Funnel

How it works

1
A field is grouped; another is measured.
2
The shape is chosen to suit the question — lines for time, bars for comparison.
3
Points stay linked to the records that produced them.

Best for

Trends and comparisons.

Not the right choice for

Exact values — pair it with a table.

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.