Report Segmentation

Powerfully Simple Reporting Like No Other

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.

Find Out How

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

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.

SegMetrics is your complete
marketing analytics toolset in one package

The easiest way to grow your business? Scale what works and kill what doesn’t. Custom Segments give you the power to find exactly what works – for email content, Lead Magnets, webinars, and more – so that you can improve your marketing.

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.

Learn More About Custom Dashboards

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.

Get Started in Less than 5 Minutes

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

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