New Deals
The number of deals created in your pipeline during a specific time period
Template created by
Salesforce Deal Pipeline
Get a clear read on your Salesforce pipeline — stage progression, win rates, and forecasted revenue.
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X-ray vision for your Salesforce deals
Salesforce can do everything — which is exactly the problem when you just need to see what’s happening in your pipeline.
SegMetrics’ Salesforce Deal Pipeline Dashboard cuts through the complexity of Salesforce’s opportunity management and gives you the metrics that matter: which deals are progressing, which are stuck in stages, and where your biggest revenue opportunities are hiding. No custom Salesforce reports, no SOQL queries, no admin tickets.
Whether you’re running a simple sales process or managing enterprise-level pipelines with multiple record types, this dashboard distills your Salesforce opportunity data into one clear, actionable view.
Less complexity, more 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 Salesforce Deal Pipeline Dashboard Template
Why this Dashboard
Why use the Salesforce Deal Pipeline Dashboard?
Salesforce is incredibly powerful, but getting a clean pipeline overview often means navigating complex report builders, opportunity views, and dashboard configurations. For many teams, building the reports they actually need in Salesforce requires admin help or expensive add-ons. This dashboard gives you deal velocity, win rates, and stage-by-stage visibility without the Salesforce reporting learning curve.
Who it's for
This dashboard is perfect for:
- Sales teams using Salesforce to manage opportunities and pipeline stages
- Salesforce users who want pipeline visibility without building complex reports
- Sales managers who need a quick view of team performance across Salesforce opportunities
- Revenue leaders tracking deal flow and forecasting accuracy in Salesforce
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 Salesforce Deal Pipeline Dashboard requires your Salesforce CRM integration connected to SegMetrics. See our full list of integrations.
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Built on your Salesforce data
This dashboard reads straight from the integration below. Connect it once and the template fills itself in.
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