Accessing the Deal Pipeline Dashboard

The Deal Pipeline Dashboard in SegMetrics gives you a centralized view of your sales pipeline performance. From tracking open opportunities to monitoring win rates and revenue flow, it provides the key metrics you need to understand how your deals are progressing. With built-in filtering options, you can drill down by pipeline, stage, or individual deal to identify bottlenecks and make more informed, data-driven sales decisions.

Log in to your SegMetrics account.

Deals Won
Amount Open
Win Rate
Pipeline performance metrics

This section provides a high-level overview of your sales pipeline performance.

Using Filters to Analyze Your Pipeline

The dashboard includes powerful filtering options to help you drill down into specific data.

You can filter by:

Deal Name – Locate a specific opportunity.
Pipeline Name – View data for a particular pipeline.
Pipeline Stage / Status – Analyze deals by stage (e.g., Open, Won, Lost).
Additional available filters depending on your setup.

To add a filter, click on the Filter icon:

Then click on the '+' symbol to add a new filter:

Filters allow you to isolate performance by pipeline, stage, or individual deals, helping you identify bottlenecks, track conversion rates, and monitor revenue flow more accurately.

Frequently Asked Questions:

Q1: How do I access the Deal Pipeline Dashboard in SegMetrics? Log in to your SegMetrics account and click Deal Pipelines in the left-hand menu. This takes you to the Deals dashboard where you can view key metrics including Deals Won, Amount Open, Win Rate, and overall pipeline performance.

Q2: What metrics are available in the Deal Pipeline Dashboard? The dashboard provides a high-level overview of your sales pipeline, including Deals Won, Amount Open, Win Rate, and pipeline performance metrics. Together, these give you a clear picture of how your sales pipeline is performing at any given time.

Q3: What filtering options are available in the Deal Pipeline Dashboard? You can filter by Deal Name, Pipeline Name, and Pipeline Stage/Status (such as Open, Won, or Lost), along with additional filters depending on your account setup. To add a filter, click the Filter icon and then the + symbol to apply your criteria.

Q4: How can filters help me analyze my sales pipeline more effectively? Filters let you isolate specific pipelines, stages, or individual deals, making it easier to identify bottlenecks, track conversion rates, and monitor revenue flow. This helps you pinpoint exactly where deals are progressing or stalling in your pipeline.