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.
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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
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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.

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The problem with exporting report PDFs or grabbing screenshots is that they’re outdated the moment you hit send.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.

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.

More Powerful Features

Discover other ways that SegMetrics can help you take the guesswork out of your growth.
Instant dashboards. Real answers.
Expert-built dashboards covering every critical area of your marketing — ready the moment you connect your data. No setup, no spreadsheets, no waiting.
Finally, your own marketing HQ
You don’t need another generic dashboard. You need a custom command center for making data-driven decisions. SegMetrics makes it easy to turn recurring marketing questions into reusable dashboards with clear answers. No data-science degree needed.
A paper trail for every dashboard
There’s nothing worse than opening up your KPI dashboard to find someone moved things around. Audit Trail logs every change to your account — who made it, when, and what it looked like before — so accidental changes are always easy to spot and fix.

Explore Reporting
Resources

Gain real-world insights, refine your marketing skills,
or immerse yourself in inspiring success stories.
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Introducing Conversion Feeder

Stop training your ads on the wrong customers. Conversion Feeder sends filtered conversion data to Facebook, Google, TikTok, and Bing — every day, automatically — so your ad targeting gets sharper without you touching a spreadsheet.

Trusted by 3,000+ Marketers and Agencies

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Joanna Wiebe, CopyHackers

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’.”

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.”

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… and how to make it work better.”

Discover the hidden
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Start your 14-day free trial of SegMetrics today!

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.

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

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.

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.

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
Barry Hott@binghott
“I don’t care what people use, but think everyone should use something more than basic GA data.”
Michelle Araiza
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!”
Wynne Pirini
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.“
Neil Shap
Neil ShapFounder, Linx Digital
“SegMetrics is the best tool to track your ads performance”
Kasim Aslam, CEO, Solutions_8
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.”
Gustavo Paniagua
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"
Zach Moreno
Zach Moreno@ZachInSpace
"With SegMetrics we were able to reduce our cost per acquisition by over 90%!"
Brennan Dunn
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."
Christian Lovrecich
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.”
Liana Ling
Liana Ling@theleadgenqueen
“Use platforms like GA4, the Ads Manager, or platforms like SegMetrics to track and measure your marketing success.”
ConvertKit
ConvertKit
"Check out SegMetrics."
Edward Haskins
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.”
Troy Buckhold
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.”
Reuben Gamez
Reuben Gamez
“SegMetrics is good”
Robby Miles
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."
˗ˏˋ Jesse Hanley ˎˊ˗
˗ˏˋ Jesse Hanley ˎˊ˗@jessethanley
"We integrate with SegMetrics now for those who want more advanced data. Team there is boss."
Jim Hamilton
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”
Stephen Hutson
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."
Aaron Parkinson
Aaron ParkinsonAgency 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."