Comparing Date Ranges

Enhancing your analysis with the 'Compare To' feature in Funnel Overview Charts allows for a deeper understanding of your data by facilitating comparisons across different periods and against custom goals.

Prerequisites:

Ensure that a Funnel Overview Chart has been created.

Follow this step-by-step guide to utilize these options effectively:

Steps to Utilize the 'Compare To' Feature:

Access the Report Listing Page:
- Navigate to the Report Listing page where your Funnel Overview Chart is displayed.
Select the Appropriate Calendar:
- Choose the 'Calendar' specific to your Funnel Overview Chart to define the date range for your analysis.
Enable the 'Compare To' Feature:
- Check the box next to 'Compare To' to activate comparison options.
Choose Comparison Options:
- When the 'Date Aggregation' is selected while configuring the chart, you have two primary options to compare your data on the Reports listing page: 'Trend date' and 'Custom Goal.'
- When the 'Date Aggregation' is not selected while configuring the chart, you find four options under the 'Compare To.' The options are 'Date range,' 'Trend Date,' 'Custom Goal,' and 'Previous Period.'

4. a. Trend Date Comparison:

Select 'Trend Date' and choose 'Year Over Year' to compare performance metrics from the current period to the same period in the previous year.

Example: Comparing user engagement metrics from March 2025 to March 2024 helps identify growth patterns and seasonal trends.

4. b. Custom Goal Setting:

Choose 'Custom Goal' to set specific targets for each stage of your funnel within a defined timeframe.
Input your target numbers in the space provided below each funnel stage.
The chart will display the percentage achieved relative to your custom goals:
- Green Percentage: Indicates performance exceeding the set goal.
- Red Percentage: Indicates performance below the set goal.

4.c. Date Range:

Choose 'Date Range' to set specific targets for each stage of your funnel within a defined timeframe.
Input your target dates in the calendar.
You can see the figures relevant to the 'compare To' period in a separate line.
Based on the computation, the difference is computed to be displayed in the chart.
The chart will display the funnel stage's percentage achieved relative to the Date Range.

4.d. Previous Period:

Choose 'Previous Period' to compute the data for the selected date range with the immediately preceding period of the same length.
The percentage difference will be displayed in the chart based on the computation.