New Deals
The number of deals created in your pipeline during a specific time period
Template created by
HubSpot Deal Pipeline
Track every HubSpot deal from first contact to close with real-time pipeline visibility.
4.7/5 based on 2,374 reviews | GDPR Compliant
X-ray vision for your HubSpot deals
HubSpot’s free CRM is a great starting point, but its built-in pipeline reports only scratch the surface.
SegMetrics’ HubSpot Deal Pipeline Dashboard gives you the full picture: which deals are advancing through your HubSpot stages, which ones have stalled, and where your highest-value opportunities are sitting. Go beyond HubSpot’s native forecasting tools and standard deal board view to see the metrics that actually move revenue.
Whether you’re on HubSpot’s free tier or a paid Sales Hub plan, this dashboard pulls your deal data into one clean view — no custom reports or Operations Hub upgrades required.
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 HubSpot Deal Pipeline Dashboard Template
Why this Dashboard
Why use the HubSpot Deal Pipeline Dashboard?
HubSpot gives you deal stages and a Kanban board, but turning that into actionable pipeline intelligence usually means building custom reports or upgrading to a higher-tier plan. If you want to see deal velocity, win rates by rep, or average days to close, HubSpot’s native reporting makes you work for it. This dashboard pulls those insights together instantly so you can focus on selling, not spreadsheet wrangling.
Who it's for
This dashboard is perfect for:
- Sales teams using HubSpot CRM to manage their deal pipeline
- HubSpot admins who need clear pipeline visibility without building custom reports
- Managers tracking team performance across HubSpot deal stages
- Companies on HubSpot’s free or Starter tier that want advanced deal analytics
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 HubSpot Deal Pipeline Dashboard requires your HubSpot 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
Keap Deal Pipeline
Track Keap deals from lead to close with clear stage-by-stage performance data.
Salesforce Deal Pipeline
Get a clear read on your Salesforce pipeline — stage progression, win rates, and forecasted revenue.
Attio Deal Pipeline
Get instant clarity on your Attio pipeline — deal progression, conversion rates, and projected revenue.
Built on your HubSpot 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!