Connect SharpSpring
Authorize or configure Maven from the Data Sources screen, then pick the account and workspace to sync.
CRM & marketing automation integration
SharpSpring reporting & pipeline
Turn SharpSpring pipeline, leads, and email marketing into governed revenue reporting your whole team can trust.
What you can do with SharpSpring in Maven
Maven connects SharpSpring and models opportunities, deal stages, leads, campaigns, and email into governed CRM and marketing-automation metrics. Track pipeline value, weighted pipeline, win rate, and average days to close alongside the full lead funnel, MQL rate, SQL rate, and lead conversion rate, then break every result down by stage, pipeline, owner, lead source, or lifecycle stage. Report SharpSpring email engagement, sends, unique opens, click rate, and attributed revenue, beside the pipeline it drives, and tie closed deals back to the Google Ads and Facebook campaigns that sourced them.
What you can measure
79 SharpSpring metrics you can use consistently
Maven keeps SharpSpring numbers consistent across dashboards, reports, and answers so the team is not debating which spreadsheet is right.
Deal Count
CRM deals or franchise-sales leads at deal grain
Deal Amount
CRM deal amount for monetary CRM opportunities; FranConnect lead rows have no amount
Weighted Pipeline
Pipeline amount weighted by stage probability
Won Deals
Deals marked closed-won at the CRM stage outcome
Closed Deals
CRM deals whose stage outcome is won or lost
Avg Days to Close
Average days from creation to close
Avg Open Deal Age
Average age of currently-open deals in days (creation to today)
Win Rate
Closed-won deals divided by all closed deals
Avg Deal Size
Average CRM deal amount calculated from deal amount divided by deal count
Show all 79 metricsShow fewer
Average Days in Current Stage
Average number of days open deals have remained in their current pipeline stage
Average Forecast Probability
Average CRM forecast probability across deals that provide a forecast probability
Average Stage Probability
Average pipeline-stage probability across represented CRM deals
Stage Display Order
Forecast Amount
Num Contacts
Lead Count
CRM leads or contacts at lead/contact grain
MQL Leads
CRM leads or contacts whose conformed lifecycle stage is marketing-qualified lead
SQL Leads
CRM leads or contacts whose conformed lifecycle stage is sales-qualified lead
Qualified Leads
CRM leads or contacts marked qualified by native or inferred lifecycle evidence
Converted Leads
CRM leads or contacts marked converted by native or inferred lifecycle evidence
Customer-Matched Leads
CRM leads or contacts that resolve to ecommerce customer identity
MQL Rate
Marketing-qualified CRM leads divided by all CRM leads
SQL Rate
Sales-qualified CRM leads divided by all CRM leads
Lead Qualification Rate
Qualified CRM leads divided by all CRM leads
Lead Conversion Rate
Converted CRM leads divided by all CRM leads
Lead Customer Match Rate
CRM leads matched to ecommerce customers divided by all CRM leads
Average Lead Score
Average native lead score across CRM leads that provide a score
CRM Deal Associations
CRM deal association rows or summary counts
CRM Deal-Contact Associations
CRM deal-to-contact associations where native contact IDs are available
CRM Deal-Account Associations
CRM deal-to-account associations where native account IDs are available
CRM Stage Events
CRM stage/property history events plus current-stage observations
CRM Current Stage Observations
Current-stage snapshot observations in the CRM stage history surface
Open Deals (Snapshot)
Open deals in the pipeline as of each snapshot date
Open Pipeline Value
Open deal amount in the pipeline as of each snapshot date
Weighted Pipeline (Snapshot)
Probability-weighted open pipeline value as of each snapshot date
Won Deals (Snapshot)
Cumulative closed-won deals as of each snapshot date
Lost Deals (Snapshot)
Cumulative closed-lost deals as of each snapshot date
Snapshot Deal Count
Deals in the stage as of the snapshot date.
Snapshot Closed Amount
Cumulative closed deal amount as of the snapshot date.
Emails Sent
Emails sent by connected email platforms at send grain
Emails Delivered
Emails delivered by connected email platforms at send grain
Email Opens
Email opens including repeat opens at send grain
Unique Opens
Unique recipients or profiles that opened at send grain
Email Clicks
Email clicks including repeat clicks at send grain
Unique Clicks
Unique recipients or profiles that clicked at send grain
Email Bounces
Bounced emails from connected email send performance rows
Email Unsubscribes
Unsubscribes from connected email send performance rows
Open Rate
Unique opens divided by emails delivered
Click Rate
Unique clicks divided by emails delivered
Iterable Messages Sent
Messages sent by Iterable
Iterable Message Opens
Message opens reported by Iterable
Iterable Message Clicks
Message clicks reported by Iterable
Iterable Message Bounces
Message bounces reported by Iterable
Iterable Unsubscribes
Unsubscribes reported by Iterable
Iterable Conversions
Conversions reported by Iterable
Iterable Revenue
Revenue attributed by Iterable
SMS Bounces
SMS message bounces across connected messaging platforms
SMS Clicks
SMS message clicks across connected messaging platforms
SMS Delivered
SMS messages delivered across connected messaging platforms
SMS Unsubscribes
SMS unsubscribes across connected messaging platforms
SMS Messages Sent
SMS messages sent across connected messaging platforms
SMS Messages Received
SMS messages received across connected messaging platforms
Push Messages Sent
Push messages sent across connected messaging platforms
Push Message Opens
Push opens across connected messaging platforms
Push Message Bounces
Push bounces across connected messaging platforms
Iterable SMS Bounces
SMS bounces reported by Iterable
SMS Attributed Orders
Orders attributed to SMS sends
SMS Attributed Revenue
Revenue attributed to SMS sends
Message Processed
Message Recipient Count
Message Dropped
Email Spam Reports
Spam or abuse reports from connected email send performance rows.
Message Unsubscribe Event Count
Email Replies
Replies received from connected email send performance rows.
Email Attributed Orders
Orders attributed to the send by the email platform.
Message Ecommerce Spent
Email Attributed Revenue
Revenue attributed to the send by the email platform.
Message Complaints
Message Purchases
Questions you can ask
Just ask Maven about SharpSpring
Maven’s agent answers in plain language with the right metric definitions applied automatically. These are real, verified questions it can run today.
What is our deal pipeline value by stage for deals created in the last 90 days?
Show closed deals by stage
Show average days to close by owner
Show average open deal age by owner
Show open pipeline by stage
Show won and lost deals in the latest pipeline snapshot by stage
Show closed amount by pipeline in the latest pipeline snapshot
How many ServiceTitan bookings did we get in the last 30 days?
How it works
Connect SharpSpring, then map the first workflow
No SQL, no warehouse setup, no data engineer. Connect the source, then Maven models the fields needed for the first trusted workflow.
Maven syncs and models the data
Maven pulls your SharpSpring data (6 objects) and models it into governed, conformed tables, no SQL, warehouse, or pipeline setup required.
Report, ask, and automate
Ask questions in natural language with the Maven agent, drop the metrics into dashboards, set alerts on what matters, and schedule deliveries to your team.
What Maven syncs from SharpSpring
OpportunitiesDeal stagesLeadsCampaignsEmailsEmail jobs
Works well with
Report SharpSpring alongside the rest of your stack
FAQ
SharpSpring reporting questions
What SharpSpring metrics can I report on in Maven?
Maven exposes 79 governed SharpSpring metrics, including Deal Count, Deal Amount, Weighted Pipeline, Won Deals, Closed Deals and Avg Days to Close, each defined once so it means the same thing in every report.
What can I break SharpSpring performance down by?
You can break SharpSpring metrics down by Deal Name, Pipeline, Deal stage, Stage Probability, Stage outcome, Source Timezone, Close date and Forecast Probability, and more.
Can I combine SharpSpring with other data sources?
Yes. SharpSpring reports alongside sources like Google Ads, Facebook Ads, Google Analytics 4, Google Search Console and Shopify. Maven models every source into one governed layer, so you can blend them in a single dashboard, report, or question.
How often does SharpSpring data sync to Maven?
Maven syncs SharpSpring automatically: a fast first source pull after connecting, then scheduled refreshes that keep reports current. The last successful sync time is always visible, so you know the source data is fresh before it feeds a trusted reporting workflow.
Can Maven report SharpSpring CRM pipeline and email marketing together?
Yes. Maven models SharpSpring opportunities, deal stages, and lead funnel alongside email sends and engagement, so the same workspace can answer pipeline questions, value, win rate, and days to close by stage or owner, and email-performance questions like open rate, click rate, and attributed revenue by campaign.
Is my SharpSpring data secure with Maven?
Yes. Maven encrypts integration credentials and tokens, scopes access to the workspace, and uses the connection only to sync the reporting data needed for governed analytics.
Ready to make client reporting easier to run, and easier to defend?
Bring one recurring report, disputed metric, or client workflow. We'll show where the time goes, what can be trusted now, and how Maven would improve it.
We'll review the workflow behind one client report
You'll see what Maven can own across data, QA, and delivery
No pitch deck. No pressure. 20 minutes.
