This page will help you understand how the different modules of the Funnel Analysis chart work, and how you should interpret the data it contains.

Template structure​

The following is the list of modules that you will see inside the funnel template:

• Measures module
• Stages module
• Segmentation module
• Filters module
• Visualization module

Let's see how each module is configured in the template.

Measure module​

The Measure module in the funnel template contains a selector that lets you choose a funnel measure to analyze based on the selected event pattern and actor segments.

Running a Funnel analysis helps you measure the following:

• Converted to each stage – Total number of the chosen dataset that is converted to any stage.
• % converted between specific stages – Percentage of the chosen dataset that is converted from one stage to another over a period of time.
• Time between specific stages – Time taken for conversion from one stage to another.
• Converted to specific stage – Total number of the chosen dataset that is converted to a specific stage.

The Of selector enables you to select any dataset for actors. You can also use blocks in this section.

Stages module​

• Using the Events module in the Funnel template, you can specify the different stages of your funnel. You can choose the preferred events and time range for each stage. All of these stages are also easily reorderable.
• You can also perform multi-stage comparison in funnels. This feature is available for the following measures: % converted between specific stages, Time between specific stages, and Converted to specific stage. When one of these measures is selected, 2 new fields - from and to will appear allowing you to choose the stages that you want to compare. You can use the drop-down to choose the stages and add as many new ones as required.
• Analytics allows you to set time ranges and filters for each stage. For time range, you have three options to choose from - Relative, Absolute, Relative to Event, and Since. You can also duplicate these stages if you don't want to manually recreate a stage with complex configuration. To duplicate a stage, click the three dots on the right side of the stage and choose Duplicate. This menu also allows you to Delete a stage and Add Stage name for each stage.

Advanced options

This section lets you customize the execution of the query sequence. The following options are available:

Any order

This toggle helps analyze out-of-order funnels. Enabled lets users complete the defined funnel stages in any sequence. For example, if a funnel has three stages and a user completes stage three, followed by stage one, the user is counted as converted for stage one. They are converted through stage three if they complete stages two, one, and three. To be counted as converted up to a specific stage, all prior events must be completed, regardless of the order in which they occur.

Holding property constant

This option lets you hold a property constant, such as session_id, across analyzed events, ensuring they occur within a single session. It is especially useful for analyzing sequential events and provides a realistic view of user behavior and trends over time.

This option is designed to enhance the accuracy of funnel trends over time charts. By default, a funnel analysis counts each user only once, based on their earliest event within the specified time range. This can lead to a misleading decline in trends over time, particularly when events naturally follow one another.

To address this, the Holding Property Constant feature lets you add a time bucket to the analysis. By doing so, you can count each user once per time period (e.g., per month), rather than just once overall. This adjustment provides a more accurate representation of trends by flattening out the curve, offering insights that align more closely with event segmentation charts.

Shuffle window

This option accounts for slight out-of-order event arrivals and is useful when event timestamps are a few seconds off due to factors like buffering delays or clock skew across devices.

Analytics also allows users to choose JSON columns in this module. When you click on a JSON column, it expands to display all the keys that are available for that particular column. You can choose a key and click Apply. Once this is done, the end key that is selected will be chosen as the display name for that column.

Segmentation module​

The Segmentation module in the Funnel template enables you to choose a collection of actors, such as users, or one or more attributes to include in the analysis. It has two sub-sections: Performed by and Grouped by, which allow users to add cohorts and attributes, respectively. Analytics users can choose to create a collection either by choosing an existing collection from the drop-down list or by using the + New Cohort option to create a behavioural cohort block in one click.

Visualization module​

The Visualization module in the Funnel template enables you to run and view the analysis in a chart. It also allows you to edit the visualization, examine the underlying SQL query, and add the chart to a dashboard.

There are 4 important sections in this module:

Switch between absolute values and percentages

This feature allows users to switch the values on the Y-axis from absolute values to percentage and vice versa in one click. This feature is particularly helpful while dealing with multiple segments, as using absolute values allows users to see a clearer breakdown of how many individuals are in each segment. It is currently available for the default measure in the funnel template - Converted to each stage.

Top 'N' segments

To choose the number of top segments you want to display in your funnel analysis, you can click the Show top N drop-down and enter the required number. You can also use the + and - symbols to enter your input. The 'top' attribute values are defined by total count of selected events. You can also set the number of Top 'N' segments when you create beelines.

Time range and time grain section

At the top of the Visualization window, users can configure the time range and time grain for the analysis. Analytics users can now set the time range using a simple drop-down list or even choose from the quick options and quickly iterate through different choices of time range and time grain without leaving the chart. It is also possible to set a lag by clicking Offset and setting the Ending.

Sampling

In the visualization module, you can configure sampling modes for your exploration by clicking on the lightning icon on top of the exploration. The drop-down list displays two sampling modes – Enabled Faster Response or Enabled Higher Precision.

Edit visualization section

Clicking the three dots next to the lightning icon displays a drop-down menu with four options: Inspect Query, Add to Dashboard, Edit visualization, and Download As.

• Inspect Query​ – When you click this option in the drop-down list, a query inspector opens. It has three tabs – SQL, Warehouse SQL, and NetScript. You can make changes to the SQL and NetScript queries by clicking the Open as SQL Explore and Open as NetScript Explore buttons in the respective sections.
• Add to Dashboard​ – This option lets you add the exploration that you have created to a dashboard. You can choose from two options: Pick a dashboard and New Dashboard.
• Edit visualization –​ This section houses all the chart settings. It has two sub-sections: Visualization and Sorting.
  • Under visualization, you can configure:
    • • Automatic refresh for your chart
      • Chart type
      • X-axis and Y-axis configuration
      • Tooltip
      • Size configuration
  • Under sorting, you can
    • • Enable the sorting option on the graph
      • Configure sorting rules and the limit
• Download As​ – This option will let you download your analysis in either CSV or EXCEL format. The column formatting will be preserved for the downloaded files as well.

Filters module​

Filters can be used to narrow down data in a visualization. Filters make it easier for the user to answer exploratory questions, for example if the user wants to see results for a specific region, they can define a region filter and see the narrowed down data.

Analytics also allows users to choose JSON columns in this module. When you click on a JSON column, it expands to display all the keys that are available for that particular column. You can choose a key and click Apply. Once this is done, the end key that is selected will be chosen as the display name for that column.