Skip to main content
Gainsight Inc.

Funnels

This article explains how to configure and analyze Funnel reports.

Overview

Track each step and identify where users fall off from completing critical tasks within your product, whether it’s completing an order, building a report, or any other common activity in your product.

A Funnel Report allows you to create a report by choosing page-views, features, and custom events. For instance, you can create a Funnel report that starts from the Product Catalog page and ends up with the checkout page to see at which page the users are dropping off.

Key Benefits

Funnel reports allow you to:

  • Map customer's adoption and expansion goals.

  • Create a series of steps through key events.

  • Track each step and identify where users fall off from completing critical tasks/conversions within your product.

Generate a Funnel Report

To generate a Funnel report configure the following steps:

Create a New Funnel Report

To create a new Funnel report:

  1. Navigate to Analytics > Funnel.

  2. Click Create to generate a Funnel. The Create Funnel window displays.

  3. Provide the following details:

    1. Name: Enter a name for your Funnel. This helps you identify your Funnel report.

    2. Access: Switch on the access toggle switch to make your Funnel report Public.

    3. Date Range: Select a desired date range to fetch user data.

    4. Select the Product and Environment from the dropdown lists.

    5. Funnel steps: Click +Add to add Funnel steps.

    6. Timeout after first step (Minutes): Provide the wait time after the first step.

    7. Scope: Select Session Or User.

  4. Click Add.

Create Funnel.png

Configure Audience

You can configure the Audience using the Audience tab or by using Segments in Funnel.

Specify the cohort that will match against when the Funnel executes under the Audience tab.

Audience_Create.png

Use Segments in Funnel

Use Segments to create Funnel reports for a unique audience based on common attributes/characteristics.  Alternatively, you could select the audience of the report by configuring the Users filters. The Segment option helps you further narrow down the audience to address specific use cases.

Business Use Case

You need to create a Funnel report on the newest users by choosing specific page-views and features. This report is aimed at identifying the steps where the users are dropping off. You can now create a ‘Signed Up’ segment (or any date based field as a segment matching event by using 'less than 1 day' as the filter criteria) and use this as a Funnel step.

To use the segment option:

  1. Navigate to the Steps tab on the left side of the screen.

  2. Click on the Add Step button. The Funnel Steps window displays.

  3. Select Segment.

  4. Select the segment that you created from the Select segment dropdown list.

Configure Funnel Steps

Configure Funnel steps to:

  • Specify the steps that users are expected to go through.

  • Specify the timeout which defines the time a user has to complete the Funnel steps.

  • Specify session or user scope in which the steps should occur.

Funnel steps configure.png

Once you configure the audience and steps, click on Generate to generate the Funnel.

GenerateFunnel.png

Schedule

Funnels are automatically being computed for you every day so you can keep track of the current state of the Funnel.

For more information about all frequently asked questions, refer to the Analytics FAQs article from the Additional Resources section.

Analyze Funnel Reports

Analyze the Funnel Reports you have generated by using the following parameters:

  • Thru Traffic and Drop-Offs

  • Time from First Step and Time from Prev Step

Thru Traffic and Drop-Offs in Funnel

The Funnel Report also displays the Thru Traffic and Drop-offs at each step. Thru Traffic is the number of users that successfully visited the current step from the previous step. Drop-offs are the number of users who visited the previous step but dropped off and did not visit the current step of the Funnel. The Thru Traffic and Drop-offs are displayed in both numerical and percentile values, on each step. The Thru Traffic is displayed as a color bar that varies at each step. Drop-offs are always displayed as a cross-line graph (this has a very light display).

In the above Funnel report graph, 39 users visited the first step of the Funnel. Only 15 of those 39 users visited the second step of the Funnel (represented by the green bar). The remaining 24 users dropped off from the first step and did not visit the second step (represented by a light cross line graph). Of the 15 users who visited the second page, only 7 users (represented by blue bar) visited the third step. The remaining 8 users (represented by a light cross line graph) did not visit the third step.

When you click a specific section of the graph, you can view the list of users who represent that section. For instance, in the above report, if you click the green bar, you can view the list of 15 users who constitute the section. Similarly, if you click any cross line graph, you can view the list of users who constitute that section.

Time from First Step and Time from Prev Step

The Funnel Report has two useful time-related columns; Time From First Step and Time From Prev Step. The Time Elapsed column displays the time taken by the user/session to reach the current step from the previous step. The From First Step column displays the time taken by the user/session to reach the current step from the first step.

TFFS_TFPS.png

Notes

  • These columns are not applicable to users that are part of the first step. The users/sessions that are part of the second step will always have the same values in both the columns. 

  • When you export a Funnel report, the newly introduced Time From First Step is also included in the exported file. 

  • You can also find these column’s data when you hover on the Thru Traffic and Drop-off traffic bars.

Additional Resources

Analytics FAQs

 

  • Was this article helpful?