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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-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.

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.

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