How to track deal velocity in HelloGrowthCRM
Measure days-in-stage, sales cycle length, and stage conversion rates. Find bottlenecks with HelloGrowthCRM's velocity dashboards.
What this guide helps you do
Follow this article when you want a focused, step-by-step path to complete the task without digging through menus.
Need a broader overview first?
Go back to the Sales Pipeline section to browse more guides, compare related tasks, and choose a better starting point.
View all Sales Pipeline guidesDeal velocity is how fast deals move through your pipeline. HelloGrowthCRM tracks days-in-stage, full-cycle time, and stage-to-stage conversion rates.
How to use this guide
Read the intro to confirm this is the right workflow, complete the steps in order, then review the common issues and related articles if your setup behaves differently from the standard path.
What you'll need
- •Pipeline with stages configured
- •At least 30 days of stage history
- •Owner, Admin, or Manager role
- •About 8 minutes for first review
- 1
Open Reports → Deal Velocity
Sidebar → Reports → Deal Velocity.
- 2
Read the hero metric
Top card: Average sales cycle: 47 days. Comparison to prior 90 days.
- 3
Inspect days-in-stage
Bar chart: average days per stage. Biggest bar = bottleneck.
- 4
Click the bottleneck stage
Drill into stuck deals (longer than median).
- 5
View stage conversion rates
Funnel chart: % progressing each stage to next.
- 6
Filter by rep
Personal velocity vs team avg. Slow reps need coaching; fast reps share what works.
- 7
Compare deal sizes
Split velocity by size band. Bigger deals usually slower.
- 8
Set velocity alerts
Alert when deal exceeds median time-in-stage by 50%.
- 9
Export for QBR
CSV/PDF export. Slot into QBR slides.
Frequently asked questions
Difference between sales cycle length and deal velocity?▾
Sales cycle = absolute time. Velocity in some methodologies = (deals × avg size × win rate) / cycle days.
Does velocity include closed-lost?▾
Default Closed Won only. Toggle Include lost.
How is days in stage calculated for current deals?▾
Days since deal entered current stage. Resets if deal moves out and back in.
Can I track velocity for a specific lead source?▾
Yes — filter by source. Different sources often have different velocities.
How do I identify reps with slow velocity?▾
By rep view → sort by Avg Cycle Length descending.
Does velocity affect commission?▾
Not directly. Most teams reward fast cycles by paying sooner.
Related articles
See it in product
Try it yourself
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Still need help?
If this article does not match your account setup, rollout stage, or edge case, review more guides in Sales Pipeline or contact our team for direct help.
Harnish leads engineering at HelloGrowthCRM. He focuses on CRM architecture, AI agents, and integrations across calling, messaging, and revenue systems.
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