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

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

Funnel Mapping: Ensure that Funnel Mapping for your integrated channels is completed.
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Funnel Groups Creation: Make sure they are created to populate them correctly in your report.
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There are two ways to create widgets and add them to Reports.

i. You are already on the Reports module. Click Edit Report from an existing folder.

ii. Go to the Reports module, click the 'New Report' button to create a new Report, and add widgets to the maximum limit of 20.

i. Users can add Reports to a Folder by choosing from the previously created Folder or creating a new one from the Folders tab on the Reports module.

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Click on Add Your Widget.

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Select Create Custom Widget.
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Enter a name for your widget.
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Choose Funnel Overview Chart under Widget Type to visualize the Funnel overview of the data.

Widget Analysis is enabled when the Funnel Overview is selected, which the user can set to see an AI-generated summary.

Follow this guide to set up Widget Analysis for your funnel report.

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Add a description for your Funnel Report to clarify its purpose.
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Specify the time range for which you want the data to be populated.

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You can set a Default date range for your charts by selecting the desired option using the radio button. Once selected, this range will be applied as the Default for all your charts.

For example, selecting "30 days" as the Default will automatically be the standard choice across all your charts. However, you can change this default anytime to meet your needs.

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

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Decide whether you want a vertical or horizontal Funnel report.
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To customize your Funnel Overview Chart, you can choose between a vertical or horizontal funnel layout by configuring the Row and Column fields. Follow the steps below to set up your chart:

Choose how you want to aggregate the data and display the data from the choices like Weekly, Monthly, Quarterly, Fiscal Quarter, and Yearly.
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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.

Select 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 your entered details. The preview is available on the right side of the configuration details.

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

Learn how to create a Global filter from the link below.

Global filters apply universally across the platform and impact all charts, including the Funnel Overview Chart.

Custom filters are unique to the Funnel Overview Chart and allow more targeted data refinement.

Choose from the global and custom filters to apply to the config. Create a Custom filter and check the 'Save in Filter Library' to convert them to Global Filter.

Create a new filter by selecting the channel and object as they are based on the same.

Widget analysis for the Funnel Overview Chart provides essential insights to support further analysis and strategic decision-making.

Users can access this feature by clicking the Widget Analysis icon, which expands the widget and displays a detailed summary.

Data can be compared across a selected date range with the previous period or Year-over-Year (YoY), refreshed every 15 minutes, and customized by selecting up to three category breakdowns in a preferred order.

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

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You can Download, Edit, Duplicate, Convert to a task, View funnels, and Delete them as needed.
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These steps will help you create a detailed and actionable Funnel Overview Report.
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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.