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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Sales velocity shows how fast deals move through your pipeline, but Salesforce can’t easily calculate this formula across dynamic time periods or automatically update for leaderboard displays.
Here’s how to set up automated sales velocity calculations that refresh in real-time for accurate performance tracking.
Calculate dynamic sales velocity using Coefficient
CoefficientSalesforceSalesforcehandles complex sales velocity calculations thatandreports can’t manage natively. The standard formula is: (Number of Opportunities × Average Deal Value × Win Rate %) ÷ Average Sales Cycle Length.
How to make it work
Step 1. Import Salesforce Opportunity data.
Use the “From Objects & Fields” method to pull Opportunity records with Amount, Stage, CloseDate, and CreatedDate fields. Set up dynamic filters for different time periods like last 30, 60, or 90 days to analyze velocity trends.
Step 2. Create calculated columns for each velocity component.
Build Column A with COUNTIFS for qualified opportunities per rep. Add Column B using AVERAGEIFS for average deal size. Column C calculates win rate (closed won ÷ total closed). Column D uses AVERAGEIFS for average sales cycle length in days.
Step 3. Build the final velocity formula.
Column E combines all metrics: =(A2*B2*C2)/D2 for each rep. The formula auto-fill down feature ensures new data automatically inherits this calculation. Add conditional formatting to highlight top velocity performers.
Step 4. Set up automated refresh and analysis.
Schedule refresh every 4 hours to keep velocity calculations current. Use dynamic filtering to analyze velocity by territory, product, or deal size segments. Create trend charts comparing velocity across multiple time periods.
Track what drives your sales speed
Start measuringAutomated velocity calculations show which reps close deals fastest and identify factors that accelerate or slow your pipeline.sales velocity to optimize your team’s performance.
