Editions Available: Enterprise Audience: All Users

Pipeline Velocity Dashboard Card

This card is located in Opportunity Dashboard and My Dashboards.

This card allows for multiple copies.

  • Examples:
    • I'm a manager and I would like to see one card for each of my team members.
    • I want to add cards for both this year and last year to compare.

The Pipeline Velocity card enables you to track your opportunity velocity, status by status. Pick any two opportunity statuses from the drop-downs at the top, and the card will display how long, on average, it takes an opportunity to move from the first status to the second status, as well as what percentage of opportunities reach the second status.

Clicking on the gear icon allows you to filter this card based on My Opportunities, All Opportunities, Department, User, Date Added, Expected Close Date, Effective Date, Is Open, Lead Source, Client Company, Category or Business Sector.

Related

For more information on the Dashboards: Understanding Dashboard Cards

Check out the other dashboard cards available for Opportunities: