Velocity
April 26, 2026 4:21 AM·2 min read
JE
The Velocity page focuses on tempo — how fast your team is moving deals through the pipeline, and how that's trending.
This page is for team leaders only.
Four KPI tiles
- Current Velocity — average transactions per month across the team's history.
- 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-color 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.
Member Velocity rankings
At the bottom, a card titled Member Velocity shows the top ten members 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 member'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 member's profile.