Zoom in. Zoom out. Know it all.
See every level of your marketing in perfect clarity — from the big picture down to the smallest details. Finally, one tool to explore all your data with ease.
Learn moreOptimization Reports
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.
Just the facts. On demand.
Get instant access to seven expert-built dashboards covering the most critical areas of marketing: Acquisition, Advertising, Nurture, Engagement, Orders, Deal Pipelines, and Subscriptions. Each one is designed to surface the metrics that matter most — so you can spend less time digging and more time optimizing.
The power of Optimization Reports
KPI DASHBOARDS
One stop analytics
Revenue, ROAS, conversion rates, lead flow, churn — all in one place, always up to date. Optimization Reports surface the numbers that matter across Acquisition, Advertising, Nurture, Engagement, Orders, Pipelines, and Subscriptions. No more pulling data from five tools into a spreadsheet just to know where you stand.
LTV TRACKING
What makes a customer stick?
First-purchase revenue is easy to track. Long-term value is where the real money hides. Optimization Reports show how each channel, campaign, and funnel step contributes to customer lifetime value — so you can shift spend toward the sources that produce buyers who stay, rebuy, and grow over time.
ROAS TRACKING
Stop feeding the ad budget black hole
Ad platforms grade their own homework. Optimization Reports give you an independent view of what your ads actually return — tied to real revenue, not platform-reported conversions. See ROAS by campaign, audience, and offer in real time so you can scale winners and cut losers before the budget drains.
FUNNEL OPTIMIZATIONS
Dashboards that drive growth
Each dashboard is designed around a specific growth lever — acquisition, nurture, engagement, revenue. That focus means you're not sifting through irrelevant data to find the insight that matters. Spot a drop in email engagement, a spike in churn, or a funnel step that's quietly underperforming — and act on it.
More Powerful Features
Discover other ways that SegMetrics can help you take the guesswork out of your growth.
See the proof behind every metric
Want to know exactly where your numbers come from? Activity Ledgers give you a line-by-line view of the raw data behind every metric in your reports.
Learn moreMarket to people, not averages
See every step a contact takes — from first click to final conversion. Understand real behavior, spot spam leads, and support smarter decisions.
Learn moreTrusted by 3,000+ Marketers and Agencies
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...”
Discover the hidden profits in your marketing
Start your 14-day free trial of SegMetrics today!
Frequently Asked Questions
What are Optimization Reports?
Optimization Reports are pre-built, auto-updating dashboards in SegMetrics, designed by marketing and CRO experts. Each report consolidates the most important metrics you need to monitor and optimize key areas of your marketing — no setup or data wrangling required.
What Optimization Reports are included in SegMetrics?
SegMetrics includes seven core Optimization Reports, each focused on a specific part of your marketing:
- Acquisition — See where your leads come from and what they’re worth.
- Advertising — Track ad performance across channels and platforms.
- Deal Pipelines — Understand movement and conversion throughout your sales funnel.
- Engagement — Analyze user behavior and content interactions.
- Nurture — Track lead progression and engagement over time.
- Orders — Monitor revenue, purchases, and product performance.
- Subscriptions — Keep tabs on recurring revenue and churn.
Each report links directly to SegMetrics’ Data Explorer, Activity Ledger, and Customer Journey tools so you can drill down into the raw data behind any metric.
How are SegMetrics’ Optimization Reports different from other analytics dashboards?
Most analytics dashboards look nice — but leave you guessing what the numbers actually mean. SegMetrics’ Optimization Reports are built by real marketers to surface actionable insights, not just pretty charts.
What makes them different:
- Curated metrics aligned with core marketing goals
- Real-time data from your full tech stack (thanks to 130+ native integrations)
- Click-through access to see the actual users behind every metric (100% transparency)
They’re not just dashboards — they’re decision tools.
Is SegMetrics’ Optimization Reports accurate?
Yes. The Optimization Reports utilizes SegMetrics’ cross-device, cross-platform, lifetime attribution tracking system.
That means:
- Lifetime attribution — See the full customer journey from first touch to sale
- Verified user data — Click any number to view the real users behind it
- 100% transparency — If a report says 100 sales, you’ll see 100 names and emails to back it up
Who are Optimization Reports for?
SegMetrics’ Optimization Reports are ideal for marketing leaders, growth teams, agencies, and conversion-focused teams who want to make faster, data-driven decisions without building dashboards from scratch. Whether you're tracking CAC, ROAS, or lead quality — these reports help you stay focused on what moves the needle.
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.