Template · Sales and growth · Opening soon
Sales velocity for every rep, from your deals
Work out sales velocity for each rep and the whole team from your HubSpot or Salesforce deals: open deals, win rate, deal size and cycle length, kept current.
You bring
Deals185 rows
RepAmountCreatedClose dateStage
Mammoth does the work
You get
One table6 rows
Each rep's open deals, win rate, deal size, sales cycle and velocity, and the team's.
RepOpen dealsWin rate %Average deal sizeSales cycle (days)Velocity per dayVelocity per month
- Not a spreadsheet to fill inIt is a ready-made workflow in Mammoth. You bring the files, and it does the work.
- Your files, as they areUpload a file or connect a source. Your column names do not have to match.
- Runs again by itselfWhen new data arrives, every step runs again and the result updates.
What you get back
The real result of this template, run on sample data.
Sales velocity: the resultSample data6 rows
| Rep | Open deals | Win rate % | Average deal size | Sales cycle (days) | Velocity per day | Velocity per month |
|---|---|---|---|---|---|---|
| All reps | 33 | 34.9 | 21,830.19 | 45.1 | 5,575 | 167,250.15 |
| Marcus | 8 | 52.2 | 30,550 | 47.4 | 2,689.20 | 80,676.09 |
| Priya | 6 | 23.5 | 22,837.50 | 28 | 1,151.47 | 34,544.12 |
| Wen | 7 | 47.4 | 15,272.22 | 46.6 | 1,087.72 | 32,631.64 |
| Sofia | 6 | 22.6 | 17,357.14 | 29.9 | 787.62 | 23,628.65 |
| Tom | 6 | 30.8 | 26,412.50 | 68.5 | 711.85 | 21,355.42 |
How is sales velocity calculated?
Sales velocity is open deals times win rate times average deal size, divided by the average sales cycle in days. It is the revenue the pipeline is producing per day, and it shows which of the four levers is holding a team back.
How it works
How to use the sales velocity template
- 1Bring your dataConnect a source, or upload a file.
- 2Check the columnsMammoth matches each column the template needs and asks only when it is unsure.
- 3Choose where it goesA table, a sheet, or a dashboard. It rebuilds on every refresh.
See the exact columns and steps ›
What it needs
Deals: rep, amount, created date, close date and stage
Deals
- Rep
- Amount
- Created
- Close dateEmpty on open deals.
- Stage
The steps it runs
- 1Match columns
- 2Velocity by rep
Every step is an ordinary Mammoth step you can open and change.
Sales velocity: questions
Which deals count?
Open deals are every deal not in the won or lost stage. Win rate, deal size and cycle length come from closed deals: won against won plus lost.
Is it the same as pipeline velocity?
Yes. Pipeline velocity, deal velocity and sales velocity are names for the same formula.
Does it update by itself?
Yes. The template becomes an ordinary workflow in Mammoth. When your data refreshes, from a connector, a scheduled pull or a new file, every step runs again and the result table updates.
Can I change the steps?
Every step is an ordinary Mammoth step you can open and edit. Mammoth remembers which steps came from the template, so an update never overwrites your changes.
Do my column names have to match?
No. You point the template at your columns once. Mammoth suggests a match for each one and asks only when it is unsure.
Get early access to this template
Bring your data, check the columns, and the result rebuilds on every refresh.
More sales and growth templates
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