Velocity
April 26, 2026 4:21 AM·2 min read
JE
The Velocity page focuses on tempo — how quickly your area roster is moving deals through the pipeline, and how that's trending.
Date filter
A date-range picker next to the page title scopes everything to 30 days, 90 days, 1 year, a specific year, or All time (default).
Four KPI tiles
- Current Velocity — average transactions per month across the period.
- Momentum — the percentage change between the last 3 months and the prior 3 months. Teal up arrow if positive, red down arrow if negative.
- Peak Month — the most transactions closed in any single month, plus which month it was.
- Total Closed — all-time transaction count.
Transaction Volume chart & companion cards
The middle row splits 8/4:
- Transaction Volume (left, larger) — a multi-colour gradient area chart of monthly transaction count, with a month-over-month change badge in the corner.
- Velocity Trend (right, top) — two horizontal bars comparing the recent 3-month average against the prior 3-month average.
- Month Extremes (right, bottom) — the best month and the slowest month side-by-side, each with their transaction count and month label.
Agent Velocity rankings
At the bottom, a card titled Agent Velocity shows the top ten agents by transactions per month, each as a small tile with:
- A rank — gold/silver/bronze rosette icons for the top three, plain numerals after.
- The agent's name.
- A coloured horizontal bar relative to the top performer.
- Their per-month velocity and total transaction count.
Click any tile to open that agent's profile.