What is a Funnel?
Funnels help you focus your analysis on the key steps of your users' journeys and measures how many of them drop off between each step. Funnels allow you to get a closer look at the steps where users convert the best, identify potential usability issues, and prioritize areas for improvement.
By adding Funnels to Dashboards, alongside other widgets, you can gain a comprehensive view of your analysis and monitor performance over time.
How to add a funnel to a Dashboard
There are two ways to create and add funnels to a Dashboard:
- Create and add a funnel via the Funnels capability
- Create a funnel directly from a Dashboard
Add to Dashboard from Funnels
Create your funnel in the Funnels capability and then use the ‘Add to Dashboard’ button to add it to your preferred Dashboard.
Learn how to create a funnel and add it to a Dashboard.
Once added, your funnel will be displayed on a widget in the Dashboard you chose.
Create a funnel from a Dashboard
To create a funnel within a Dashboard, click the ‘Add widget’ button and select the Funnels option. Follow the steps to create your funnel, adding at least two steps. Note, for customers on Growth plans you will be redirected to Funnels where you can follow the usual steps above.
Managing the funnel widget
From the funnel widget on a Dashboard, use the 'three-dot menu icon' to edit your widget, including rename, duplicate or delete.
Shortcut from the funnel widget
Hover over the funnel steps to:
- See in Session Replay
- Create a segment (available on Pro and Enterprise plans)
Comparison mode
Customers on our Pro and Enterprise plans can leverage the ‘Compare’ button from their analysis context to compare funnel data across two different segments or time periods.