Reporting Segments allow you to quickly filter pipeline data and save those filters for future use. Segments help you focus on the opportunities that matter most by displaying only the opportunities that meet your defined criteria.

Segments can be created using filters such as tags, opportunity types, pipeline stages, agencies, contract vehicles, or custom fields.

A Segment is a saved set of filters applied to a pipeline or reporting dashboard.

Instead of reapplying filters every time, Segments allow you to instantly switch between predefined pipeline views.

Segments help ensure reporting consistency across teams while also allowing personalized views.

Define exactly which opportunities appear by applying filters based on:

Once saved, the segment can be reused at any time.

Workspace administrators can define a default segment for a pipeline.

This ensures all users see a consistent, standardized reporting view when accessing the pipeline.

Individual users can select their own default segment.

This allows each user to automatically see their preferred pipeline view when logging in, without affecting other users.

Organizations use Reporting Segments to improve reporting accuracy and focus pipeline analysis.

Filter out opportunities that artificially inflate pipeline value, such as:

This helps produce more realistic pipeline forecasts.

Remove exploratory or low-probability opportunities to focus on qualified pipeline.

This improves forecast reliability and leadership confidence.

Create segments that show only specific subsets of pipeline, such as:

This helps teams focus on actionable pipeline.

Follow these steps to create a new Reporting Segment:

The segment will now be available in the Segments dropdown.

NextStage supports both workspace-level and personal default segments.

Users can switch between segments at any time using the Segments dropdown.

Reporting Segments help organizations:

Segments are especially valuable during pipeline reviews, forecast calls, and capture planning.