic key results.

For more detailed instructions on installing insights from the marketplace click here.


Sales Velocity

This insight measures how quickly deals move through your pipeline and generate revenue. It uses the calculation Win rate * Average Amount * Number of open Deals / Average Days to Close deals for the last 120 days.

This insight can be used to create dynamic key results.


Deals win ratio

This insight calculates the ratio between won vs all closed deals for a selected time period.

This insight can be filtered by date and used to create dynamic key results.


Average won deal size

This insight calculates the average size of all of your won deals in Pipedrive.

This insight can be used to create dynamic key results.


Number of Open Deals

This insight indicates the number of open deals which close date is expected to be in the current quarter.

This insight is filterable by date and can be used to create dynamic key results.


Deals lifetime

This insight calculates the average number of days from the day a deal is open until it was either closed won or lost. It is measured for deals with a closed date within the selected time period

This insight is filterable by date and can be used to create dynamic key results.


Insightboard at a glance

Below is how this insightboard can look like if you decided to use the above insights to track the sales velocity of your Pipedrive deals.

For more information on insightboards click here.


More Pipedrive insightboards

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