New Deals
The number of deals created in your pipeline during a specific time period
Template created by
Deal Pipeline
See your entire sales pipeline at a glance — deals, stages, velocity, and projected revenue.
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X-ray vision for your deals
Sure, your CRM tracks deals. But do you actually know what’s happening in your pipeline?
Managing your deals shouldn’t mean juggling spreadsheets or digging through your CRM. SegMetrics’ Deal Pipeline Dashboard shows which deals are moving, which are stuck, and where the big opportunities in your pipeline are hiding.
Perfect for sales teams using tools like HighLevel, Pipedrive, Close.io, or Salesforce, this dashboard tracks metrics that even your CRM might miss, like average days to close. Whether you’re managing your own pipeline or managing a team, this is deal flow visibility made simple.
Less guessing, 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 Deal Pipeline Dashboard Template
Why this Dashboard
Why use the Deal Pipeline Dashboard?
If you’re managing sales through deals — whether that’s a handful of high-value opportunities or hundreds of active prospects — you need more than a CRM list view. You need to see how all of the deals are flowing through all of the stages. You need to keep your finger on the pulse of what is and isn’t working in your pipeline.
Who it's for
This dashboard is perfect for:
- Salespeople that want an accurate and easy way to track their deal flow
- Sales managers who need to see their wins, losses and deal progress at a glance – no spreadsheets required
- Teams that want to uncover what matters in your deal flow
- Managers that want to track team performance and win rates
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 Deal Pipeline Dashboard Template requires a CRM integration that tracks deals. Supported platforms include GoHighLevel, Pipedrive, Close.io, Attio, Salesforce and more. See our full list of integrations.
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