New Deals
The number of deals created in your pipeline during a specific time period
Template created by
GoHighLevel Deal Pipeline
Monitor deal flow in GoHighLevel — velocity, win rates, and revenue by pipeline stage.
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X-ray vision for your GoHighLevel deals
GoHighLevel packs CRM, funnels, marketing automation, and more into one white-label platform. But when it comes to deal pipeline reporting, HighLevel’s native analytics barely scratch the surface.
SegMetrics’ GoHighLevel Deal Pipeline Dashboard gives agencies and sales teams the visibility that HighLevel’s Opportunities view doesn’t. See which deals are progressing, which are stuck, and where the real revenue opportunities are — without piecing data together from multiple sub-accounts.
Whether you’re managing your own deals or running pipelines across client accounts, this dashboard turns your HighLevel opportunity data into clear, actionable intelligence.
Less guessing across sub-accounts, more pipeline clarity.
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 GoHighLevel Deal Pipeline Dashboard Template
Why this Dashboard
Why use the GoHighLevel Deal Pipeline Dashboard?
GoHighLevel gives agencies an all-in-one platform with CRM, funnels, and marketing automation — but its Opportunities pipeline reporting is basic. There’s no easy way to see deal velocity, win rates by rep, or average days to close without digging through data manually. For agencies managing multiple client sub-accounts, getting a unified pipeline view is even harder. This dashboard gives you those insights instantly, so you can focus on closing deals instead of exporting spreadsheets.
Who it's for
This dashboard is perfect for:
- Agencies using GoHighLevel to manage deal pipelines for themselves or clients
- HighLevel users who want pipeline analytics beyond the native Opportunities view
- Sales teams tracking deal flow across GoHighLevel’s CRM and automation tools
- Agency owners who need clear deal visibility without jumping between sub-accounts
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 GoHighLevel Deal Pipeline Dashboard requires your GoHighLevel CRM integration connected to SegMetrics. See our full list of integrations.
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Built on your HighLevel data
This dashboard reads straight from the integration below. Connect it once and the template fills itself in.
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