Template created by

Ontraport Deal Pipeline

See exactly where deals stand in your Ontraport pipeline and how fast they move to close.

4.7/5 based on 2,374 reviews | GDPR Compliant

X-ray vision for your Ontraport deals

Ontraport combines CRM, email marketing, payments, and deal management into one platform — but when it comes to pipeline analytics, Ontraport’s reporting tools leave gaps that matter.

SegMetrics’ Ontraport Deal Pipeline Dashboard gives you the visibility Ontraport’s native deal cards don’t. See which deals are progressing, which are sitting idle, and where your highest-value opportunities are hiding — without wrestling with custom reporting or exporting to spreadsheets.

Whether you’re a business owner managing your own deals or a team tracking sales alongside Ontraport’s automation workflows, this dashboard delivers instant pipeline clarity.

Less manual tracking, more deal flow intelligence.

Pipeline Health

See new deals, open deals, wins, and losses in one view

Sales Velocity

Track average days to close and accelerate your results

Team Performance

Compare win rates across salespeople with built-in leaderboards

What's Included

The KPIs you get access to with this dashboard...

New Deals

The number of deals created in your pipeline during a specific time period

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
Ontraport Deal Pipeline
Dashboard Template

Why this Dashboard

Why use the Ontraport Deal Pipeline Dashboard?

Ontraport gives you CRM, email, payments, and deal management in one platform — but its pipeline reporting is limited. Getting metrics like deal velocity, win rates by rep, or average days to close means building custom reports or piecing together data across Ontraport’s different tools. If you’re managing deals alongside Ontraport’s automations and payment processing, you need a clearer view of what’s happening in your pipeline. This dashboard delivers that instantly.

Who it's for

This dashboard is perfect for:

Business owners using Ontraport to manage deals alongside email and payment workflows
Ontraport users who want real pipeline analytics beyond the native deal management view
Sales teams tracking deal flow in Ontraport’s all-in-one CRM and automation platform
Marketers and consultants who use Ontraport for end-to-end sales and need pipeline 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 Ontraport Deal Pipeline Dashboard requires your Ontraport integration connected to SegMetrics. See our full list of integrations.

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

“SegMetrics is perfect for digital training businesses like ours. 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… and how to make it work better.”

Discover the hidden
profits in your marketing

Start your 14-day free trial of SegMetrics today!

Template created by

Ontraport Deal Pipeline

X-ray vision for your Ontraport deals

The KPIs you get access to with this dashboard...