Collaborative Dashboards

Get everyone on the same page

Stop the “that’s not what my dashboard says” debate before it starts. Give your team unlimited access to the same live dashboards — and share secure public links with clients — so everyone’s measuring the exact same thing, always.

Collaborative Dashboards - Illustration - SegMetrics

Single Source of Truth

Explore your data at any level — always within the same tool

Real-Time Results

Automatically updated and always available

Collaborative Insights

Save and share your favorite visualizations with anyone

Your team’s single source of truth

Most reporting tools charge per seat. That means teams end up sharing one login or rebuilding the same dashboard for everyone who needs it. SegMetrics lets you add your whole team at no extra cost and share a secure, live link with anyone outside your account — no logins, no duplicate reports, no confusion.

Dashboards are meant to be shared. Now you can.

The power of collaborative dashboards

TEAM ACCESS

Add your whole team, free

Sharing analytics logins creates headaches. No accountability on who changed what, not to mention the security issues if one person leaves. But extra seats get expensive, fast. SegMetrics simplifies team access: Unlimited seats at no extra charge. Now everyone can securely get the reporting they need.

Shareable Dashboards - Illustration - SegMetrics

CLIENT SHARING

Ditch the stale PDF report

The problem with exporting report PDFs or grabbing screenshots is that they’re outdated the moment you hit send. And you have to keep sending new versions week after week. SegMetrics lets you share secure, view-only, live versions of your dashboards to clients and embed them in tools like Notion. Now your clients can see live data without all the hassle.

Custom Dashboards - SegMetrics

PERSONALIZED VIEWS

Go ahead. Filter freely.

With Collaborative Dashboards, multiple people can pull up the exact same dashboard at the same time and filter it however they need. Your session doesn’t interfere with anyone else’s. You never need to worry about messing up someone’s work.

Segmentation and filtering - illustration - SegMetrics

Trusted by 3,000+ Marketers and Agencies

Joanna Wiebe headshot
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’.”

Copyhackers
brandan dubbel
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.”

Ontraport
Eben Pagan
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...”

Eben Pagan Training

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Frequently Asked Questions

What's included in Collaborative Dashboards?

SegMetrics includes a number of features that unlock easy-to-use Collaborative Dashboards: unlimited team members on the same live dashboard at no extra cost, a secure public link you can share with anyone outside your account, and independent filtering that lets multiple people work the same dashboard without affecting each other's view.

Does it cost extra to add team members?

No. SegMetrics includes unlimited team members at no additional charge, each with their own individual login — no shared credentials required.

How do I share a dashboard with someone outside my SegMetrics account?

Enable dashboard sharing in your account settings, then open the specific dashboard you want to share, click the three-dot menu, and select Share. This generates a secure, view-only public link — on a separate domain from your main account — that anyone can view without logging in. It can also be embedded in tools like Notion.

Is the shared link secure? Can I turn it off?

Yes. Shared links are view-only. Recipients can't edit anything or access any other part of your account. If you ever need to shut off access, you can regenerate your account's Share Key or disable dashboard sharing entirely from your account settings.

Can multiple teammates use the same dashboard at the same time without messing up each other's view?

Yes. Filtering, adjusting dates, or drilling into a segment only changes what you personally see — it never affects what anyone else viewing the same dashboard sees.

Customer and Community Voices

Join 3000+ happy marketers and advertising agencies

Barry Hott
@binghott

I don’t care what people use, but think everyone should use something more than basic GA data.

Neil Shap
Founder, Linx Digital

SegMetrics is the best tool to track your ads performance

Zach Moreno
@ZachInSpace

With SegMetrics we were able to reduce our cost per acquisition by over 90%!

Liana Ling
@theleadgenqueen

Use platforms like GA4, the Ads Manager, or platforms like SegMetrics to track and measure your marketing success.

Troy Buckhold

Signed up a few weeks ago. Data is rolling in and it’s a game changer. Probably going to save $10k/month instantly.

˗ˏˋ Jesse Hanley ˎˊ˗
@jessethanley

We integrate with SegMetrics now for those who want more advanced data. Team there is boss.

Aaron Parkinson
Agency Owner & CEO, 7 Mile Media

Our team in Seven Mile uses SegMetrics extensively with our clients. We've got about 40 or 50 clients at any given time. We know SegMetrics well, and we know that every agency is trying to accomplish the same thing, which is make more sales.

Michelle Araiza
@mktg_mindset

What a great way to spend my holiday break! 🤓 SegMetrics’ book has a ton of actionable tips to improve, automate, use data, and optimize your marketing funnel. (Pg 35 has a killer campaign template!) Perfect timing as I set new goals to make me a better marketer!

Kasim Aslam, CEO, Solutions_8
@kasimaslam

Start measuring your performance in a third-party tool (not the ad platform, like Google)... SegMetrics has a solid reputation.

Brennan Dunn
@brennandunn

Set up another client on SegMetrics today. Love, love, love being able to break down subscriber values by all the zero-party survey data we're tracking! It's simple to create reports once you have survey data attached to subscribers.

ConvertKit

Check out SegMetrics.

Reuben Gamez

SegMetrics is good

Jim Hamilton
@realjimhamilton

Tracking on ad platforms is toast. Now you need a 3rd party solution, like SegMetrics. That’s the only way to get attribution you can trust. Especially if you’re marketing a high-ticket offer w/ a longer sales cycle

Wynne Pirini

Reality is a LOT messier than these seductively simple funnel diagrams! These days, we are spoiled for choice with some very cool tools doing attribution modeling. The ones I get asked about most often include SegMetrics.

Gustavo Paniagua
Head of Marketing, Slidebean

Attribution could be, easily, the most challenging (tedious) part of my job, but the way SegMetrics figures which campaigns are having an impact on our revenue is something we were missing with the other tools we were using. As a marketing person, I’m thankful

Christian Lovrecich
@clovrecich

One thing SegMetrics has which caught my attention right away is that it tells you the average time it takes for someone to buy, and it tracks their every move before hand.

Edward Haskins

I recommend SegMetrics. I love that you can slice and dice everything and add it to a custom report. You can also segment by Tag as well as when that Tag was applied.

Robby Miles
@RobbyMiles

Using Segmetrics with some of our clients has been eye opening (for us and them). So nice to have the real data to work from.

Stephen Hutson
@stephen_hutson

My favorite tool for marketing analytics/BI is SegMetrics, hands down. The software is built with the infoproduct industry in mind. And the founder, Keith Perhac, knows his stuff.