SegMetrics Demo Video

SegMetrics is a marketing analytics and attribution platform that connects data from your ad platforms, email tools, and payment processors. It links every click and purchase back to an individual person, giving you a true picture of lifetime value and ROI for each campaign.

Core capabilities:

Full-funnel attribution — track a customer's path from first click to purchase
100+ integrations — connect ad platforms, CRMs, email tools, and payment platforms
Customer lifetime value tracking — see how much long-term revenue each source, ad, or email generates (not just the initial conversion)

Check out the video below for a full demo of SegMetrics:

How Data Gets Into SegMetrics

SegMetrics pulls data in through two main channels:

Integrations — Connect your CRM/email tool (contacts, tags, fields, order info), payment processor (revenue, orders, customer data), and ad platforms (spend, campaigns, ad sets, ad names).
Tracking pixel — Deployed across your site, landing pages, checkout, and thank-you pages to capture the full visitor and customer journey from acquisition to purchase.

All of this data is stored in a central data lake, which powers your dashboards, reports, filters, and segments.

Dashboards & Reports

Acquisition Dashboard

Tracks new leads and customers — anyone new to your business within the selected date range.

Page views / Visitors — pulled from pixel tracking
New leads — new contacts added to your CRM/email tool in the timeframe
Customers — how many of those new leads converted, plus revenue and average lead value
Click any metric to open the contact ledger, and click an individual contact to view their full journey (source, list/tag history, purchases, LTV, subscriptions, deals)
Top sources — channel-level breakdown of visitors, leads, and revenue, with selectable attribution models:
- Full funnel (default): credit spread across all touchpoints
- First engagement: credit to the first touchpoint within the report's timeframe
- First click: credit to the first-ever touchpoint, even if outside the timeframe
- Last touch: credit to the last channel touched before purchase
Top pages, countries/regions/cities — geographic and page-level breakdown via pixel data
Segments — performance by contact tag
Multi-touch journey view — shows common paths customers take across channels before converting

Advertising Dashboard

Focused on paid ad performance (Facebook, Google, TikTok, ChatGPT ads, etc.).

Ad spend, impressions, and clicks (pulled directly from ad platforms)
New leads, customers, and revenue generated from ad clicks, plus cost per lead, customer acquisition cost, and ROAS
Drill down to campaign, ad set, and individual ad level — filter by ROAS to find top and bottom performers
Ad attributed orders — which products are being sold via ad traffic
Ad engaged segments — tags/segments associated with people who click ads
Geographic and landing page breakdowns, same as Acquisition

Engagement Dashboard

Gives insight into the health of your email/CRM list.

Total contacts vs. engaged contacts (opens, clicks, purchases, ad clicks) and engagement %
Purchase rate, engagement value, average lead age, subscribes/unsubscribes
Email performance — track by UTM campaign and subject line (mapped to UTM content) to see which emails drive the most leads/orders/revenue
Web performance — orders/leads/revenue by landing page, UTM values, channel, and referrer domain
Engagement retention — how long people with a given tag stay engaged (e.g., over an 18-month window)
Apply contact-level filters (marketing status, LTV, tags, lists, custom fields) to focus the whole dashboard on a specific audience

Nurture Dashboard

Centers on tag-based performance.

Leads, new leads, customers, purchase rate, revenue, and lead value by tag
Tagging orbit — shows which tags are commonly applied together and in what order
Velocity report — growth in value/customer count over time for tagged contacts

Orders Dashboard

Combines payment processor data with CRM/email data (matched by customer email).

Total orders, customers, and revenue collected
Average order value and average customer value
Top products, order sources (by channel), customer segments (by tag/list)
Product orbit — products commonly purchased together

Deals Pipeline Dashboard

For CRMs with pipeline/opportunity features (ActiveCampaign, HubSpot, HighLevel, etc.).

Deals open/won, amount open/won, win rate, average time to close
Top sources for deals, pipeline/stage-level performance
Won and lost deal lists
Lead segments — tags/lists associated with open, won, or closed deals

Subscription Dashboard

For recurring-revenue businesses (SaaS, memberships, courses, etc.).

MRR metrics: active MRR, trial MRR, new MRR, churned MRR
Subscription counts: active, new, canceled
Average subscription age, average revenue per user, churn rate, time-to-cancel
Trial counts (active/new)
Breakdown by channel and by product (e.g., which product drives the most MRR vs. the most active subscribers)
Cohort and retention view — how well subscriptions are retained month over month

AI / MCP Server Integration

SegMetrics can connect via an MCP (Model Context Protocol) server to AI assistants like Claude, ChatGPT, or Gemini, effectively turning SegMetrics into a queryable database for your marketing data.

Once connected, you can ask natural-language questions such as:

"What are my best performing traffic sources?"
"Which channels are bringing in my best customers?"
"Why isn't my paid channel performing better?"

The AI pulls live data from your SegMetrics account, presents it in table form, and adds interpretive insights (e.g., identifying your strongest and weakest channels, flagging possible tracking issues, or suggesting where to reallocate budget). You can also open the underlying report directly in SegMetrics to explore further, and the AI may ask clarifying follow-up questions to dig deeper into a specific finding.

To learn more about getting connected to the MCP server, check out this help article.

Dashboards, Reports & Segments (Customization)

Dashboards

A dashboard is a customizable collection of widgets.

Edit any widget to change its title, data lens, attribution model, visualization type (bar, pie, table, etc.), date range, metric, and color
Start from a pre-built template or build from a blank canvas
Rename dashboards and share them via a public, view-only URL — no login required for viewers
Apply filters (e.g., by ad platform, contact status, date range) across an entire dashboard at once

Reports

Reports let you build and save custom data views.

Choose your own dimensions (e.g., channel, UTM source) and metrics
Reorder columns, change the data lens and attribution model
Save and rename reports for quick future access

Segments

Segments are saved filter sets you can reuse across dashboards and reports.

Contact cohort — filters applied at the individual contact level
Filter collection — a reusable group of filters
Once created, apply a segment to any dashboard or report instead of rebuilding filters each time

Additional Features

Data Monitors

Set benchmark alerts on key metrics (e.g., "notify me if new leads from ads drop below 125 in the last 7 days"). Configure the metric, filters, date range, threshold direction, and notification channel (email or Slack). Monitors can be paused/reactivated as needed (see help article).

Tracking Links

Build UTM-tagged links (source, medium, campaign, content, term) directly in SegMetrics for use in emails, social posts, and ads — ensuring consistent tracking across your content (see help article).

Marketing Log

Log marketing events (sales, promos, product launches, ad changes) with an icon and notes. These events then appear as visual markers on your dashboard charts, making it easy to see how a specific change affected orders, customers, or revenue over time.

Insights

Quick-glance performance summaries (e.g., new contacts added this month), with the option to jump into the full underlying report or dashboard (see help article).

Getting Started

Start a free 14-day trial at segmetrics.io — click "Get Started"
View pricing plans on the SegMetrics pricing page
Questions? Contact support at help@segmetrics.io

Full Transcription:

Hey there. Today I'm gonna walk you through a demo of SegMetrics. SegMetrics is a marketing analytics and attribution platform that connects data from your ad platforms, your email tool, and your payment processors.

It links every click and purchase back to an individual person to show the true lifetime value and ROI of specific campaigns. Some of the main key features are full funnel attribution, so we can track a customer's path from the very first click to their purchase. Data integrations, we connect to more than 100 of the most common marketing tools from ad platforms, CRMs and email tools, payment platforms. We can track customer lifetime value, and we can measure how much long-term revenue each traffic source, ad, or email actually generates rather than just the initial clicks.

So let's jump right in.

All right, so the way this works is we first connect up to as many integrations that we can. So these are gonna be your CRMs, your email tools, your payment processors, your advertising platforms. We pull all that data in and store it in our system, what I like to refer to as a data lake. So then now you have all that data available to you to use in your dashboards, your reports, create filters and segments to really see and hone in on the cohorts and the specific data sets that you wanna see.

And again, all that data comes in through these integrations. So the main se-- uh, integration we start with here is the CRM or email tool, and that's gonna bring in all your contacts, your tags, your fields, uh, payment information or order information if that particular integration supports that type of thing.

Uh, then your payment processors are gonna bring in all your revenue, your order data, customer data, and, uh, your ad platforms are gonna bring in things like your ad spend, campaign information, all the campaign ad set and ad names. And again, we pull all that in. And the second piece to that is going to be your tracking pixel, which you would deploy to your entire site, your landing pages, your thank you pages, your checkout pages, and that's how we track that in full lead and customer journey, all the way from, uh, acquisition to purchase Now, once we have the data flowing, now you have the ability to view that data in dashboards and reports.

Now, there's a few out-of-the-box dashboards that you get here. But once the data's imported, you'll start seeing some data metrics information, uh, about your business.

So I'm just gonna start right here at the top. So for the acquisition. Acquisition's all about new acquisitions, so your new leads, your new customers, customers you've never had before.

These are all brand new to your business, your ecosystem. Uh, this is a combination of all those integrations put together from your email tool, bringing in all your contacts, your payment processor, bringing in things like revenue and order information, and then our pixel data as well. So anything with the page views, the visitors, uh, that's gonna be our pixel data collecting visits and, uh, a- um, action on your site.

So page views are gonna be total number of views that have happened on your site. Visitors are gonna be those total unique visitors that attributed to these page views. New leads are gonna be the total number of new contacts added to your email tool or CRM in the timeframe that you see up here. Of course, this timeframe can be changed.

Uh, you know, we have some rolling date ranges here. You can also do a fixed, uh, date range there if you wanna look at a specific timeframe or a completely custom, uh, timeframe there. Now, new leads, again, is gonna be the new contacts added to your CRM, uh, email platform in that timeframe. And you can think of these as new contacts that you didn't have previous to this timeframe.

And the customers are gonna be the total number of con- customers from these new leads here. So of these nineteen hundred new leads, you have a hundred and fifty-three new customers for a hundred and sixty-four thousand in revenue. Now, this is gonna be the revenue, uh, collected from these brand-new customers and an average lead value get to your leads divided into the revenue here.

Now, you can click on each one of these here and get a different visual

To see dips and valleys, uh, for the performance of that particular metric. And if you click on the actual number here, that will open up the contact ledger, and you can actually see the contacts that are counted in those metrics. And I can even go a step further here, click on any of the contacts to get their full contact journey here.

So now we can see information about this contact. It's pulled from, you know, your email tool. That could be your lists, your tags, uh, contact profile information from their custom fields. And here is a timeline of the actions they've taken with you. So we can see this came from a paid channel. That's how we acquired them.

They joined these lists. They were added to our CRM in this timeframe, and these tags were added. Now, if there were purchases there, we would see those as well. So let's maybe take a look at one of those. So if we pull one of these guys, we can see a little bit more information here. So how we acquired them, channels, uh, ad clicks, and orders as well.

And then we can also see the lifetime value for that particular contact and customer, how many orders they've had, if they have any active subscriptions or won deals or opportunities there as well. Now below, this is our pixel data at work. So top sources, top pages, countries. Uh, this is gonna be our pixel tracking where these leads and customers are actually coming from.

Okay, so our top source is gonna be the different various channels that our leads and customers could hit on their journey with us. So from paid, social, email, AI search even, uh, organic search, we can see how many visitors, new leads were acquired from that particular channel, as well as the revenue attributed to that particular channel.

So we can definitely see in this instance, paid is leading the charge there with visitors, uh, new lead acquisition, as well as new revenue acquisition as well. And we can also change up those attribution models here. So full funnel, that's what it's gonna default to. Full funnel allocates a hundred percent of the credit across all touch points in the funnel.

Uh, conversions exist in multiple, uh, attributions, meaning if I hit a paid channel, if I hit a, a search channel and I'm a lead, my lead count is gonna be, um, included in both of those channels there as well as my revenue. So if I, you know, bought something for a hundred bucks, that's gonna be attributed here as well as in that search channel as well.

Okay, now we have a couple of others here with first engagement. That's gonna prioritize the first touch point within a report's timeframe. Meaning if I select this, this is gonna be those leads' first touch point in the timeframe of the report. So in the last thirty days, uh, seventeen hundred people had the first touch point from a paid ad for this much revenue.

First click is going to be the first initial touch point that our pixel tracked, even if it was outside of this timeframe. So first click again, out- even with outside of the timeframe. So if I hit a paid channel sixty days ago, I'm gonna be attributed to that paid channel within that timeframe. If I had, you know, became a new customer or new lead in that timeframe, even if my click was, uh, prior to that date range there, um, that's gonna be the attributing channel there.

And last touch, pretty self-explanatory, is going to be the last touched channel, uh, before a purchase is made. So again, if I was looking at this and trying to make a decision based off this information, I would definitely see that paid, these are gonna be your Facebook, your Google, you know, Twitter, TikTok ads are definitely leading the charge here in terms of revenue and lead acquisition.

Now, there's some other metrics you can see here. So if you're using, uh, UTMs on your links and have specific campaign sources, medium, and content, these are gonna be the main Google, uh, type, uh, UTMs here. We'll record those values as well through our pixel, okay? So top pages are gonna be the top pages that were tracked from our pixel, whether that's your website, your landing pages, and as we can see here, our homepage is definitely leading the charge there with visitors and leads and revenue.

Um, then we can see, you know, any other, uh... So if there's a blog you're wanting to track, if there's, you know, a certain webinar page there, that's where these pages will show up for new acquisitions. We say, "Okay, our webinar, webinar generated, you know, fourteen new leads in that timeframe, and those leads are, uh, earned us about six hundred dollars there."

Now, just like at the top, clicking on any of these metrics, we can also click anywhere in here and see those thirty-three people, for example. And again, open that profile and see that full journey there. Now, again, out of the box with our pixel, you get countries, uh, you also get region and city tracked. So this is all based off IP address.

And we can kinda hover over and see, you know, are we getting any leads and customers in different parts of the world there. And that can kinda tell us, you know, hey, maybe we need to target certain places we didn't know, you know, where we were performing, uh, well before we, you know, seeing this information.

So, and another thing we like to look at is the city. So we might wanna know, hey, which cities are bringing in the most leads or the most, uh, revenue here? Now we know, hey, this city or country or region is, you know, pulling in a good chunk of change there, and maybe we need to target our ads in that region, or we need to, you know, focus on acquiring more, uh, leads and customers from those areas there.

Now, segments are gonna be all about the contact tags from your CRM or email tool. And what this says is that here's the contact tags in the left column here, and then we can show how many new leads have been applied these tags in the timeframe. And those nineteen hundred leads have brought in about one hundred and fifty K in revenue for this much lead value.

Now, we can also track lists and, um, other, uh, fields that you might have about those contacts here as well. But again, these are coming directly from your email tool. Now below, we've got some light multi-touch journey tracking. Um, so basically what this says is it tells a-- paints a picture of, you know, people that came in on a specific, uh, channel here most oftentimes moved through your system throughout these various channels all the way up to a purchase, okay?

So we can kinda see of the, you know, two thousand people that came in through paid, moved on to another channel. Some of them opted in, some of them hit another paid channel, some of them actually purchased right away, which is great. And we can kinda move on and see, you know, did anybody purchase anywhere throughout these journeys here.

So it kinda tells people that hit this channel most commonly also hit maybe an email or, you know, a referral or whatever that other channel might be. Now, moving on from the acquisition. Again, acquisition is all about your new acquisition, whether that's leads or brand-new customers. So these are people that are in your system that you never had in your system previous to whatever that date range is that you place up there.

Next, I wanna move on to the advertising report. Now, the advertising report is all about your paid ads. So that's gonna be your Facebook ads, your Google ads, you know, your Twitter ads, your TikTok ads, um, really any ad platform now, you know, ChatGPT ads as well. So AI is the big thing here. Now, directly what we get from those platforms is gonna be your ad spend, and you're also gonna get your campaign information, like your campaign names, your ad set names, and your, um, ad names.

We're gonna get impressions and clicks directly from that channel. The combination of that, what we get directly from those platforms as well as our pixel tracking is, uh, how we piece together and say, "Okay, of this ad spend, we were able to acquire fourteen hundred new leads from these ads." And that's holistically from every single ad you have in play, whether that's from the different platforms.

And the way we know that is that, you know, somebody clicks an ad, they land on your page, our pixel immediately understands, like, hey, this came from an ad. Uh, they opt in, they're in your email system, and now we know that that's a new lead to you. So of this ad spend, we acquired, you know, fourteen hundred new leads, and now we're able to give you a cost per new lead at a hundred dollars right here, whatever that might be, depending on, you know, new leads divided into your current ad spend.

How many of those new leads, uh, became customers, or how many customers did we acquire from people that, um, clicked the ad in that timeframe? How much revenue came from those people? And a return on ad spend, getting the revenue divided into the ad spend. All right? Now, again, just like on any of the reports, we can click on the hundred and seventy-nine people, and we'll give you a hundred and seventy-nine email addresses, hundred and seventy-nine names, and all the purchases that they made.

So again, we'll jump in here, and we can see, you know, all of the different paid channels here and the purchase. Now, the way this works is the purchase has to come after an ad click for them to be called a customer. Again, I can, you know, change that date range there. I can look at first versus last touch.

So it was the first engaged ad in the timeframe that led to a purchase or the last touched ad in the timeframe that led to a purchase. And down below is where you're gonna really get to dive into those individual campaigns, ad sets, and ads. Now, if I go down to the ad level and I wanna know which ad is bringing in the best ROI, so I can filter by ROAS.

And now I can see, okay, this, you know, testimonial ad is really bringing in some good, uh, numbers here. So spent about eighty-four hundred dollars on that- Got 230 leads, 22 customers, and those 22 customers generated about 25K in revenue for me. So now we get a cost per click, cost per lead, customer acquisition cost, or if I wanna know, hey, what's my lowest customer acquisition cost or what's my lowest, uh, cost per lead?

Now I know where I can, you know, start prioritizing more of my budget towards. And in the opposite of that, now I wanna know, hey, which p- ads aren't performing very well? I have a 15% ROAS on there. I haven't made nearly close to my money back there, so maybe that's a good indicator depending on how long I've been running that ad.

Maybe I should shut that down or I need to find a way to, you know, make the messaging more clear or optimize that, that ad a little bit better there, okay?

Now, just like you saw in the acquisition report, we see some, uh, map. We see some regions here, uh, knowing where those leads are coming from, and we can also see the different pages. So if we have multiple landing pages in play there, our leads... or, sorry, our ads are going to, uh, different pages, we're gonna know that here, and we can see how much spend and clicks and leads and cost per lead required from people that hit that page.

Now, ad attributed orders here is gonna be a list of the products that are sold from people that are clicking our ads. So we can see, you know, hey, our best performing, um, product here is this Launching a Marketing Plan. We had two hundred and twenty four orders for about two hundred and twenty four thousand dollars.

So that's a good indicator of, hey, these ads are selling this product really well. Um, or if we, you know, have a, a product that's not selling as much, we'll know that here as well. We can kinda, you know, hone in and optimize based on the information we're seeing here. Now, the ad engage segments are gonna be the segments in your tagged se-- um, contact tags inside of your, uh, CRM email tool.

So you see people that click these ads also have these tags and have, you know, this many new peop-- or this many new people have this tag applied to them in the timeframe. This many customers came from those people, and we have this much revenue coming from people that have these tags. Okay? And then orders from ads are gonna be pretty similar to the ad attributed orders.

Um, you know, best performing products, how many orders and revenue is coming from them. And moving on,

I wanna move on to the engagement dashboard. This engagement dashboard is a really good way to understand and get insight into the health of your list. I'm-- When I say list, I'm talking about your email tool list.

So when you connect up to your email tool, we get all the contacts, uh, imported into SegMetrics. And now here we're gonna show you those are the total number of contacts that we've pulled in from your, uh, email tool, whether they're new, old, you know, everyone. And of those contacts, X number of people have engaged with you in this timeframe.

Now, what does engagement mean, right? So this could be people that are, you know, clicking links, that are opening emails, that are making a purchase, um, clicking ads. So anything that our system can track from a purchase, a click, like an ad click, or any sort of click there or visit to a website, that'll tell you, you know, that many people have engaged with you in that timeframe.

An engagement percentage, so the percentage of engaged contacts to all contacts, and purchase rate of those engaged contacts and engagement value, so... And the lead age, average lead age of the people on your list, essentially. Now here we can kinda see people that have subscribed and unsubscribed. And again, click on the different tiles here, and you can see different graphs and metrics here as well.

All right. Now, email performance is going to be, you know, a way to track your best-performing emails. Okay? Email performance, setting specific UTMs to, uh, the links in your emails is gonna be the best way to track here. Now, UTM campaign, any value you've set to your UTM campaign will show up here that have been clicked, and we can see how many leads and orders and revenue have come from people that click that.

Subject line, if you map the subject line to UTM content, that's a good way to see each individual email in the view here. So whether that's email one, two, three, four, five, or if you add more specific names to your, uh, emails for their subject line, map that to UTM content, that value, and then we're gonna be able to tell you which, um, emails are performing best.

And that's where the attribution, uh, selector here can come into play. So what was the last touched email that people clicked before they made their purchase?

So based on this, email three is gonna be your best performing email there. So click the five, get those five people, and you can kind of again jump into that journey and see how much revenue was acquired by that or the first touched email X, Y, and Z. So with web performance, you're gonna again see the pages on your website, the pages on your landing pages, um, and see how many orders, leads, and revenue came from those people landing on those pages.

Now again, all the UTM, uh, values are available here. So we can see UTM content. Again, this will be your subject lines again. Uh, channel as well, seeing the different channels as well as the referrer would be like the dot coms. So facebook.com, claude.ai, openai.com, Life Hacker, Twitter, Google, um, kind of see those domains that people are hitting as well.

Now engagement retention is gonna be all about people with these tags have stayed engaged with you in a percentage-wise for this length of time, eighteen months essentially. So here we can see this particular tag that was applied to people in your email tool have stayed engaged with you at this percentage rate over the last eighteen months.

Okay, so now you can kind of go through here. That kind of gives you a good idea about people that have a specific tag. Hey, are they really engaging with you? And gives you a good idea of maybe the people that you can really hone in on and those segments you can hone in on to find those people and even, you know, market to them more, re-engage with them.

And one other thing we can kind of take a look at here is if we apply any filters at the top, now all the data is, uh, zoning in on the people that satisfy those filters. So I can apply filters for contact information, you know, whether that's, um, marketing status of subscribed, unsubscribed, LTV, uh, contact age, custom fields Tags and lists, again, coming directly from your email tool.

So now I can filter by specific tags here, like, let's do something generic like newsletter. And now all the data we see here pertains to people that have had that newsletter tag applied to them, whether that's in the date range or, you know, any other time period that you can kinda look in on there as well.

Now moving on to Nurture.

Nurture is gonna be about your tags. So your tags in-- that are being applied to your contacts in your email tool. Now, leads, new leads, customers, again, in the timeframe. And you'll kinda notice that that is similar across all these dashboards and reports is everything's really based off a timeframe here.

Now you have leads. This is the total number of leads from... or kind of think of it as contacts in your email tool that have been applied a tag in that timeframe. How many of them are new leads, right? People that were also created in your email tool in that timeframe and also had a tag applied to them.

Customers, uh, purchase rate, revenue, and lead value. So this kinda gives you a good idea of which tags people are being applied that also result in customers and revenue and a high lead value, which is what you're looking for there, and which channels people are hitting that have those tags. Tagging orbit gives you an idea of people that have this tag, also were commonly applied this tag, then that tag, then that tag.

So it kinda gives you an idea of, you know, that tagging structure and how... the order in which people are being applied tags. Now, the velocity report here is... shows you how people have grown in, um, value or total number of customers over that timeframe, people that were being tagged.

So moving on to the orders dashboard here. Now, orders is primarily looking at the integration that is connected for your payment processor, your revenue, your orders. And what we do is we combine that data with the data from your email tool. So we have an order that came in from, you know, john@email.com, and we then look for john@email.com in your email tool, then we connect those dots there and then any other click data as well.

So this should provide a pretty good holistic view of the total number of orders, customers, revenue that was captured by your business over the time frame of the report. All right? So we know we have six hundred and twenty-seven orders, we've got five hundred and eleven customers, we got X amount of revenue.

Revenue collected is gonna be the total amount of revenue that was actually collected, cash in bank. Now we know that because if an order is either still processing or has been unfulfilled, um, or maybe failed payments or, um, for some reason, maybe the credit card didn't go through when the customer tried to place that order, um, that percentage will change based on that.

Average order value is the total number of orders divided into the revenue, and the customer value, total number of customers into the revenue to get us an average customer and order value there. Now again, clicking on any of these changes the visual there. And here we can see the top products that were bought by those customers, uh, in the report.

We can see, uh, how many orders and revenue were there.

Um, deals, we're gonna get into deals pipeline here next, but that's gonna be your opportunities and deals from your pipelines. And product type, whether that a subscription plan or one-time purchase, um, those will show up there as well. Now top order sources are gonna be the people that are buying or placing orders in this time frame most commonly hit these channels.

So the paid channel again is right there at top, two hundred and seventy-four orders, hundred and seventy-four thousand in revenue. So that tells me that my paid ads are working. Um, and I can kind of take a look at these other channels. Is email providing any, um, uh, revenue? Is AI search? Is social? It's organic social.

Again, customer segments are gonna be the people on your email tool with these lists applied or these tags and lists applied, how many orders and revenue. And then a product orbit is gonna give you an idea of people that bought this product most commonly bought this product as well. Now moving on to the deals pipeline report or dashboard.

Deals pipeline is gonna be specific to certain email tools and CRMs that have the feature like, you know, an opportunities or a pipeline, you know, like a sales pipeline feature. This is gonna be ActiveCampaign, HubSpot, um, HighLevel, a number of others, uh, really where you can kind of track a prospect all the way through to hopefully a customer there.

Now, in that world, we see deals open, deals won, amount open, amount won, win rate, and time to close. Now, this gives you a good idea of, you know, hey, what's my win rates? From the time-- from when I open up a new deal or opportunity, uh, and close that out and actually win that opportunity, what's that win rate there?

And time to close, I'm gonna give you an average amount of time in days that it takes you or your sales team to close out deals there and, and make some money off those. Now, down below, we're gonna see the top sources. Again, is gonna show you where are these deals or opportunities most commonly coming from, the paid ads, um, whether that's organic search or whatever there.

And we can kinda see the open and won there. We can also see the different, uh, UTM values that are in play there. These are gonna be your individual current deals, um, pipelines and stages, uh, won or my, my most recently won deals there and how much value did those bring in. We could also see lost deals as well.

These are the ones that we weren't able to close, the ones that, um, you know, we didn't collect any revenue from as well. And then the pipeline performance as well. It's gonna be the different stages and, um, different pipelines in play. So these are gonna be your, your specific, uh, overarching pipelines with the different stages within that pipeline and how many deals are open, won, the win rate of people in those stages, and time to close as well.

And again, lead segments, here's gonna be your tags and lists. People with these tags or these lists have open deals, have won deals, have closed deals.

Now I want to move on to the subscription. The subscription Uh, the subscription dashboard here, it's all about your monthly recurring, uh, products. So whether you're SaaS, whether you're-- you know, you have a community that pays you a monthly fee to, to join that or a, you know, an educational, um, or course creator might have this as well, where, you know, your customer pays you, you know, a hundred dollars a month to be a part of your community or get content or access to different information or products of yours.

So showing active MRR, that's gonna be your total MRR. And then again, these are all coming from your payment processors as well. Um, this is total active MRR. Trial MRR, if you have a trial phase, it's most common for SaaS companies. Um, so SegMetrics has a fourteen-day free trial, and this would tell us, you know, of the people that are in that fourteen-day free trial currently, what's the potential MRR we could win from those people if they move on to being paid customers?

New MRR is gonna be the MRR won from people that became active in those subscriptions in the timeframe of the report. We can also see churned MRR, how many, you know, of the people that canceled in this timeframe, how much of that MRR did we lose? Total number of active subscriptions that are marked as active in that timeframe.

New subscriptions that were added in that timeframe. Uh, average subscription age. And we got some more here. Average revenue per users. That can... Good indicator of, you know, hey, on average, how much are my users paying me every single month to be, you know, use my products or my services or be a part of my community here?

Total number of cancellations in that timeframe, and then again, revenue churn, user churn. Time until cancel, that's a great metric to tell you, you know, on average, how long do people stick with you, uh, before canceling? So you kinda know, you know, if you have a longer time till cancel, you know, there's-- maybe there's certain ways you can re-engage with them at this mark to, you know, maybe prevent them from churning over.

Uh, new trials and active trials. Again, if you have a trial phase in your subscription products, um, tells you how many active trials there are and

Now down below again, where are those, uh, subscriptions coming from most commonly? Which channels are bringing in those subscriptions and how much MRR? So now we can see paid channels bringing in that MRR, bringing in those actives and trials and, um, has the churn rate there. And what's our top-performing products here?

So VIP community has the highest MRR, has the most-- And this is kind of interesting here. It has the most MRR, but the least active. Now, the VIP community is probably a higher ticket, uh, monthly, but it kind of shows that it's not always necessarily the most customers that bring in the most MRR, right? So we can have some trials here, we have some churn rates here.

Kind of might tell you, "Hey, maybe I need to, you know, really, you know, put more effort and budget towards advertising my community here." Now, cohort and retention is gonna show you, you know, over the timeframe, uh, how, how you retain your customers over, you know, the f- month one all the way up to, you know, over a year.

How many of those active subscriptions are being retained month to month, essentially.

So next up I'm gonna demonstrate the MCP server. So the MCP server is basically a standardized bridge that securely connects AI models to external tools, databases, and data sources. And in essence, SegMetrics is basically a database for all of your marketing data and marketing performance data. And so what that does is once connected to your AI tool, whether that's Claude, ChatGPT, Gemini, or a number of others that we currently integrate with, you can start asking it questions about the data that you have inside of SegMetrics.

So anything as simple as, how many leads did I get last year or last quarter? You know, how much revenue did I earn? You know, what's my best performing products? Um, so here I have a pretty simple question. What are my best performing traffic sources? And Claude has returned some data. Then this data is again, is coming directly from your SegMetrics account and just breaks it down here for me in a table so I can see, you know, direct referral search.

Um, basically a breakdown top to bottom for how much as, you know, based on how much revenue I'm earning from each of those channels. Give me some visitors, opt-in rates, and visitor to customer rate. But the cool thing about this is that it goes a step further and gives you a little bit of insight and maybe some additional things to think about, um, based on the data that was presented here.

So highest revenue overall tells you, you know, gives you an idea of which channel is, is outperforming the others. Um, also some insight into the weakest performing. Uh, you know, some, some conclusion here. You know, referral is probably your best lever to lean on. It's already prov, uh, providing it converts at scale, which is some great insight there.

But another cool thing about this is that we can open the full report to see that data also inside the SegMetrics account. So this is the table it pulled from. You can also expand on this report. If I wanted to add more metrics here or dimensions, I can save this report and re-access this report, you know, basically whenever I want.

Coming back, um, you know, another question is, you know, which channels are bringing in my best customers? So this gives me some insight in ranking channels by, uh, revenue and customers. And the cool thing about this is it gives me the best, um, performing channel here, and it's interesting 'cause it's only for customers from, from the AI channel.

Um, but the highest, uh, earning customers here, about $4,300 on average, nearly three times the next best channel. So that kind of tells me that, hey, people are finding me through, uh, AI channels like ChatGPT or Gemini or Claude, and maybe I need to look at, hey, how can I kind of optimize that and, you know, throw content out there and that would get me discovered on these particular AI platforms.

Um, tells me email is the best channel at, uh, real volume, how many customers, how much each one is worth, uh, s- and what brings in the least value customers. So social, so maybe if I'm spending a lot of time, you know, with social posts or organic social, um, you know, that kind of tells me like, hey, maybe I'm, I'm, uh, allotting my resources and my time, you know, into the wrong type of channels, uh, this...

that aren't really working for me. Um, again, full report here. But the cool thing about this is you can ask it more advanced questions. Um, so based on this last question I asked, right? Which channels are bringing in the best customers? Um, as I notice here, my paid channel isn't performing all that great.

So next thing I wanna do is I wanna ask, you know, "Why do you think my paid channel isn't performing better?" So AI digs into it, um, and it kind of gives me some insight here. It gives me a diagnosis. Um, you know, this isn't really a paid channel. Uh, is bad performing, uh, it's maybe a tracking problem, so it kind of gives me more breakdown here.

Now here it says, you know, Facebook traffic looks like a real, if smaller, problem. So nine-- around nearly ten thousand visitors, about a two point one opt-in rate, but only one customer worth about four hundred and twenty-four dollars out of all of that. So seems like tracking's working, um, but maybe a genuine mismatch between the audience, creative, and what converts.

So maybe I'm, you know, my content or my positioning in my ads, uh, isn't really hitting the mark with my audience. So it's worth to take a look at, you know, maybe ad targeting or offer, you know, different relevant products or maybe rethink, uh, my positioning in my paid ads.

So in the end, uh, the MCP server is a really great way to not only, you know, ask your AI platform some really simple basic questions, but also, uh, gives you more insight into where you should maybe start looking or spending more time or giving you advice on, you know, maybe what's working and what's not working.

Another cool thing about these types of prompts is, you know, it kind of asks you follow-up questions, like want me to check whether the untagged paid traffic shares any identifiable pattern. So I say yes or no.

You know, if I say yes, it's gonna kind of di-dive deeper into this, uh, bucket of data and provide some more insight to me.

All right, so up next I'm going to cover the dashboard reports and segments features here. So what you see here is a dashboard.

A dashboard is essentially a collection of widgets, uh, displaying different metrics. So it's a way for you to customize and set up a visual in the way that you want to see your data.

Now, if I edit this dashboard here, I can, you know, double-click in any of these widgets and change things like the title, the data lens it's pulling from, uh, the attribution model, the visualization. Uh, if I wanted this to look like a bar chart, a pie chart, a table, I can change that up there. Change date ranges and change the metrics.

So for instance, if I didn't want to see ad spend here and I wanted to see, you know, uh, new lead value, I just change that metrics and click Save. And now that changes the metric that I'm seeing in that individual particular widget without changing anything about any of the other, uh, widgets here. Uh, you can change out the layout.

Um, so if I wanted this widget to be a different color, um, you know, let's say I want this to be green, I can choose that, and that back-- gives it a background of green. So it's a way for you to organize your data and your metrics in a more visually, uh, pleasing way that works for you or your team or your business.

Now, we have a number of dashboard widgets, which is-- or sorry, dashboard, uh, templates, which is what this is, is the Ad Performance dashboard. So when I create a new dashboard

It allows me to select, you know, from a number of different, uh, pre-built templates here. Um, so I get something out of the box and I don't have to start from scratch. Or you also have the option to start from scratch, which essentially gives you a blank canvas here. And now I can start, you know, pulling these widgets out And now I can organize them and give them, you know Uh, so I can really build the ideal dashboard for myself, my business, or my team.

And I can rename these dashboards

Now the cool thing about all of these dashboards is that you can actually share them with your team through a URL. So this means this is a public viewing, viewed UR-URL. Um, my team or anybody else that I wanna show this dashboard to actually doesn't have to have, uh, any sort of login access or be a member or have a seat on the account.

So if I grab this URL and throw it in browser, now I can see basically a static version of this dashboard, and whoever's viewing it isn't able to edit it or, you know, move things around. So it, it, you know, no one, no one can have, uh, the option to change anything about it, really for view only there. Now another thing about these dashboards is that you can change up, um, and add specific filters to the entire dashboard.

So if I want, you know... Let's go back to

My ad performance dashboard here. Now the cool thing about these dashboards is that if I want to may, maybe, you know, filter this entire dashboard by a specific ad platform, right? So I can edit the page, I can add this filter, and if I want this to be, let's say, just my Facebook or Meta Ads dashboard. I apply this filter and now every single widget, um, pulls data just from the relevant ad platform, whether that's Facebook, Google, or a number of others.

You know, I can add more filters here and make this only apply to brand-new contacts in the timeframe

I can change out the date range here To any specific date range or a rolling date range. So if I want to see, you know, last sixty days, I can change that. That expands all the widgets out to sixty days without having to go into every single one and change that up. Now, moving on to, uh, reports.

Reports are your way to create, um, basically individual, uh, uh, reports that you can save and pull up later.

So if I wanted to, you know, create a new traffic source report, it comes with some out-of-the-box, uh, report fields and dimensions and metrics. Now, of course, I can fully customize this dashboard. So if I didn't want to see channel, if I wanted to see something like, you know, UTM source there, that changes up that dimension.

I can, you know, remove different metrics. I can add new metrics here. I can add m- more dimensions. So if I wanted to see UTM source along with my channel, I can do that as well I can reorder these in terms of where they land in the, uh, table here as well. And I can also change up things like the data lens it's pulled from, the attribution model.

So if I wanted to see just first click information, I can change that here. I can rename my report Save that, and I can save this report, and now this report becomes available, um, in my Reports tab here. So all I gotta do is click on that report, pulls it up, and I don't have to add any, um, or recreate that report every single time I wanna see this information.

Now, segments are essentially saved filter sets. So, you know, if I wanted to create a segment for, you know, certain filters like, uh, ad platform, um, products, uh, tags, things like that. So I could call this, um, webinar attendees. Let's say I wanna, you know, find everybody who has attended my webinar based on a specific tag or something like that.

I can do that here. Now, there's different types of filters, um, or sorry, segments here. Contact cohort, this basically attaches those filters at the person level or the people level, the c- the contact level, and will return anybody who has those particular, um, attributes, or the filter collection is just setting up a set of filters to apply to my dashboards and my reports.

So again, like I want to s- find anybody that has my attended. So webinar attend Create segment. Now I can go into any of my dashboards or reports. I'll just go back to the acquisition here. And now instead of adding, you know, going through and adding my tags, my lists, whatever that is, I can then just create

So now instead of having to apply, you know, all the filters that I would've had in a segment directly to the report or the dashboard, I can just select my webinar attendee, apply that filter, and now that's going to essentially, on the back end, apply all the filters that I would've had added to that segment or the cohort segment directly to this report.

And any, uh, lead or customer or, you know, other information here is gonna only be relevant or filtered by those particular segments.

Okay, so up next I'm going to cover some other features that we can see here, uh, such as data monitors, tracking links, and marketing log.

So starting with data monitors, data monitors are really ways for you to set up certain benchmarks, uh, for different metrics. So, you know, if you wanna set up a, a metric alert and alert people on your team, like let's say if, you know, new leads from ads drops below a certain amount, or, um, goes above a certain benchmark, you also want to notify that as well.

Kinda gives you, uh, an idea of, you know, hey, things are happening, and the way for you to, uh, take action and act on those specific, uh, benchmarks or notifications, uh, before it really becomes a problem in some cases. So here we have an example, uh, for new leads, uh, from ads. So I would select, you know, if I wanna know, hey, I wanna know if Uh, my new leads from ads drops below 125 in the last seven days.

So now we can see, uh, we set the lens here. We can add specific filters if we wanna know, hey, this is just from, you know, specific ads or campaigns or specific accounts like my Meta or my Google Ads account. I can set those filters there. And I set a date range and less than, or maybe I wanna know if it increases or decreases by a s- specific percentage, um, by more than, or changes by more than.

Um, set the ac- set the, uh, duration there that I wanna monitor that particular metric. Um, can set that to active or if I don't need that any longer and I just wanna pause it, I might reactivate that later. Uh, and then I also have the option to send these alerts to people on my team. So send to, I can select a new, uh, notification channel.

Two options here, uh, whether that's email, I can send that to specific people, um, on the team or to s- uh, Slack channels as well. So if I have a team Slack and I wanna send that to a specific, uh, channel within my Slack, uh, then SegMetrics will send out a notification for that, um, when a certain benchmark is either met or not met, essentially.

The next up is tracking links. Tracking links are a way for you to build out, uh, certain links inside of SegMetrics, uh, with UTMs that you can use inside of your, you know, marketing, uh, content. So if I take a look at this one, we have an example here. So basically a way for you to build a link with specific UTMs here.

So now you add your website URL, uh, and you can add different, um, you know, sources, uh, mediums, uh, campaigns, content, and term. When I update this link, it saves it and I can copy that link. And let's say I wanna use this in an email or in, uh, a social post or within my ads. Now I can just easily copy that link, take that, and put that into all of my content.

So just a way for you to kind of build links, not required, but, um, just an easier way for you to build out your links.

A marketing log is a way for you to basically track and visualize different things that change throughout your marketing tactic. Like let's say a sale or a promo you're, uh, you started, um, and you wanna see visually, you know, how does that sale or promo compare to other, um, timeframes within your dashboards.

So I have just a simple example here. Let's say we started a sale and promo on June 1st, and it ended on June 30th. Um, now if I edit this, I can select an icon to see that visually on the dashboards. Uh, I can add other tags, um, content, you know, just some information about this, so if someone on my team is looking at it, I better understand what this is about.

Now, where this becomes helpful is that if I open a, let's say, an orders report, and I encompass the date range that those, uh, changes happened, now I can see based on the icon, uh, a visual point on these charts here. So now I can see either orders or customers. Did I see any dips or valleys? Did I increase sales during that time?

So it kinda gives you a way to see how, uh, visually effective those promos or those changes were, whether that's like a change to an ad, maybe released, uh, or, uh, activated a new ad. You launched a new, uh, product. Y- you know, now you can visually see those changes here on the graph.

Now, another thing here is the insights.

Now, insights are ways for you to just kind of see some basic performance metrics here. So how many new contacts were added to my list this month? And it gives you the number here. You can also then jump out and view that full report or dashboard there as well

All right. Well, thanks for watching. And if you'd like to start your free 14-day trial of SegMetrics, just head over to segmetrics.io and click Get Started for free. If you have any questions about our pricing, go to our pricing page

Take a look at the three plans that we have to offer. If you have any questions, please reach out to us directly at help.segmetrics.io. We'll see you soon