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Funnel Analysis

A funnel shows you how visitors move through a multi-step flow — and where they fall off. Instead of wondering why your checkout completes at 8% when it should be 15%, funnel analysis shows you exactly which step is losing people.

What you can analyze​

Define any sequence of steps as a funnel:

  • Page visits: /product → /cart → /checkout → /thank-you
  • Custom actions: viewed_demo → started_trial → completed_setup → upgraded
  • Mixed: /pricing → clicked_cta → /signup → activated_feature

How to set it up​

  1. Go to Insights → Funnels
  2. Add your steps — either page URLs or custom events
  3. Set a lookback period (how far back to analyze, e.g. last 30 days)
  4. Set a conversion window (how much time visitors have to complete all steps)
  5. Click Analyze

Reading the results​

The funnel shows how many visitors reached each step:

/product page       10,000 visitors   (100%)
Added to cart        4,200 visitors    (42%)   ← 58% dropped here
/checkout            1,890 visitors    (19%)   ← 45% of cart visitors dropped
/thank-you             756 visitors    (7.6%)  ← 60% completed checkout

The biggest drop-off is your biggest opportunity. In this example, getting from product page to "add to cart" is where 58% of visitors leave. That's the page and moment to focus your optimization on.

Splitting by A/B experiment variant​

Add an experiment ID to see your funnel broken down by variant:

                    Control    Variant A
Product → Cart:       38%        47%    (+24% lift)
Cart → Checkout:      42%        43%    (+2%)
Checkout → Order:     40%        40%    (no diff)

This reveals that Variant A's win came entirely from the product page — getting more people to add to cart. The rest of the funnel is identical. Now you know exactly what to improve next.

Setting up custom events for funnel steps​

For steps that aren't page views (like "added to cart" or "completed onboarding"), add a tracking call where that action happens:

// On add to cart button click
window.datsnip.track('add_to_cart')

// On signup form submit
window.datsnip.track('signup_completed')

// On first key action in your app
window.datsnip.track('first_project_created')

These events appear as funnel step options once they've been fired at least once.

Fixing drop-off with a workflow​

When a step shows a significant drop, a Fix with workflow button appears next to it in the funnel results. Clicking it:

  1. Creates a new workflow automatically named Fix: [step name]
  2. Pre-configures a URL Match trigger for that exact path
  3. Adds a Corner Banner action with a help-oriented message
  4. Opens the workflow canvas so you can customize the copy, swap the banner type, or add conditions

This shortcut takes you from seeing the problem to having a live recovery flow in under a minute — no manual workflow setup required. After editing, save the workflow and toggle it Active.

Use cases​

E-commerce checkout funnel Find the exact checkout step where you're losing the most customers. Is it the shipping form? The payment form? The order review page? Funnel analysis answers this in seconds.

SaaS onboarding funnel Where do new signups drop off before becoming active users? After email verification? Before completing their profile? Before inviting a teammate? Identify the step and focus your onboarding UX improvements there.

Content to conversion Blog post → email signup → welcome email click → product page → purchase. See how many blog readers actually make it to a purchase and where they drop off.

Ad landing page funnel Paid traffic landing page → signup form → confirmation → first action. Measure true conversion from first click to meaningful action.