Funnel

What it does

Behaviours, not fields. Choosing between two modules is choosing between these.

Ordered stages with the drop between each, so the largest single loss is a column rather than a squint.

One page to fix rather than four, which is what a funnel is for.

Works for any fixed sequence, not only checkout.

How it works

1
Stages are defined in order, and each carries how many people reached it.
2
The drop is computed between consecutive stages rather than entered.
3
The largest single drop is the finding, and it is a column rather than something to squint at.
4
Adding a stage recomputes every drop after it.

Best for

Trends and comparisons.

Not the right choice for

Exact values — pair it with a table.

What a row holds

Every field, and what the agent listens for to fill it — which is the difference between a page you type into and one that fills itself.

Field	Type	Filled from
Stagerequired	text	The step, in the order people pass through it.
Reachedrequired	number	How many got this far. Absolute, not a percentage.
Drop	text	The loss since the previous stage. Derived — the only number anyone acts on.

What it does not do

A module chosen for something it cannot do costs more than one that was never offered.

Stages must be strictly ordered and mutually exclusive. A branching flow is not a funnel.
Counts are absolute, so two funnels over different traffic volumes are not directly comparable.
No cohort or time slicing — this is one funnel over one period.
It shows where people leave, never why. That is Feedback.

Before it works

What you have to provide, if anything.

Needs counts per stage, from analytics or from the modules that record each step.
Define the stages before collecting, or the first funnel measures the wrong thing.

In practice

A shop with traffic and disappointing sales.

“Where are people actually giving up?”

What was said to the agent

What the agent built

Four stages from visit to payment, with the percentage drop at each.

What changed

Half of those who started checkout did not finish. The problem was one page, not the product or the price.

Better with

These do a different job on the same data. An agent can have all of them.

Metrics dashboardLive

Numbers move over time and the movement matters more than any single reading.

OrdersLive

Things are sold and then have to be prepared, shipped or collected, and several are in flight at once.

FeedbackLive

Comments arrive continuously through several channels and currently vanish into inboxes and messages.

Who uses this page

Marketing agency

Qualifies leads, answers capability questions, and reports what people actually asked.

Sales team

Qualifies inbound around the clock and hands your reps a lead with the answers already in it.

Subscription box or DTC brand

Handles skips, swaps and “where is it” — the three messages that fill your inbox.

Questions

What data does the Funnel page use?

It reads metric records the agent has collected. Stage-by-stage conversion. Nothing has to be imported first — the page appears once there is something to show.

Do I have to build or configure it?

No. You describe what you need in a sentence and the agent chooses the view and fills it. Custom pages exist for the cases no built-in view covers, and those are reviewed before they go live.

When is a chart the wrong choice?

Exact values — pair it with a table. It is best for: trends and comparisons.

Does it stay up to date?

Yes. The page is a view over the data rather than a copy of it, so anything the agent learns afterwards shows up without a rebuild or a re-import.