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

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.

Custom Dashboard - Campaigns and Launches - SegMetrics

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.

Dashboard - multi-touch journey tracking - SegMetrics

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.

SegMetrics dashboards

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.

Onsite team training - 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

“At Ontraport, we don’t usually promote many other systems... however, SegMetrics has really made a huge difference in our business.”

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

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.

How are custom dashboards different from SegMetrics' pre-built Optimization Reports?

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.

Do I need data-science or technical skills to build a custom dashboard with SegMetrics?

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

How is this different from custom dashboards in other analytics tools?

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.

Is the data in my custom dashboards accurate?

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

Can I organize more than one dashboard?

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
@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.