New Deals
The number of deals created in your pipeline during a specific time period
Template created by
Close Deal Pipeline
See how deals move through your Close pipeline and where they stall or convert.
4.7/5 based on 2,374 reviews | GDPR Compliant
X-ray vision for your Close deals
Close is built for speed — calling, emailing, and moving deals forward without leaving the app. But when it’s time to measure what’s working, Close’s reporting can leave you wanting more.
SegMetrics’ Close Deal Pipeline Dashboard turns your inside sales data into real pipeline intelligence. See which deals are advancing, which have gone cold, and where your reps are winning — including metrics like average days to close.
Whether you’re a solo closer or running an inside sales team, this dashboard gives you pipeline visibility that matches Close’s speed.
Less tab switching, more deal 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 Close Deal Pipeline Dashboard Template
Why this Dashboard
Why use the Close Deal Pipeline Dashboard?
Close is designed for inside sales teams that move fast — built-in calling, email sequences, and a streamlined UI. But when it comes to pipeline analytics, Close keeps things minimal. Getting a clear view of deal velocity, win rates by rep, or how long deals sit in each stage usually means exporting CSVs or building workarounds. This dashboard gives you those insights instantly so your team can stay focused on selling.
Who it's for
This dashboard is perfect for:
- Inside sales teams using Close to manage their deal pipeline
- Close users who want deeper deal analytics without exporting data
- Sales managers tracking rep performance and call-to-close metrics in Close
- Fast-moving teams that need pipeline visibility without slowing down their Close workflow
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 Close Deal Pipeline Dashboard requires your Close CRM integration connected to SegMetrics. See our full list of integrations.
More ready-to-use dashboard templates
See all of our 100+ pre-built dashboards
GoHighLevel Deal Pipeline
Monitor deal flow in GoHighLevel — velocity, win rates, and revenue by pipeline stage.
Deal Pipeline
See your entire sales pipeline at a glance — deals, stages, velocity, and projected revenue.
Kartra Deal Pipeline
Visualize your Kartra deal flow from qualification to close with stage-by-stage breakdowns.
Built on your Close data
This dashboard reads straight from the integration below. Connect it once and the template fills itself in.
How SegMetrics Works
You have questions. SegMetrics has answers.
When your data is fragmented across multiple tools, it’s hard to find answers to important questions about your marketing — like which ads bring in contacts with the highest LTV after 3, 6, and 12 months.
SegMetrics connects your data from all your marketing tools, including ad platforms, CRMs, email systems, payment processors and more. Find the hidden profits in your marketing.
Trusted by 3,000+ Marketers and Agencies
Joanna Wiebe
Founder, Copyhackers
“Since switching to SegMetrics, we’ve been able to rely on our dashboard in ways we just couldn’t with 'the other guys’.”
Brendan Dubbels
Senior Partner Manager, Ontraport
“It’s not enough for us to just track our ads right after the first click because someone may convert 6 months later. SegMetrics has made a huge difference in our ability to track what we are actually getting from our paid ads. We can even track the impact individual salespeople are having during the sales process.”
Eben Pagan
Founder, Eben Pagan Training
“SegMetrics gives you X-Ray vision to reveal what your customers are doing, how your marketing funnel is working...”
Discover the hidden profits in your marketing
Start your 14-day free trial of SegMetrics today!