Funnel reports

A funnel report lines up steps in order and shows how many get from one step to the next. Use it to see where visitors drop off, for example between viewing a post and clicking a product tag, or between opening an upload form and completing an upload.

Navigate to Analytics → Reports⁠ to create and open funnel reports.

Funnel reports have their own tab in the report builder: Funnel, next to Insights. Each step of a funnel report is a metric.

• A funnel report has 2 to 8 steps
• All steps come from the same funnel. Once you pick the first step, only metrics from that step's funnel can be added.
• You can use any of a funnel's steps, for example impressions, clicks, and orders, and drag them into the order you want
• The funnel names below aren't shown in the builder. They only decide which steps go together.

Cevoid has six funnels. What a funnel counts depends on the funnel: sessions (visits to your store), Instagram requests, or Instagram posts.

What each step counts is in UGC analytics, Loyalty program analytics, and Sales analytics.

1. Navigate to Analytics → Reports⁠ and click Create report
2. Select the Funnel tab at the top of the sidebar
3. In Metrics, click Add
4. Select the metrics for your steps, all from the same funnel
5. Click Apply. The steps appear in the sidebar, numbered in order.
6. Optional: Drag the steps into the order you want
7. Click Save report. A dialog opens with a suggested name.
8. Enter a name for the report and click Save report

Before you save, you can also add a breakdown and filters: see Break down and filter a funnel report.

The Add button is disabled once a funnel report has 8 steps.

You can also select the Funnel tab on an existing report. The funnel then starts with no steps, and saving replaces the report's chart with the funnel. To keep the original report, click Save as new instead of Save.

Funnel reports are closed funnels by default. The Open funnel setting changes how a step counts.

To make a funnel report open:

1. Navigate to Analytics → Reports⁠ and open the funnel report
2. Enable Open funnel in the Settings section of the sidebar
3. Click Save, or Save as new for a default report

Funnel report breakdowns and filters come from a fixed set per funnel.

• Breakdowns: The chart always shows the whole funnel. The breakdown appears only in the table under the chart, with one row per value and one column per step.
• Filters: Narrow the funnel to the visitors, requests, or posts that match. Filters a funnel can't apply show Not available for funnel reports.
• Never offered: Breakdowns where one item can have several values, such as Segment, Profile label, Post label, and product breakdowns

Every breakdown except Date and Required points is also a filter. What each breakdown means is in How metrics work.

• A session counts in the row of every widget, display solution, or post it touched, so Widget, Display solution, and Post rows can add up to more than the funnel total
• In the post interaction funnel, Profile is the creator of the post, not the visitor

The Orders step is part of the post interaction funnel only. It counts orders from sales tracking that are linked to the same session. Only trackable sessions can be linked to an order: see Session tracking and consent.

Orders aren't tied to a widget or a post, so Orders can't share a funnel report with a Widget, Display solution, or Post breakdown or filter:

• With Orders as a step, those breakdowns and filters are unavailable. Remove Orders to use them.
• With one of them selected, Orders can't be added as a step. Remove that breakdown or filter first.

Funnel reports don't support comparison. On the Funnel tab, the comparison dropdown is disabled. On a dashboard, a funnel panel ignores the dashboard's comparison and shows the current period only.

The disabled dropdown can still show a saved comparison, such as Comparison: Previous period on the two default funnel reports. The funnel shows the current period only either way. Hover over the dropdown to see Funnel reports don't support period comparisons.

A funnel report shows one column per step, from left to right. Scroll sideways when there are many steps. Each column shows:

• The step's name. Hover over it to see the metric's description.
• The percentage of the first step that reached this step, in large text
• The number counted at the step
• A colored bar, with a shaded slope down to the next step that shows the drop-off

A headline value above the chart shows the share of the first step that reached the last step. The chart's title is the last step plus what the funnel counts, such as Uploads completed by session, by request, or by post. With a breakdown, the table under the chart has one row per value and one column per step.

Every workspace has two default funnel reports. Both are closed funnels, and both open on the Funnel tab.

Default reports are read-only. You can change them in the builder, but you keep your changes only by saving them as a new report. See Reports.

The loyalty program's default reports Activity funnel and Reward funnel are line charts of these metrics over time, not funnel reports. To see the steps as a funnel, build a funnel report from the activity engagement funnel or the points shop engagement funnel.

Add a funnel report to a dashboard like any other report: see Dashboards. A funnel panel is 6 columns wide and 8 rows tall when added. It ignores the dashboard's comparison. On short panels, the funnel collapses to a compact value.