Creating a Funnel Breakdown Report: A Step-by-Step Guide
Creating a detailed Funnel Breakdown Report on our platform enables you to dissect your sales and marketing activities within a specific funnel based on custom categories or filters you set.
This report is particularly useful for calculating the ROI of your campaigns and understanding which sources generate the most pipelines. As such, it allows for more targeted efforts.
Before proceeding, ensure that Funnel Mapping for your integrated channels is complete and that you have created the necessary Funnel Groups.
Follow this guide to create your Funnel Breakdown Report:
Pre-requisites
Funnel Mapping: Complete Funnel Mapping for your integrated channels.
Funnel Groups Creation: Ensure Funnel Groups are created for an accurate report population.
Step-by-Step Guide
Step 1: Access Reports
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.
Folder Creation
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.
Step 2: Add Widget
Click Add Your Widget.
Step 3: Create Custom Widget
Choose Create Custom Widget.
Step 4: Widget Configuration
Name your widget appropriately.
Step 5: Select Widget Type
Under Widget Type, pick Funnel Breakdown Chart.
Users can see Widget Analysis when the 'Funnel Breakdown Chart' is selected from the Widget Type dropdown.
Step 6: Widget Description
Describe your funnel report to outline its objectives.
Step 7: Time Range Specification
Set the time range for the data population.
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.
Step 8: Funnel Group Selection
Identify the Funnel Groups to include in your Funnel Breakdown Report.
Step 9: Sub-Category Creation/Filter Addition
Add the Category/Filter for funnel breakdown analysis.
Step 10: Channel Selection
Select the channels for data population.
Step 11: Object Selection
Choose the specific Object within the channel for data collection.
Step 12: KPI Configuration
Select the KPI to establish funnel conditions.
Step 13: Condition Setup
Add operators and a condition for the KPI to populate the funnel.
Step 14: Preview Your Report
Obtain a preview of your breakdown report on the right side of the screen.
Step 15: Multiple Categories
Incorporate multiple categories for comprehensive funnel breakdown data.
Step 16: Multiple Conditions
Apply multiple conditions within the categories for detailed analysis.
Step 17: Group By
Click the Add Group icon to add categories and their objects to an appropriate metric. The selected metrics will have common values from the chosen metrics.
Common values: Common values will populate based on the Object and the corresponding Column to populate the metrics. If there are no common values, the system will send out a message with a mention of no common values. Also, provide a display name for the grouping the user is performing.
This grouping of the channel and its object can be categorized under one of the 'Categories' from the previous field. Users can add as many fields to a group as they like under a category.
Users can delete any row by clicking the delete icon. Click Add More to add new conditions to the group.
Click Save to save these groups to the category.
Step 17: Save as Template
Option to save your configuration as a template for future reference.
Part 2: Filter
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
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.
Part 3: Widget Analysis
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.
Step 18: Widget Creation
Click Create Widget to finalize your funnel breakdown chart.
Step 19: Report Management
Manage your report with options to Download, Edit, Duplicate, Convert to a task, View funnels, and Delete as necessary.
By following these steps, you can effectively create a Funnel Breakdown Report that offers insightful analysis of your marketing and sales efforts, segmented by various categories or filters.
This tool is invaluable for understanding the effectiveness of different campaigns and optimizing your strategies for better targeting and ROI.