New Deals
The number of deals created in your pipeline during a specific time period
Template created by
Kartra Deal Pipeline
Visualize your Kartra deal flow from qualification to close with stage-by-stage breakdowns.
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X-ray vision for your Kartra deals
Kartra bundles pages, funnels, email, memberships, and a built-in CRM — but when you need to analyze your pipeline, Kartra’s reporting doesn’t give you much to work with.
SegMetrics’ Kartra Deal Pipeline Dashboard pulls your deal data into a clear, purpose-built pipeline view. See which deals are advancing, which are stuck, and where your biggest opportunities are hiding — without the limitations of Kartra’s native analytics.
Whether you’re a course creator with a high-touch sales process or a small business closing deals through Kartra, this dashboard gives you the pipeline visibility Kartra doesn’t offer.
Less digging, 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 Kartra Deal Pipeline Dashboard Template
Why this Dashboard
Why use the Kartra Deal Pipeline Dashboard?
Kartra is an all-in-one platform with pages, email, memberships, and a built-in CRM — but its deal pipeline analytics are minimal. There’s no easy way to see deal velocity, win rates by rep, or average days to close from inside Kartra. If you’re using Kartra’s deal tracking alongside its funnels and automations, you deserve to see how your pipeline is actually performing. This dashboard gives you that visibility without leaving the SegMetrics ecosystem.
Who it's for
This dashboard is perfect for:
- Business owners using Kartra’s built-in CRM and deal tracking features
- Kartra users who want real pipeline analytics beyond what the platform offers natively
- Course creators and coaches with high-touch sales processes managed in Kartra
- Teams using Kartra’s all-in-one platform that need clearer deal flow visibility
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 Kartra Deal Pipeline Dashboard requires your Kartra integration connected to SegMetrics. See our full list of integrations.
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Built on your Kartra data
This dashboard reads straight from the integration below. Connect it once and the template fills itself in.
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