New Deals
The number of deals created in your pipeline during a specific time period
Template created by
Keap Deal Pipeline
Track Keap deals from lead to close with clear stage-by-stage performance data.
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X-ray vision for your Keap deals
Keap automates your sales process — follow-ups, payments, and pipeline stages all in one place. But when it’s time to measure deal performance, Keap’s reporting leaves you wanting more.
SegMetrics’ Keap Deal Pipeline Dashboard gives you the visibility Keap’s native tools don’t. See which deals are moving, which are stuck, and where your biggest opportunities are — no manual reports required.
Whether you’re a solopreneur or managing a small sales team, this dashboard turns your Keap data into clear, actionable insights.
Less guesswork, 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 Keap Deal Pipeline Dashboard Template
Why this Dashboard
Why use the Keap Deal Pipeline Dashboard?
Keap combines CRM, automation, and payments into one platform for small businesses — but its deal pipeline reporting is basic at best. If you want to see deal velocity, win rates, or how long deals sit in each stage, you’re usually stuck building workarounds with tags and campaign reports. This dashboard gives you those pipeline insights out of the box, so you can focus on closing instead of configuring.
Who it's for
This dashboard is perfect for:
- Small business owners using Keap to manage their sales pipeline
- Keap users who want real pipeline analytics beyond the default deal board
- Sales teams tracking deal progress alongside Keap’s automation and payment workflows
- Former Infusionsoft users who need clear deal flow visibility without complex campaign reporting
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 Keap Deal Pipeline Dashboard requires your Keap CRM integration connected to SegMetrics. See our full list of integrations.
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Built on your Keap data
This dashboard reads straight from the integration below. Connect it once and the template fills itself in.
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