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Learn moreDeal Pipelines Dashboard
Everything you
want to know about your deals
Meet the deal pipelines dashboard that lets you analyze the data behind every stage in your sales process.
How healthy is your deal pipeline?
There’s a lot more to a healthy deal pipeline than just raw numbers.
Where are your deals coming from? What kind of deals turn into sales? And how quickly do they move through each stage of your pipeline?
Our SegMetrics Deal Pipeline Dashboard connects your sales pipeline to your marketing data and sales data, giving you a complete view of exactly how your deals impact your business.
Ready to shift to data-driven pipeline management?
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Inside the
Deal Pipeline Dashboard
Where are the leaks in your deal pipeline? SegMetrics brings every metric, trend, and insight into focus so you can scale smarter and faster.
Pipeline KPIs
Keep your finger on your deal flow
Our Deal Pipeline Dashboard gives you real-time, anytime status checks on your sales flow. See what’s coming in, what’s closed, and how long it takes – all at a glance.
- Visitors
- Leads
- Customers
Channel ROI
Find your fishing holes
See where your open and won deals come from – and what they’re worth. Then double down on the most lucrative channels.
- Referrers
- Ads
- REvenue
Deal Tracking
Never lose track of a deal again
With our Deal Pipeline Dashboard, you can examine pipeline flow by deal and deal stage. Rank results by age, deal value, win rate and more. Find the bottlenecks and dropped balls – fast.
- Visitors
- Ads
- Conversion
Lead Segments
X-ray vision
for your deals
See all the tags, lists, locations, industries and other data behind your deals. This lets you uncover the hidden segments driving the bulk of your revenue and wins.
- Referrer
- Tags
- Sales
Joanna Wiebe
Founder, Copyhackers
“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...”
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Learn moreDeal Pipelines Dashboard FAQ
What is the SegMetrics Deal Pipelines Dashboard?
The SegMetrics Deal Pipelines Dashboard is your HQ for your sales flow. It brings together data from your CRM, email platform, website, and payment systems to in-depth data on the health and status of your deal pipeline.
What KPIs does the Deal Pipelines Dashboard track?
The Deal Pipelines Dashboard tracks critical KPIs like:
- Deals open, deals won, amount open, amount won, win rate and time to close
- Deals created by day
- Deals created by source
- Current deal status
- Pipeline stage status
What decisions can I make with the Deal Pipelines Dashboard?
The SegMetrics Deal Pipelines Dashboard helps you monitor the health of every deal and stage in your sales pipeline. Quickly spot the deal bottlenecks and dropped balls to prevent lost deals. Also, by being able to see the channels, tags, lists and other segment data behind each deal, you can optimize your marketing and outbound efforts for better ROI and deal flow.
Can I view the Deal Pipeline Dashboard by deal or pipeline stage?
Yes! SegMetrics makes it easy to review your pipeline metrics by individual deal, pipeline stage or overall – all from the same dashboard. Quickly spot what is and isn’t flowing through your pipeline quickly.
How accurate and reliable is the data in the Deal Pipeline Dashboard?
SegMetrics analytics links data from all your marketing tools – including your CRM, email provider and payment processor – into a single source of truth. This gives you transparent, lifetime, full-funnel analytics. With any metrics in the Deal Pipeline Dashboard, you can click through to see all of the data behind it.
How is SegMetrics’ Deal Pipeline Dashboard different from other engagement analytics tools?
Most pipeline tools only connect to your CRM. SegMetrics goes further, connecting your deals to all your marketing tools as well as lifetime revenue from your payment processor. This means you get a full 360° view of your deals – all of the inputs that drive the deal forward plus an accurate tally of the lifetime revenue of your closed deals.
What integrations are required to use the Deal Pipelines Dashboard?
To get started, you’ll want to hook up:
- Your CRM (e.g. HubSpot, ActiveCampaign)
- Your payment processor (e.g. Stripe, PayPal)
- Your website tracking
SegMetrics supports 130+ native integrations, making it easy to plug into your stack.
Who should use the Deal Pipelines Dashboard?
The dashboard is built for:
- Sales leaders and teams that want better deal data at their fingertips
- Growth-focused founders and RevOps leads
- Agencies managing lead gen campaigns
- Anyone who needs to track deal flow and tie it back to revenue.
Is the Deal Pipelines Dashboard included in all SegMetrics plans?
Yes! See all of our plans at https://segmetrics.io/pricing/.