Creating a Funnel Overview Report: A Step-by-Step Guide

Creating a comprehensive Funnel Overview Report on our platform allows you to get a unified view of your sales and marketing activities within a single funnel.
​
This report is crucial for understanding the performance of your marketing strategies over specific periods.
​
Before you begin, ensure you have completed the Funnel Mapping for your integrated channels and created the necessary Funnel Groups.
​
Here's how you can create a Funnel Overview Report:

Funnel Mapping: Ensure that Funnel Mapping for your integrated channels is completed.
​

Funnel Groups Creation: Make sure Funnel Groups are created to populate them correctly in your report.
​

Go to the Reports section and click on Edit Report.

​

Click on Add Your Widget.
​
​

​

Select Create Custom Widget.
​

​

Enter a name for your widget.
​

​

Choose Funnel Overview Chart under Widget Type.
​

​

Add a description for your Funnel Report to clarify its purpose.
​

​

Specify the time range for which you want the data to be populated.
​
​

​

Select the Funnel Groups to include in your Funnel Overview Report.
​

​

Decide whether you want a vertical or horizontal Funnel report.
​

Ensure the row and column do not populate the same type of data.
​
​

​

Choose how you want to aggregate the data: weekly or monthly.
​
​

The User can sort the order of the Funnel Overview report by Date. This can be done in ascending or descending patterns, as expected.

The change in the configuration here will be reflected in the preview image and the Reports details page.

Users can add Manual stages by clicking the 'Add Manual Funnel Stages.'

Give the Manual Stage a name for identification and reference.

Enter the Data Type from the choices 'Number,' 'Percentage,' and 'Currency.'

Add Manual Funnel Stages details in all the fields and set the 'Trending Type' for the specific Manual Funnel Stage.

Add Manual Funnel Metrics to the report by including Funnel Metrics here with a name for the period selected in the configuration.

Data Type: Add the Data type to reflect in the report for the computation and support units accordingly.

Stages: Include Stages for the formula computation of the specific Funnel metric.

Add the Formula

Manually feed the Formula using the Funnel stages entered above and set the trending type to complete the creation of manual funnel metrics.

Save the Manual Funnel Metrics

Save the manually added Funnel Metrics.

Preview Your Report

Get a preview of your funnel report based on the details you have entered. The preview is available on the right side of the configuration details.

​

Your Funnel Overview Reports can be saved as templates for future use.

​

Click Create Widget on the top right of the page, and your Funnel Overview Chart will appear in your Reports.

​

You can Download, Edit, Duplicate, Convert to a task, View funnels, and Delete them as needed.
​
​

These steps will help you create a detailed and actionable Funnel Overview Report.
​
This tool is invaluable for analyzing the performance of your marketing and sales funnel, setting realistic goals, and making informed decisions to improve your strategy.