New Deals
The number of deals created in your pipeline during a specific time period
Template created by
Ontraport Deal Pipeline
See exactly where deals stand in your Ontraport pipeline and how fast they move to close.
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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.
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 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.
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Built on your Ontraport data
This dashboard reads straight from the integration below. Connect it once and the template fills itself in.
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