New Deals
The number of deals created in your pipeline during a specific time period
Template created by
Attio Deal Pipeline
Get instant clarity on your Attio pipeline — deal progression, conversion rates, and projected revenue.
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X-ray vision for your Attio deals
Attio brings a modern, flexible approach to CRM — relationship intelligence, custom objects, and a data model shaped to fit your business. But for deal pipeline reporting, even Attio’s sleek interface has its limits.
SegMetrics’ Attio Deal Pipeline Dashboard turns your deal data into the metrics that actually drive revenue. See which deals are progressing, which are stalling, and where your best opportunities are — without building custom views or exporting to spreadsheets.
Whether you’re running a startup sales process or scaling a go-to-market team, this dashboard gives you instant pipeline clarity on top of Attio.
Less configuring, more closing.
What's Included
The KPIs you get access to with this dashboard…
Open Deals
Deals currently in progress that have not yet been marked as won or lost
Amount Won
The total revenue from deals successfully closed during a selected time period
Amount Lost
The total value of deals that did not close successfully during a selected time period
Deal Status Breakdown
A percentage overview of deals categorized by deal stage
Sales Leaderboard
A ranking of sales reps by performance metrics like revenue, win rate, and deals closed
Days to Close
The average number of days from deal creation to closed-won or closed-lost
Average Deal Age
The average time a deal has been open in your pipeline, measured from creation date
Deep Dive
Inside the Attio Deal Pipeline Dashboard Template
Why this Dashboard
Why use the Attio Deal Pipeline Dashboard?
Attio gives you a modern, flexible CRM with relationship intelligence and a data model you can customize however you want. But that flexibility comes at a cost — building deal pipeline reports from scratch in Attio means configuring views, filtering objects, and still not getting metrics like average days to close or win rates by rep. This dashboard gives you those pipeline analytics instantly, so you can spend less time configuring and more time selling.
Who it's for
This dashboard is perfect for:
- Sales teams using Attio’s modern CRM to manage their deal pipeline
- Attio users who want pipeline analytics without building custom views and filters
- Startup and scale-up teams tracking deal flow in Attio’s flexible data model
- Revenue leaders who need deal velocity and rep performance metrics from their Attio data
What you can do
What can you do with this info?
See your deal flow at a glance: new deals, open deals, closed-won, and closed-lost. Track how long deals stay open and how quickly they move from one stage to the next. Identify your top performers with sales leaderboards, and spot underperformers before small problems become big ones.
In short, get the data you need to start making data-driven decisions about your deal pipeline.
How Often
How often should you use it?
We recommend you check your Deal Pipeline Dashboard weekly to monitor your pipeline health. Use the leaderboard to motivate and coach your team. Watch your average days to close. If that number creeps up, it’s a sign deals are stalling and need attention.
Integrations needed
What integrations do you need to use this dashboard?
The Attio Deal Pipeline Dashboard requires your Attio CRM integration connected to SegMetrics. See our full list of integrations.
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Built on your Attio data
This dashboard reads straight from the integration below. Connect it once and the template fills itself in.
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