CUSTOM DASHBOARDS

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.
Custom Dashboards - SegMetrics
Always Accurate
Every visualization is built on verifiable data
Intuitive Analysis
Get real-time answers to real-time questions
Single Source of Truth
Explore your data at any level — always within the same tool
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Skip the blank canvas panic

SegMetrics makes custom dashboards fast and painless. Start with a template, copy a dashboard you already like, or build from scratch with drag-and-drop widgets and ready-made visualizations. However you start, you can create the exact view you need in minutes — no dev help required.

The power of custom dashboards

LAUNCHES & CAMPAIGNS

Get launch week clarity

A launch is no time to be stitching together screenshots from five tabs. Build one dashboard for the whole campaign and watch all your KPIs in real time. When something spikes or stalls mid-launch, you see it while you can still act, not in the post-mortem.

FULL FUNNEL VISIBILITY

See past the ad click

Ads, opt-ins, nurture, calls, sales. They usually live in five different tools telling five different stories. With SegMetrics, you can pull every stage of your funnel onto one dashboard and watch leads travel from first touch to final purchase. Finally see where revenue really comes from.

NESTED DASHBOARDS

Stop drowning in dashboards

Most tools leave you with a graveyard of one-off dashboards — a separate tab for Google, for Facebook, for email — until you can’t find anything. SegMetrics’ custom dashboards fix this. Nest related views inside a single dashboard, so your whole Monday meeting lives in one place, each topic a click away.

RECURRING WORKFLOWS

Less prep, better decisions

Every team has its set meetings. The Monday numbers review, the weekly ad check, the end-of-month roundup. Give each one its own dashboard so the answers are waiting when you show up. No pulling reports, no rebuilding views. Just open and everyone’s looking at the same up-to-date numbers.

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.
Your marketing x-ray machine
Go beyond dashboards. Slice and segment your data in real-time to find what’s working, what’s not, and where to scale — all in one powerful view.
It’s like Moneyball for your marketing
Pick any two variables in your marketing data and see how they interact. The relationships between segments, channels, and offers are where your biggest wins hide.

Explore Reporting
Resources

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

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
profits in your marketing

Start your 14-day free trial of SegMetrics today!

Frequently Asked Questions

What are custom dashboards?

Custom dashboards let you build your own bespoke reporting views in SegMetrics. Choose the exact metrics, funnel steps, and visualizations you want to track. Start from a template, copy an existing dashboard, or drag and drop widgets onto a blank page. However you build it, every number runs on SegMetrics’ accurate, full-funnel data.

Optimization Reports are pre-built dashboards that answer the core questions every marketer has about acquisition, advertising, nurture, revenue and more. Custom dashboards are best used to answer the questions only your business asks or to collect just the data your team needs. Most people use both: the pre-built Optimization Reports for the fundamentals and Custom Dashboards for the specific things you need to watch that no template could predict.

 No. And that’s the point. Most marketers build their first useful SegMetrics dashboard in minutes — no code, no dev, no data team. You can:

  • Start from a ready-made template and tweak it
  • Copy a dashboard you already like and adjust
  • Drag and drop from 29 visualization types onto a blank page

Other tools let you build dashboards, but not all custom dashboards are equally useful. With SegMetrics, your custom dashboards:

  • Can be full-funnel — Because SegMetrics gives you a single source or truth for your full funnel marketing performance, you can build custom dashboards that zero in on any part of your marketing or cover the whole funnel.
  • Are easy to organize — All custom dashboards on SegMetrics support nested dashboards. This lets you nest related views inside one dashboard, similar to using multiple tabs in a spreadsheet. Instead of building bloated dashboards that overwhelm or juggling multiple different dashboards, SegMetrics helps you keep your dashboards simple and organized.
  • Are filled with trustworthy data — Any dashboard is only as good as the data behind it, and every custom dashboard in SegMetrics runs on our fully-transparent, cross-device, cross-platform tracking and lifetime attribution.

 Yes. Every dashboard is built on SegMetrics’ cross-device, cross-platform, lifetime attribution tracking. That means:

  • Full customer journeys, from first touch to final sale
  • Click any number to see the real people behind it
  • 100% transparency — if a widget says 100 sales, you can see 100 names

 Yes. Use dashboard pages to nest related views inside a single dashboard — your whole Monday meeting in one place, each topic a click away — so you’re not hunting through a dozen separate dashboards to find the number you need.

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."