Funnels visualize how visitors progress through multi-step journeys. Identify where users drop off and optimize your conversion flow.
What Are Funnels?
Funnels track progression through steps:
Step 1: Homepage (1000 visitors)
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Step 2: Pricing (400 visitors) - 60% drop-off
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Step 3: Signup (150 visitors) - 62.5% drop-off
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Step 4: Complete (75 visitors) - 50% drop-off
Key Metrics
| Metric | Description |
|---|---|
| Step conversion | % progressing to next step |
| Overall conversion | % completing entire funnel |
| Drop-off rate | % leaving at each step |
| Funnel duration | Time to complete funnel |
Creating a Funnel
Go to Funnels
Navigate to Analytics → Funnels → New Funnel
Name Your Funnel
Give it a descriptive name (e.g., "Checkout Flow")
Add Steps
Define each step in the journey
Configure Each Step
Set the trigger for each step
Set Options
Configure time window and counting
Save Funnel
Click "Create Funnel"
Defining Funnel Steps
Step Types
| Type | Best For |
|---|---|
| URL Match | Visiting specific URL |
| Goal | Completing a goal |
| Custom Event | Custom JavaScript event |
Page View Steps
Track visits to specific pages:
| Step | URL Pattern |
|---|---|
| Product Page | /products/ |
| Cart | /cart |
| Checkout | /checkout |
| Confirmation | /order/confirmation |
Goal Steps
Use existing goals as steps:
| Step | Goal |
|---|---|
| Step 1 | "Add to Cart" goal |
| Step 2 | "Begin Checkout" goal |
| Step 3 | "Purchase Complete" goal |
Event Steps
Track custom events:
| Step | Event Name |
|---|---|
| Step 1 | video_started |
| Step 2 | video_50_percent |
| Step 3 | video_completed |
| Step 4 | cta_clicked |
Common Funnel Examples
E-commerce Purchase
| Step | Trigger | Description |
|---|---|---|
| 1 | Page: /products/ | View product |
| 2 | Event: add_to_cart | Add item |
| 3 | Page: /cart | View cart |
| 4 | Page: /checkout | Begin checkout |
| 5 | Page: /confirmation | Complete purchase |
SaaS Signup
| Step | Trigger |
|---|---|
| 1 | Page: /pricing |
| 2 | Page: /signup |
| 3 | Event: form_submitted |
| 4 | Page: /welcome |
| 5 | Event: first_action |
Lead Generation
| Step | Trigger |
|---|---|
| 1 | URL: Landing page |
| 2 | Event: cta_clicked |
| 3 | URL: Form page |
| 4 | Event: form_submitted |
| 5 | URL: Thank you page |
Content Engagement
| Step | Trigger |
|---|---|
| 1 | URL: Blog post |
| 2 | Event: scroll_50 |
| 3 | Event: related_article_clicked |
| 4 | Event: newsletter_signup |
Funnel Configuration
Time Window
How long can users take between steps:
| Window | Use Case |
|---|---|
| 30 minutes | Quick actions |
| 1 hour | Standard flows |
| 24 hours | Consideration purchases |
| 7 days | Complex B2B sales |
| 30 days | Long sales cycles |
Strict vs. Loose Ordering
| Mode | Behavior |
|---|---|
| Strict | Steps must be in exact order |
| Loose | Steps can happen in any order |
Strict (recommended for):
- Checkout flows
- Registration wizards
- Sequential processes
Loose (useful for):
- Feature adoption
- Content consumption
- Non-linear journeys
Counting Options
| Option | Behavior |
|---|---|
| First time | Count first entry only |
| All entries | Count every time |
| Once per session | Max once per visit |
Viewing Funnel Data
Funnel Visualization
The funnel shows:
- Each step with visitor count
- Drop-off percentage between steps
- Overall conversion rate
- Visual bar representation
Summary Metrics
| Metric | Example |
|---|---|
| Total entries | 10,000 visitors |
| Overall conversion | 3.2% |
| Avg. completion time | 4.5 minutes |
| Top drop-off step | Step 2 (62%) |
Step Details
Click any step to see:
- Visitor count
- Conversion to next step
- Drop-off count
- Time at step
Analyzing Funnels
Identify Bottlenecks
Look for:
- Steps with unusually high drop-off
- Steps taking too long
- Unexpected exits
Compare Segments
Scale PlanView funnels by:
- Device type
- Traffic source
- New vs returning
- Geographic region
Track Trends
Monitor over time:
- Weekly conversion rates
- Before/after changes
- Seasonal patterns
Optimizing Funnels
High Drop-Off Step
If Step 2 has 60% drop-off:
- Watch sessions at Step 1 → 2
- Identify friction in recordings
- Analyze heatmaps on that page
- Test improvements
Slow Step
If a step takes too long:
- Check page load time
- Review content clarity
- Simplify the step
- Reduce requirements
General Tips
| Issue | Solution |
|---|---|
| High drop-off | Simplify, reduce friction |
| Slow progression | Speed up, add urgency |
| Low overall conversion | Review entire flow |
| Variant performs better | Apply winning changes |
Funnel Comparisons
A/B Funnel Comparison
Scale PlanCompare different funnels:
- Old flow vs. new flow
- Different traffic sources
- Test vs. control
Time Comparison
Compare periods:
- This month vs. last month
- Pre/post launch
- Seasonal differences
Funnel Reports
Export Options
- CSV download
- PDF report
- Scheduled email
Include in Dashboards
Add funnel widget to dashboard:
- Key funnel visualization
- Real-time updates
- Click to drill down
Best Practices
Keep Funnels Focused
| Bad | Good |
|---|---|
| Too many steps (max 10 allowed) | 3-6 steps |
| Multiple goals | Single goal |
| Vague steps | Clear actions |
Name Steps Clearly
| Bad | Good |
|---|---|
| Step 1 | Homepage Visit |
| Step 2 | Product View |
| Page | Checkout Started |
Start with Key Funnels
Priority funnels:
- Main conversion (purchase/signup)
- Lead generation
- Key feature adoption
Review Regularly
- Weekly quick check
- Monthly deep dive
- After major changes
Troubleshooting
Low Funnel Volume
If funnel shows few entries:
- Check step triggers are correct
- Verify data is being collected
- Expand time range
Steps Out of Order
If steps seem wrong:
- Check strict vs. loose ordering
- Verify step triggers
- Consider user behavior variations
Missing Conversions
If final step is low:
- Verify tracking on final page
- Check for redirect issues
- Test the flow yourself