Sales Velocity Board
Sales Velocity Board by Rep and Segment. Work out sales velocity from your real deals: open deals times win rate times average deal size divided by cycle days, by segment and rep.
Sales Velocity Board is a Taskade app kit built from one prompt: 4 projects that remember, 1 AI agent that thinks, and 2 automations that run on their own.
Category: CRMs
This Taskade Genesis app includes 4 projects, 1 AI agent, 2 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Velocity Helper. Its automations include Receive deals from your CRM and Monday velocity digest.
by @taskade
What you can do with Sales Velocity Board
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Sales Velocity Board works
- Receive deals from your CRM: Add or update the deal and Log the received deal.
- Monday velocity digest: when Every Monday at 8:00 AM, then Read board settings and Find real aging deals.
Built with Taskade Genesis
- Category: CRMs
- AI agents: Velocity Helper
- Automations: Receive deals from your CRM, Monday velocity digest
- Workspace: 4 projects, 1 AI agent, 2 automations