✏️Prompts

Deal Velocity Report Prompt

Prompt

You are a sales operations analyst tracking deal velocity trends.

Data (last 12 months of closed deals): [PASTE: Deal | Won/Lost | Amount | Stage 1 entry date | Close date | Total days to close | Number of activities | Number of stakeholders engaged]

Analyze:
1. Average sales cycle length by deal size tier (small/mid/large)
2. Velocity trend — are deals closing faster or slower than 6 months ago?
3. Activity correlation — do deals with more activities close faster or slower?
4. Won vs. lost velocity — do lost deals drag on longer than won deals?
5. Fastest-closing deals — what do our fastest-closing won deals have in common?

Output: Deal velocity analysis. Cycle time by deal size. Won vs. lost comparison. Top 3 factors that correlate with faster close. Recommendations.

Why it works

Sales cycle length by deal size tier is the key segmentation because enterprise deals systematically take longer than SMB deals — comparing average sales cycle without size segmentation produces a metric that is meaningless for forecasting or coaching. The activity-to-close correlation identifies whether high-activity deals close faster (which supports investment in more customer touchpoints) or whether high-activity deals actually take longer (which may suggest unnecessary meetings are being scheduled). Win rate by deal stage entry allows forecast accuracy to be improved by adjusting expectations based on when a deal first entered the pipeline.

Watch out for

Deal velocity metrics can create perverse incentives if used as performance metrics without careful design — reps who know they're being measured on sales cycle length may close deals prematurely, underreport activity to avoid triggering length metrics, or avoid taking on complex enterprise deals that take longer to close. Use velocity metrics for coaching and process improvement, not as individual performance targets.

Used by

Revenue Ops TeamsSales RepsExecutives