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How to use sales cycle and velocity reports?

Modified on: Fri, 12 Jan, 2018 at 12:17 PM


Applicable plans
Sprout Blossom Garden Estate Forest


Sales cycle and velocity reports help sales managers identify bottlenecks in the sales process. With this insight, they can guide their sales team to not only close more deals but also do it faster

 

We have four default reports to help you analyse your team’s performance and try and drill down to the exact reasons of a performance dip.

 

Let’s look at how each of these default reports would help!

 

  1. Sales cycle report:

 

This report provides insights on:

  • The number of deals won by each sales rep in a given timeframe.

  • The average time each sales rep takes to successfully close a deal.

You can either edit this report to suit your business flow or create one from scratch.

 

To use this report, 

  1. Login to Freshsales. Go to Reports > Deals 

  2. Click Sales Cycle Reports from the list of default reports. 

  3. Two sections appear:

            - Listing all the filter conditions and metrics of the report


 

            - The next section showing your team’s sales cycle data in a tabular format.  



  1. You can use this report, or click Edit report option to change the metrics and filters to suit your sales flow.

  2. To know more on what each field in the edit report window means, click here.

 

For ex, say Lisdon and Terry are two sales reps working for the same region. With this report you can see that despite both closing the same number of deals in this month, Terry closes a deal much quicker on an average(1 day) than Lisdon(3 days). This insight is of great help in a monthly sales huddle to guide a few to ramp up and close quicker and eventually more deals too.

 

2. Sales velocity report:

 

Sales Velocity reports help you figure out finer details like,

  • The average number of days a deal remained in a stage

(Say for ex, you find a certain deal in the 'follow-up' stage for a long time. You can now suggest a work around to the concerned sales rep on how best to follow up deals with this report)

You can either edit this report to suit your business flow or create one from scratch.

           

To use this report, 

  1. Login to Freshsales. Go to Reports > Deals 

  2. Click Sales Velocity Reports from the list of default reports. 

  3. Three sections appear:

             - Listing all the filter conditions and metrics of the report


             - Then a chart, visually representing the tabular data.  



 - The next section showing your team’s sales cycle data in a tabular format.



  1. You can use this report, or click Edit report option to change the metrics and filters to suit your sales flow.

  2. To know more on what each field in the edit report window means, click here.

      

 3. Lost Deals - Velocity report

 

Lost Deals: Velocity reports is of great help to spot the actual reason as to why deals are lost. You can identify,

  • The stage in which a rep’s lost deal was stuck for the longest period

  • The number of lost deals per sales rep in a given timeframe

You can either edit this report to suit your business flow or create one from scratch.

           

To use this report, 

  1. Login to Freshsales. Go to Reports > Deals 

  2. Click Lost Deals - Velocity report from the list of default reports. 

  3. Three sections appear:

            - Listing all the filter conditions and metrics of the report.

 

 

            - The next section showing your team’s sales cycle data in a tabular format. 

 

 

            - A chart, visually representing the tabular data.  

 


  1. You can use this report, or click Edit report option to change the metrics and filters to suit your sales flow.

  2. To know more on what each field in the edit report window means, click here.

 

4. Lead Velocity report:

 

Lead velocity report helps you keep track the conversion rate per month. 

You can identify,

  • The average number of days spent by a lead in each stage before getting converted into a contact.

  • The number of lead conversions by each rep in a given timeframe.

You can either edit this report to suit your business flow or create one from scratch.

           

To use this report, 

  1. Login to Freshsales . Go to Reports > Leads and Converted Leads

  2. Click Lead Velocity report from the list of default reports. 

  3. Three sections appear:

            - Listing all the filter conditions and metrics of the report.


     

 

            - A chart, visually representing the tabular data.  

 

     


            - The next section showing your team’s sales cycle data in a tabular format. 


   


  1. You can use this report, or click Edit report option to change the metrics and filters to suit your sales flow.

       5. To know more on what each field in the edit report window means, click here.




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How to use sales cycle and velocity reports?

Modified on: Fri, 12 Jan, 2018 at 12:17 PM


Applicable plans
Sprout Blossom Garden Estate Forest


Sales cycle and velocity reports help sales managers identify bottlenecks in the sales process. With this insight, they can guide their sales team to not only close more deals but also do it faster

 

We have four default reports to help you analyse your team’s performance and try and drill down to the exact reasons of a performance dip.

 

Let’s look at how each of these default reports would help!

 

  1. Sales cycle report:

 

This report provides insights on:

  • The number of deals won by each sales rep in a given timeframe.

  • The average time each sales rep takes to successfully close a deal.

You can either edit this report to suit your business flow or create one from scratch.

 

To use this report, 

  1. Login to Freshsales. Go to Reports > Deals 

  2. Click Sales Cycle Reports from the list of default reports. 

  3. Two sections appear:

            - Listing all the filter conditions and metrics of the report


 

            - The next section showing your team’s sales cycle data in a tabular format.  



  1. You can use this report, or click Edit report option to change the metrics and filters to suit your sales flow.

  2. To know more on what each field in the edit report window means, click here.

 

For ex, say Lisdon and Terry are two sales reps working for the same region. With this report you can see that despite both closing the same number of deals in this month, Terry closes a deal much quicker on an average(1 day) than Lisdon(3 days). This insight is of great help in a monthly sales huddle to guide a few to ramp up and close quicker and eventually more deals too.

 

2. Sales velocity report:

 

Sales Velocity reports help you figure out finer details like,

  • The average number of days a deal remained in a stage

(Say for ex, you find a certain deal in the 'follow-up' stage for a long time. You can now suggest a work around to the concerned sales rep on how best to follow up deals with this report)

You can either edit this report to suit your business flow or create one from scratch.

           

To use this report, 

  1. Login to Freshsales. Go to Reports > Deals 

  2. Click Sales Velocity Reports from the list of default reports. 

  3. Three sections appear:

             - Listing all the filter conditions and metrics of the report


             - Then a chart, visually representing the tabular data.  



 - The next section showing your team’s sales cycle data in a tabular format.



  1. You can use this report, or click Edit report option to change the metrics and filters to suit your sales flow.

  2. To know more on what each field in the edit report window means, click here.

      

 3. Lost Deals - Velocity report

 

Lost Deals: Velocity reports is of great help to spot the actual reason as to why deals are lost. You can identify,

  • The stage in which a rep’s lost deal was stuck for the longest period

  • The number of lost deals per sales rep in a given timeframe

You can either edit this report to suit your business flow or create one from scratch.

           

To use this report, 

  1. Login to Freshsales. Go to Reports > Deals 

  2. Click Lost Deals - Velocity report from the list of default reports. 

  3. Three sections appear:

            - Listing all the filter conditions and metrics of the report.

 

 

            - The next section showing your team’s sales cycle data in a tabular format. 

 

 

            - A chart, visually representing the tabular data.  

 


  1. You can use this report, or click Edit report option to change the metrics and filters to suit your sales flow.

  2. To know more on what each field in the edit report window means, click here.

 

4. Lead Velocity report:

 

Lead velocity report helps you keep track the conversion rate per month. 

You can identify,

  • The average number of days spent by a lead in each stage before getting converted into a contact.

  • The number of lead conversions by each rep in a given timeframe.

You can either edit this report to suit your business flow or create one from scratch.

           

To use this report, 

  1. Login to Freshsales . Go to Reports > Leads and Converted Leads

  2. Click Lead Velocity report from the list of default reports. 

  3. Three sections appear:

            - Listing all the filter conditions and metrics of the report.


     

 

            - A chart, visually representing the tabular data.  

 

     


            - The next section showing your team’s sales cycle data in a tabular format. 


   


  1. You can use this report, or click Edit report option to change the metrics and filters to suit your sales flow.

       5. To know more on what each field in the edit report window means, click here.




Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial