Funnel charts are used by marketing and sales people to visualize values at different stages of a process. Funnels enable you to easily track value changes, assess performance, and identify potential issues within the process.
A typical sales funnel chart can start with visitors on top, then narrow down to leads, then qualified leads, and closed deals at the very end. A typical advertising campaign funnel chart can visualize impressions -> reach -> clicks -> sessions -> offer views, etc,
Whatagraph now has two types of funnel widgets: single source and multi-source. Here's how to use them both:
Single source funnel chart
Step 1. Go to Studio widget builder in your reports editor and select the Funnel widget.
Step 2. Select the report type and relevant metrics to show in your funnel.
Note: Please don't mix numerical and derivative metrics, such as click-through-rates (CTR), conversion rates, and other metrics expressed in percentages (%).
Data in each of stage of the funnel will be represented as different portions of 100%.
Multi-source funnel chart
With this new type of widget you can easily display funnel charts with combined data from multiple sources. Here's an example of combining Facebook Ads and Google Ads data to show how users are moving down the funnel from your advertising campaigns.
Step 1. Go to Studio section of your editor and add the Combined funnel (multi-source) widget to your report.
Step 2. Click on the widget. This will pull up a menu in the right hand side of your screen. Here, you will have to add metrics that you'd like to be included in your funnel.
If you already have custom multi-source metrics created, then go ahead and select them from the list. If not, click on Build custom metric and start combining your sources to create multi-source metrics you need.
Step 3. Select all the pre-built metrics and click Update widget.
The result should be looking something like this: you have a nice funnel chart showing combined data from Facebook and Google Ads.
Note: You can also display multi-source data using a list widget from now on!