Advanced Segmentation

Business intelligence for everyone

Building a successful marketing strategy is about measurement, not intuition. Know where your best leads are coming from, what funnels make them convert, and where to focus your marketing efforts. You’ll love how easy it is to get the data you want.

Reporting Features
for Advanced Segmentation

Filter Leads Quickly

 Drill into your lead data to find out where to focus your marketing resources.

Smart Analytics

Visually break down your cohort reports to really understand what’s going on with your marketing.

Real Lifetime Lead Values

Find what each of your leads is worth, to the penny, with 100% data accuracy.

Actionable Reporting

Get your saved reports mailed to you every week, with actionable insights in your mailbox.

Reporting Features for Advanced Segmentation

Trusted by 3,000+ Digital Marketers
Exploratory reports

Build Reports in Real Time

Every SegMetrics report is live – meaning you never have to go through an arduous setup process only to discover you missed a step, and repeat the whole thing over again.

Add filters or change metrics on the fly, and the report you need will take shape before your eyes. Any changes you make take effect instantly, and are as easy to undo as clicking a button.

“ For all the power that comes with Infusionsoft, it can be a really complicated tool. Reports that should be available with a few clicks just aren’t there. With SegMetrics we can see exactly which leads are most profitable and where our biggest opportunities lie. SegMetrics is like your marketing crystal ball.”

 — Chris Mason — Automation Marketer at Titans of Direct Response

Touchpoint Filtering

Filter Leads by Every Action

Using SegMetrics’ advanced tracking features allows you to slice and dice your lead segments by any action that they’ve taken through your marketing campaigns.

Find people who have clicked on a specific ad, viewed a page, downloaded a PDF, gotten on a sales call, or any combination of the marketing touchpoints that make up your customer journey.

How does it work?

SegMetrics saves the ad_ID and spend data for each new contact in your CRM or email system. 

That means every purchase that customer makes can be linked back to their original traffic source, even if they clear cookies or change devices. And with a direct connection to your marketing tools, double attribution becomes a thing of the past.

Better Together...

You’ll love how easy it is to get the data you want

SegMetrics gives you advanced segmentation — and that’s just the tip of the iceberg. Explore our many features to help you uncover actionable marketing insights.

Custom Reports & Dashboards

Dig into the data with flexible reports, then build ideal overviews for you or your team with our custom dashboards.

Ad Attribution

Marketing reports shouldn’t be black box figures. See transparent data on the real revenue generated by your ads.

AI Insights

SegMetrics’ AI Insights is a powerful business intelligence tool, ready to demystify your marketing data.

Saved Reports

Save Any Report Configuration to Your Dashboard

Satisfied with the way a report looks? Save the configuration to your dashboard and get updated data from it anytime you want. Or come back to the report later and easily make edits.

Need to create a handful of reports that are similar, but not the same? SegMetrics can save frequently used filters to give you a foundation for new reports. Never start from scratch again.

Retargeted Marketing

Export Custom Audiences for Facebook or Adwords

 You can use SegMetrics to quickly find your biggest buyers – and export the reports to a Facebook or Adwords custom audience. Identify your most profitable leads and launch a retargeting campaign with next-level ad spend efficiency in minutes.

Saved Segments

Report on Specific Cohorts

Configure and save a Custom Segment based on the Tags people have (or don’t have), Custom Fields, Campaign, Lead Source, Referring URL, and Products.

Now you’ll get critical metrics — New Leads, Revenue, Lead Value and more — for just the people in the Segment you’ve created.

It’s never been easier to get valuable metrics for specific segments of your leads! See who clicks an email link or optin for a specific offer – and how those actions lead to revenue.

Get Started in Less than 5 Minutes

Find your most profitable lead sources, scale what works and kill what doesn’t.

Its easy to bet on the winners when you know who they are