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​

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 actors segments.

Running a Funnel analysis helps you measure the following:

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.

This section also has a sub-section called Advanced Options that allows you to customize the execution of the query sequence. You can enable the Any Order toggle for out of order funnels. This is also where you can set Holding property constant that allows you to define a particular property that has to be held constant through the stages. The following is an example of a Holding property constant - you can hold session_id constant across all events that you analyze. This implies that all the selected events happened during one session.

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 that allow users to add collections and attributes respectively. Analytics users can choose to create a collection either by choosing an existing collection from the drop-down or use 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 editing visualization, examining the underlying SQL query, and adding the chart to a dashboard.

There are 4 important sections in this module:

Switch between absolute values and percentage

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 will be able to configure the time range and time grain for the analysis. Analytics users can now set the time range using a simple drop-down 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 section

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 that appears will display 2 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 with 4 options - Inspect Query, Add to Dashboard, Edit visualization, and Download As.

• Inspect Query​ - When you click this option in the drop-down, 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 allows you to 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 2 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.