{"id":170645,"date":"2024-02-18T09:40:00","date_gmt":"2024-02-18T09:40:00","guid":{"rendered":"https:\/\/userpilot.com\/blog\/how-to-perform-funnel-analysis-in-userpilot\/"},"modified":"2026-02-17T08:04:06","modified_gmt":"2026-02-17T08:04:06","slug":"how-to-perform-funnel-analysis-in-userpilot","status":"publish","type":"post","link":"https:\/\/userpilot.com\/blog\/how-to-perform-funnel-analysis-in-userpilot\/","title":{"rendered":"How to Perform Funnel Analysis in Userpilot: Step-By-Step Guide (+Use Cases)"},"content":{"rendered":"<p>Curious to learn how to perform funnel analysis in Userpilot?<\/p>\n<p>This article provides an in-depth guide with helpful visuals to guide you through all the important steps. You will also see common use cases where Userpilot&#8217;s <a href=\"https:\/\/userpilot.com\/product\/product-analytics\/\" target=\"_blank\" rel=\"noopener noreferrer\">funnel analysis tools<\/a> come in handy.<\/p>\n<h2 id=\"6usrt\"><strong>What is funnel analysis?<\/strong><\/h2>\n<p>Funnel analysis is a way to visualize and understand user flow through your website or app. The primary goal is to identify where they drop off and fail to complete a desired action (such as signing up, completing onboarding steps, or upgrading their accounts).<\/p>\n<p>The concept gets its name because the number of users progressing through the steps usually gets smaller, resembling a <a href=\"https:\/\/userpilot.com\/blog\/user-funnel\/\" target=\"_blank\" rel=\"noopener noreferrer\">funnel<\/a> shape.<\/p>\n<h2 id=\"b7tug\"><strong>What are the benefits of funnel analysis?<\/strong><\/h2>\n<p>Equipped with funnel analysis tools like <a href=\"http:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a> and Google Analytics, you can <a href=\"https:\/\/userpilot.com\/blog\/data-analysis-for-product-managers\/\" target=\"_blank\" rel=\"noopener noreferrer\">conduct in-depth analysis<\/a> and generate insights that enable you to:<\/p>\n<ul>\n<li><strong>Measure campaign effectiveness<\/strong>: By <a href=\"https:\/\/userpilot.com\/blog\/user-behavioral-analysis-2\/\" target=\"_blank\" rel=\"noopener noreferrer\">tracking <\/a>key performance indicators (KPIs) such as click-through rates (CTRs), <a href=\"https:\/\/userpilot.com\/blog\/conversion-rate-optimization-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\">conversion rates<\/a>, average session duration, <a href=\"https:\/\/userpilot.com\/blog\/user-activation-for-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">activation<\/a>, and <a href=\"https:\/\/userpilot.com\/blog\/product-adoption-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">adoption<\/a>, you can gauge the effectiveness of your messaging and overall campaign success. This granular data will help you identify high-performing campaigns and those that may require a shift in strategy.<\/li>\n<li><strong>Make data-driven decisions<\/strong>: The data from <a href=\"https:\/\/userpilot.com\/blog\/conversion-funnel-analysis\/\">conversion funnel analysis<\/a> helps you make informed decisions that align your <a href=\"https:\/\/userpilot.com\/blog\/ux-roadmap\/\" target=\"_blank\" rel=\"noopener noreferrer\">product roadmap<\/a> with user needs. For instance, if the report shows many users prioritize a specific feature, that\u2019s a sign that they enjoy the problem it helps them solve\u2014you can focus on building similar features or refining the existing one to serve users better.<\/li>\n<li><strong>Spot friction in your user journeys<\/strong>: Funnel reports pinpoint exactly where users struggle or drop off. For example, a steep abandonment rate on a payment page or an onboarding step indicates <a href=\"https:\/\/userpilot.com\/blog\/user-friction\/\" target=\"_blank\" rel=\"noopener noreferrer\">friction<\/a>. Once you spot the friction points along the customer journey, deploy <a href=\"https:\/\/userpilot.com\/blog\/in-app-guidance-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">in-app flows<\/a> to provide guidance and ensure a smoother user experience.<\/li>\n<li><strong>Retain users<\/strong>: By understanding the customer journey and improving it, you can increase satisfaction and engagement for your key features. Happy users are more likely to <a href=\"https:\/\/userpilot.com\/blog\/increase-product-stickiness-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">stick around<\/a>, <a href=\"https:\/\/userpilot.com\/blog\/reduce-churn-rate\/\" target=\"_blank\" rel=\"noopener noreferrer\">reducing churn<\/a> and fostering a loyal user base.<\/li>\n<\/ul>\n<p><!--ARCADE EMBED START--><\/p>\n<div style=\"position: relative; padding-bottom: calc(56.8027% + 41px); height: 0px; width: 100%;\"><iframe loading=\"lazy\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%; color-scheme: light;\" title=\"Product Analytics\" src=\"https:\/\/sw11.userpilot.com\/2vKrdyNnsiHwTtGnBWmb?embed&amp;embed_mobile=tab&amp;embed_desktop=inline&amp;show_copy_link=true\" frameborder=\"0\" allowfullscreen=\"allowfullscreen\"><\/iframe><\/div>\n<h2 id=\"anu3s\"><strong>A step-by-step guide to performing funnel analysis in Userpilot<\/strong><\/h2>\n<p>Let&#8217;s see how Userpilot makes funnel analysis a walk in the park.<\/p>\n<figure class=\"video strchf-type-video regular strchf-size-regular strchf-align-center\">\n<div class=\"embed-container\">\n<div class=\"bookmark-container\" style=\"display: flex;\">\n<p>&nbsp;<\/p>\n<div class=\"bookmark-focusable\" style=\"user-select: none; transition: background 20ms ease-in 0s; cursor: pointer; width: 100%; display: flex; flex-wrap: wrap-reverse; align-items: stretch; text-align: left; overflow: hidden; border: 1px solid rgba(55, 53, 47, 0.16); border-radius: 3px; position: relative; color: inherit;\">\n<div style=\"flex: 4 1 180px; padding: 12px 14px 14px; overflow: hidden; text-align: left;\">\n<div class=\"bookmark-title\" style=\"font-size: 14px; line-height: 20px; color: #37352f; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; min-height: 24px; margin-bottom: 2px;\">Funnels &#8211; Userpilot<\/div>\n<div class=\"bookmark-description\" style=\"font-size: 12px; line-height: 16px; color: rgba(55, 53, 47, 0.6); height: 32px; overflow: hidden;\">Dive deep into Funnel settings and tracking user journeys through a sequence of steps.<\/div>\n<div class=\"bookmark-domain\" style=\"display: flex; margin-top: 6px;\">\n<div style=\"font-size: 12px; line-height: 16px; color: #37352f; white-space: nowrap; overflow: hidden; text-overflow: ellipsis;\">pages.userpilot.com<\/div>\n<\/div>\n<\/div>\n<div class=\"bookmark-image\" style=\"flex: 1 1 180px; display: block; position: relative;\">\n<div style=\"position: absolute; top: 0; left: 0; right: 0; bottom: 0;\">\n<div style=\"width: 100%; height: 100%;\"><img decoding=\"async\" style=\"display: block; object-fit: cover; border-radius: 1px; background: white; width: 100%; height: 100%;\" role=\"presentation\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/Advanced-Features-Funnels.png\" \/><\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>&nbsp;<\/p>\n<\/div>\n<\/div><figcaption>Catch a quick video tutorial!<\/figcaption><\/figure>\n<p>Follow these simple steps to conduct your first analysis.<\/p>\n<div id=\"up-userpilot-funnel-widget-container\">\n    <!-- Progress Bar --><\/p>\n<div class=\"up-userpilot-funnel-progress-track\">\n<div id=\"up-userpilot-funnel-progress-fill\"><\/div>\n<\/p><\/div>\n<p>    <!-- Slide 1: Intro --><\/p>\n<div class=\"up-userpilot-funnel-slide up-userpilot-funnel-active\" data-step=\"1\">\n<h3>Are you maximizing the potential of your funnel analysis?<\/h3>\n<p>Take this quick assessment to see if you are truly uncovering where your users drop off, or just guessing.<\/p>\n<div class=\"up-userpilot-funnel-options-list\">\n            <button class=\"up-userpilot-funnel-option-btn up-userpilot-funnel-start-btn\" onclick=\"UPUserpilotFunnelWidget.next(2)\">Start Assessment<\/button>\n        <\/div>\n<\/p><\/div>\n<p>    <!-- Slide 2: Question 1 --><\/p>\n<div class=\"up-userpilot-funnel-slide\" data-step=\"2\">\n<h3>How granular is your current funnel tracking?<\/h3>\n<div class=\"up-userpilot-funnel-options-list\">\n            <button class=\"up-userpilot-funnel-option-btn\" onclick=\"UPUserpilotFunnelWidget.next(3)\"><br \/>\n                <span class=\"up-userpilot-funnel-opt-label\">Basic Pageviews<\/span><br \/>\n                <span class=\"up-userpilot-funnel-opt-desc\">(We only track page visits, not specific clicks or events)<\/span><br \/>\n            <\/button><br \/>\n            <button class=\"up-userpilot-funnel-option-btn\" onclick=\"UPUserpilotFunnelWidget.next(3)\"><br \/>\n                <span class=\"up-userpilot-funnel-opt-label\">Standard Events<\/span><br \/>\n                <span class=\"up-userpilot-funnel-opt-desc\">(We track key actions like &#8220;Sign Up&#8221; or &#8220;Purchase&#8221;)<\/span><br \/>\n            <\/button><br \/>\n            <button class=\"up-userpilot-funnel-option-btn\" onclick=\"UPUserpilotFunnelWidget.next(3)\"><br \/>\n                <span class=\"up-userpilot-funnel-opt-label\">Deep Behavioral Events<\/span><br \/>\n                <span class=\"up-userpilot-funnel-opt-desc\">(We track hover actions, feature usage, and specific UI interactions)<\/span><br \/>\n            <\/button>\n        <\/div>\n<\/p><\/div>\n<p>    <!-- Slide 3: Question 2 --><\/p>\n<div class=\"up-userpilot-funnel-slide\" data-step=\"3\">\n<h3>What happens when you identify a major drop-off point?<\/h3>\n<div class=\"up-userpilot-funnel-options-list\">\n            <button class=\"up-userpilot-funnel-option-btn\" onclick=\"UPUserpilotFunnelWidget.next(4)\"><br \/>\n                <span class=\"up-userpilot-funnel-opt-label\">Manual Investigation<\/span><br \/>\n                <span class=\"up-userpilot-funnel-opt-desc\">(We manually review logs or guess the cause)<\/span><br \/>\n            <\/button><br \/>\n            <button class=\"up-userpilot-funnel-option-btn\" onclick=\"UPUserpilotFunnelWidget.next(4)\"><br \/>\n                <span class=\"up-userpilot-funnel-opt-label\">Email Retargeting<\/span><br \/>\n                <span class=\"up-userpilot-funnel-opt-desc\">(We send an email to try and bring them back)<\/span><br \/>\n            <\/button><br \/>\n            <button class=\"up-userpilot-funnel-option-btn\" onclick=\"UPUserpilotFunnelWidget.next(4)\"><br \/>\n                <span class=\"up-userpilot-funnel-opt-label\">In-App Flow Trigger<\/span><br \/>\n                <span class=\"up-userpilot-funnel-opt-desc\">(We trigger a contextual guide to help users past the friction point)<\/span><br \/>\n            <\/button>\n        <\/div>\n<\/p><\/div>\n<p>    <!-- Slide 4: Conclusion\/CTA --><\/p>\n<div class=\"up-userpilot-funnel-slide\" data-step=\"4\">\n<h3>Stop guessing, start fixing<\/h3>\n<p>Userpilot is the all-in-one platform for funnel analysis to improve customer engagement. Visualize your user journeys, identify drop-offs, and fix them instantly with no-code in-app experiences.<\/p>\n<div class=\"up-userpilot-funnel-options-list\">\n            <button class=\"up-userpilot-funnel-cta-final\" onclick=\"window.location.href='https:\/\/userpilot.com\/userpilot-demo\/'\"><br \/>\n                Get a Userpilot Demo<br \/>\n            <\/button>\n        <\/div>\n<p class=\"up-userpilot-funnel-subtext\">Optimize your funnel today.<\/p>\n<\/p><\/div>\n<\/div>\n<p><!-- REPLACE THE SOURCE BELOW WITH YOUR UPLOADED FILE URL --><br \/>\n<script defer src=\"https:\/\/userpilot.com\/blog\/wp-content\/uploads\/2024\/02\/how-to-perform-funnel-analysis-in-userpilot.js\" defer><\/script><\/p>\n<h3 id=\"8uv6n\"><strong>1. Map out each stage in the user journey<\/strong><\/h3>\n<p>Determine the user journey you want to analyze (e.g., user onboarding, new feature adoption, or free-to-paid conversion). Then, <a href=\"https:\/\/userpilot.com\/blog\/user-journey-map\/\" target=\"_blank\" rel=\"noopener noreferrer\">document each step<\/a> in that journey and what the user does in each stage.<\/p>\n<p>For example, the free trial to paying customers journey will include the following steps:<\/p>\n<ol type=\"1\">\n<li>Created a free trial account<\/li>\n<li><a href=\"https:\/\/userpilot.com\/blog\/how-to-improve-user-onboarding\/\" target=\"_blank\" rel=\"noopener noreferrer\">Completed onboarding<\/a><\/li>\n<li>Used primary features<\/li>\n<li>Used secondary features<\/li>\n<li><a href=\"https:\/\/userpilot.com\/blog\/free-to-paid-conversion-strategy\/\" target=\"_blank\" rel=\"noopener noreferrer\">Upgraded<\/a> to a paid plan<\/li>\n<\/ol>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/conversion-funnel-example-userpilot-how-to-perform-funnel-analysis-with-userpilot_1c17b21853f66f08c23c657a882be795_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/conversion-funnel-example-userpilot-how-to-perform-funnel-analysis-with-userpilot_1c17b21853f66f08c23c657a882be795_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/conversion-funnel-example-userpilot-how-to-perform-funnel-analysis-with-userpilot_1c17b21853f66f08c23c657a882be795_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/conversion-funnel-example-userpilot-how-to-perform-funnel-analysis-with-userpilot_1c17b21853f66f08c23c657a882be795_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/conversion-funnel-example-userpilot-how-to-perform-funnel-analysis-with-userpilot_1c17b21853f66f08c23c657a882be795_800.jpg\" alt=\"conversion-funnel-example-userpilot-how-to-perform-funnel-analysis-with-userpilot\" \/><\/picture><figcaption>Trial to paid conversion journey.<\/figcaption><\/figure>\n<h3 id=\"elr9i\"><strong>2. Specify the metrics for your data analysis<\/strong><\/h3>\n<p>For each stage of the customer journey you&#8217;ve mapped, identify specific <a href=\"https:\/\/userpilot.com\/blog\/customer-journey-kpis\/\" target=\"_blank\" rel=\"noopener noreferrer\">KPIs <\/a>that will help you measure success and identify friction points. Common metrics include <a href=\"https:\/\/userpilot.com\/blog\/customer-acquisition-cost-vs-lifetime-value\/\" target=\"_blank\" rel=\"noopener noreferrer\">customer acquisition cost<\/a>, <a href=\"https:\/\/userpilot.com\/blog\/time-to-value\/\" target=\"_blank\" rel=\"noopener noreferrer\">time to value<\/a>, <a href=\"https:\/\/userpilot.com\/blog\/user-engagement\/\" target=\"_blank\" rel=\"noopener noreferrer\">breadth of use<\/a>, and revenue per user. The metrics you track largely depend on the customer journey stage you\u2019re analyzing.<\/p>\n<p>For example, if you\u2019re measuring the <a href=\"https:\/\/userpilot.com\/blog\/customer-acquisition\/\" target=\"_blank\" rel=\"noopener noreferrer\">acquisition<\/a> funnel, you have no business checking revenue per user yet. You\u2019ll be more interested in metrics such as free trial sign-ups, demos, and PQLs (product-qualified leads).<\/p>\n<p>Here\u2019s a snapshot of the complete customer journey and metrics to track at each stage:<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/funnel-metrics-how-to-perform-funnel-analysis-in-userpilot_299c6bf79132878e412ebbaadb907d55_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/funnel-metrics-how-to-perform-funnel-analysis-in-userpilot_299c6bf79132878e412ebbaadb907d55_1600.jpg 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/funnel-metrics-how-to-perform-funnel-analysis-in-userpilot_299c6bf79132878e412ebbaadb907d55_800.jpg 1x, https:\/\/images.storychief.com\/account_6827\/funnel-metrics-how-to-perform-funnel-analysis-in-userpilot_299c6bf79132878e412ebbaadb907d55_1600.jpg 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/funnel-metrics-how-to-perform-funnel-analysis-in-userpilot_299c6bf79132878e412ebbaadb907d55_800.jpg\" alt=\"funnel-metrics-how-to-perform-funnel-analysis-in-userpilot\" \/><\/picture><figcaption>Metrics for each user journey stage.<\/figcaption><\/figure>\n<h3 id=\"129op\"><strong>3. Create a new funnel report in Userpilot<\/strong><\/h3>\n<p>Log into your <a href=\"http:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a> account. Navigate to the Analytics module and click on the Funnels option.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/create-new-funnel-report-how-to-perform-funnel-analysis-in-userpilot_dde824933a05f7136c6492b032e29217_800.png 1x, https:\/\/images.storychief.com\/account_6827\/create-new-funnel-report-how-to-perform-funnel-analysis-in-userpilot_dde824933a05f7136c6492b032e29217_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/create-new-funnel-report-how-to-perform-funnel-analysis-in-userpilot_dde824933a05f7136c6492b032e29217_800.png 1x, https:\/\/images.storychief.com\/account_6827\/create-new-funnel-report-how-to-perform-funnel-analysis-in-userpilot_dde824933a05f7136c6492b032e29217_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/create-new-funnel-report-how-to-perform-funnel-analysis-in-userpilot_dde824933a05f7136c6492b032e29217_800.png\" alt=\"create-new-funnel-report_how-to-perform-funnel-analysis-in-userpilot\" \/><\/picture><figcaption>Start tracking conversion funnel reports with <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<p>This action will create a blank report. Now, here is where we input our parameters.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/creating-new-funnel-analysis-report-how-to-perform-funnel-analysis-in-userpilot_7d2b76c900bf59ff5c3b8c4f841f07f4_800.png 1x, https:\/\/images.storychief.com\/account_6827\/creating-new-funnel-analysis-report-how-to-perform-funnel-analysis-in-userpilot_7d2b76c900bf59ff5c3b8c4f841f07f4_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/creating-new-funnel-analysis-report-how-to-perform-funnel-analysis-in-userpilot_7d2b76c900bf59ff5c3b8c4f841f07f4_800.png 1x, https:\/\/images.storychief.com\/account_6827\/creating-new-funnel-analysis-report-how-to-perform-funnel-analysis-in-userpilot_7d2b76c900bf59ff5c3b8c4f841f07f4_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/creating-new-funnel-analysis-report-how-to-perform-funnel-analysis-in-userpilot_7d2b76c900bf59ff5c3b8c4f841f07f4_800.png\" alt=\"creating-new-funnel-analysis-report_how-to-perform-funnel-analysis-in-userpilot\" \/><\/picture><figcaption>Blank funnel report.<\/figcaption><\/figure>\n<p>Input the stages of your user journey as you&#8217;ve mapped them out. Start by adding the first stage of the journey and continue adding till the last stage. Name each stage and define the <a href=\"https:\/\/userpilot.com\/what-is-event-tracking\/\" target=\"_blank\" rel=\"noopener noreferrer\">events<\/a> that qualify a user as having completed that stage (e.g., &#8220;Signed Up,&#8221; &#8220;Completed Onboarding&#8221;).<\/p>\n<p>Depending on what you&#8217;re tracking, you can even add page visits or <a href=\"https:\/\/userpilot.com\/blog\/user-surveys\/\" target=\"_blank\" rel=\"noopener noreferrer\">survey responses<\/a> as part of the events you\u2019re tracking.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/adding-events-to-funnel-analysis-report_0ba23bcbc3f1fedfcdd104a27e2506a3_800.png 1x, https:\/\/images.storychief.com\/account_6827\/adding-events-to-funnel-analysis-report_0ba23bcbc3f1fedfcdd104a27e2506a3_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/adding-events-to-funnel-analysis-report_0ba23bcbc3f1fedfcdd104a27e2506a3_800.png 1x, https:\/\/images.storychief.com\/account_6827\/adding-events-to-funnel-analysis-report_0ba23bcbc3f1fedfcdd104a27e2506a3_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/adding-events-to-funnel-analysis-report_0ba23bcbc3f1fedfcdd104a27e2506a3_800.png\" alt=\"adding-events-to-funnel-analysis-report\" \/><\/picture><figcaption>Easy way to create and analyze custom events in your funnel.<\/figcaption><\/figure>\n<h3 id=\"67f4e\"><strong>4. Customize your funnel analysis parameters<\/strong><\/h3>\n<p>Pick your <a href=\"https:\/\/userpilot.com\/blog\/conversion-path\/\" target=\"_blank\" rel=\"noopener noreferrer\">conversion <\/a>criteria based on the following:<\/p>\n<ul>\n<li><strong>Unique users\/companies<\/strong>: Choose whether to generate your funnel analysis report based on individual users or companies.<\/li>\n<li><strong>Specific order<\/strong>: Specify whether the order of events is relevant to your <a href=\"https:\/\/userpilot.com\/blog\/data-analysis-for-product-managers\/\" target=\"_blank\" rel=\"noopener noreferrer\">data analysis<\/a>. You can choose to see the results based on the specified order or based on any order.<\/li>\n<li><strong>Conversion time<\/strong>: Specify how long it should take for a user to <a href=\"https:\/\/userpilot.com\/blog\/saas-conversion-funnel\/\" target=\"_blank\" rel=\"noopener noreferrer\">complete the steps<\/a>.<\/li>\n<\/ul>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/conversion-criteria-setup_35505e869f12850b9b2d07c1d9cca00c_800.png 1x, https:\/\/images.storychief.com\/account_6827\/conversion-criteria-setup_35505e869f12850b9b2d07c1d9cca00c_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/conversion-criteria-setup_35505e869f12850b9b2d07c1d9cca00c_800.png 1x, https:\/\/images.storychief.com\/account_6827\/conversion-criteria-setup_35505e869f12850b9b2d07c1d9cca00c_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/conversion-criteria-setup_35505e869f12850b9b2d07c1d9cca00c_800.png\" alt=\"conversion-criteria_Setup\" \/><\/picture><figcaption>Setting up conversion criteria in <a href=\"http:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<p>Click &#8220;Run Query&#8221; once you&#8217;re done selecting the events and conversion criteria. This action will create and begin populating the funnel with user <a href=\"https:\/\/userpilot.com\/blog\/user-engagement\/\" target=\"_blank\" rel=\"noopener noreferrer\">engagement<\/a> data.<\/p>\n<p>You can view your funnel reports in different timelines depending on what suits your tracking and <a href=\"https:\/\/userpilot.com\/blog\/funnel-optimization\/\" target=\"_blank\" rel=\"noopener noreferrer\">funnel optimization<\/a> needs. Choose any of the following from the drop-down menu:<\/p>\n<ul>\n<li>Last 7 days<\/li>\n<li>Last 14 days<\/li>\n<li>Last month<\/li>\n<li>Last quarter<\/li>\n<li>Last year<\/li>\n<li>Custom date<\/li>\n<\/ul>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/time-periods-how-to-perform-funnel-analysis-in-userpilot_f38669de340cda242347ff1397728c92_800.png 1x, https:\/\/images.storychief.com\/account_6827\/time-periods-how-to-perform-funnel-analysis-in-userpilot_f38669de340cda242347ff1397728c92_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/time-periods-how-to-perform-funnel-analysis-in-userpilot_f38669de340cda242347ff1397728c92_800.png 1x, https:\/\/images.storychief.com\/account_6827\/time-periods-how-to-perform-funnel-analysis-in-userpilot_f38669de340cda242347ff1397728c92_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/time-periods-how-to-perform-funnel-analysis-in-userpilot_f38669de340cda242347ff1397728c92_800.png\" alt=\"time-periods_how-to-perform-funnel-analysis-in-userpilot\" \/><\/picture><figcaption><a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Track funnel reports across different periods<\/a>.<\/figcaption><\/figure>\n<h3 id=\"4io1s\"><strong>5. Add filters to extract insights for various user personas<\/strong><\/h3>\n<p>Data filtering allows you to run reports for different <a href=\"https:\/\/userpilot.com\/blog\/how-to-create-a-persona\/\" target=\"_blank\" rel=\"noopener noreferrer\">personas<\/a> and use cases. This is important because segmentation lets you derive specific insights for your audience types and lets you make <a href=\"https:\/\/userpilot.com\/blog\/data-driven-insights\/\" target=\"_blank\" rel=\"noopener noreferrer\">data-driven decisions<\/a>.<\/p>\n<p>You can filter by user properties, company properties, or <a href=\"https:\/\/userpilot.com\/blog\/customer-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">segments<\/a>. Examples of properties to filter include name, email, sign-up date, web sessions, and the like. For segments, think of custom user segments you create yourself (such as new users that came through different marketing channels).<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/filters-how-to-perform-funnel-analysis-in-userpilot_fd1df89e268f9e280980dae7e20ef249_800.png 1x, https:\/\/images.storychief.com\/account_6827\/filters-how-to-perform-funnel-analysis-in-userpilot_fd1df89e268f9e280980dae7e20ef249_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/filters-how-to-perform-funnel-analysis-in-userpilot_fd1df89e268f9e280980dae7e20ef249_800.png 1x, https:\/\/images.storychief.com\/account_6827\/filters-how-to-perform-funnel-analysis-in-userpilot_fd1df89e268f9e280980dae7e20ef249_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/filters-how-to-perform-funnel-analysis-in-userpilot_fd1df89e268f9e280980dae7e20ef249_800.png\" alt=\"filters_how-to-perform-funnel-analysis-in-userpilot\" \/><\/picture><figcaption>Data filtering during funnel analysis.<\/figcaption><\/figure>\n<p>You can add breakdowns to get more granular with the conversion funnel reports. For example, you can track <a href=\"https:\/\/userpilot.com\/blog\/funnel-drop\/\" target=\"_blank\" rel=\"noopener noreferrer\">funnel drop-offs<\/a> for each device type with a single report.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/breakdown-how-to-perform-funnel-analysis-in-userpilot_f8582ec9fef1dae07f5532d745bf044f_800.png 1x, https:\/\/images.storychief.com\/account_6827\/breakdown-how-to-perform-funnel-analysis-in-userpilot_f8582ec9fef1dae07f5532d745bf044f_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/breakdown-how-to-perform-funnel-analysis-in-userpilot_f8582ec9fef1dae07f5532d745bf044f_800.png 1x, https:\/\/images.storychief.com\/account_6827\/breakdown-how-to-perform-funnel-analysis-in-userpilot_f8582ec9fef1dae07f5532d745bf044f_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/breakdown-how-to-perform-funnel-analysis-in-userpilot_f8582ec9fef1dae07f5532d745bf044f_800.png\" alt=\"breakdown_how-to-perform-funnel-analysis-in-userpilot\" \/><\/picture><figcaption><a href=\"https:\/\/userpilot.com\/userpilot-demo\">Give Userpilot a try!<\/a><\/figcaption><\/figure>\n<h3 id=\"kp1p\"><strong>6. Choose your visualization<\/strong><\/h3>\n<p>How would you like your data <a href=\"https:\/\/userpilot.com\/blog\/data-analytics-charts\/\" target=\"_blank\" rel=\"noopener noreferrer\">displayed<\/a>, and what aspects of the conversion journey are you interested in tracking? Userpilot offers a variety of options.<\/p>\n<p>You can choose from:<\/p>\n<ul>\n<li><strong>Conversion steps<\/strong>: This shows a <a href=\"https:\/\/userpilot.com\/blog\/data-analytics-charts\/\" target=\"_blank\" rel=\"noopener noreferrer\">bar chart<\/a> with users progressing through each step. It enables you to quickly visualize the results, spot high and low engagement events, and make decisions.<\/li>\n<\/ul>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/conversion-steps-bar-chart_03044a7398c6ff725b2670c25d689d2b_800.png 1x, https:\/\/images.storychief.com\/account_6827\/conversion-steps-bar-chart_03044a7398c6ff725b2670c25d689d2b_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/conversion-steps-bar-chart_03044a7398c6ff725b2670c25d689d2b_800.png 1x, https:\/\/images.storychief.com\/account_6827\/conversion-steps-bar-chart_03044a7398c6ff725b2670c25d689d2b_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/conversion-steps-bar-chart_03044a7398c6ff725b2670c25d689d2b_800.png\" alt=\"conversion-steps_bar-chart\" \/><\/picture><figcaption>Bar chart showing conversion steps.<\/figcaption><\/figure>\n<ul>\n<li><strong>Conversion trends<\/strong>: This chart type displays results in a line graph to enable you to see user behavior trends and note changes in <a href=\"https:\/\/userpilot.com\/blog\/conversion-analysis\/\" target=\"_blank\" rel=\"noopener noreferrer\">conversions<\/a>.<\/li>\n<\/ul>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/conversion-trends-how-to-perform-funnel-analysis-in-userpilot_2bcffc9add8f1bc66f2cc485e77100bb_800.png 1x, https:\/\/images.storychief.com\/account_6827\/conversion-trends-how-to-perform-funnel-analysis-in-userpilot_2bcffc9add8f1bc66f2cc485e77100bb_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/conversion-trends-how-to-perform-funnel-analysis-in-userpilot_2bcffc9add8f1bc66f2cc485e77100bb_800.png 1x, https:\/\/images.storychief.com\/account_6827\/conversion-trends-how-to-perform-funnel-analysis-in-userpilot_2bcffc9add8f1bc66f2cc485e77100bb_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/conversion-trends-how-to-perform-funnel-analysis-in-userpilot_2bcffc9add8f1bc66f2cc485e77100bb_800.png\" alt=\"conversion-trends_how-to-perform-funnel-analysis-in-userpilot\" \/><\/picture><figcaption>Conversion trends in funnel analysis.<\/figcaption><\/figure>\n<ul>\n<li><strong>Time to convert<\/strong>: This is also a <a href=\"https:\/\/userpilot.com\/blog\/flow-analytics\/\" target=\"_blank\" rel=\"noopener noreferrer\">line graph<\/a>, but this time it shows you the total time it takes users to convert. By seeing the average conversion time and how many users are falling within that range, you can determine if your flow has friction.<\/li>\n<\/ul>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/time-to-convert-grapgh_0358ff420819bdda0d84236209e24b54_800.png 1x, https:\/\/images.storychief.com\/account_6827\/time-to-convert-grapgh_0358ff420819bdda0d84236209e24b54_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/time-to-convert-grapgh_0358ff420819bdda0d84236209e24b54_800.png 1x, https:\/\/images.storychief.com\/account_6827\/time-to-convert-grapgh_0358ff420819bdda0d84236209e24b54_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/time-to-convert-grapgh_0358ff420819bdda0d84236209e24b54_800.png\" alt=\"time-to-convert_graph\" \/><\/picture><figcaption>Track conversion time for your funnel steps.<\/figcaption><\/figure>\n<ul>\n<li><strong>Metric<\/strong>: This report shows the funnel performance as a single metric. It&#8217;s particularly useful when you need to track the conversion rate and the total time to <a href=\"https:\/\/userpilot.com\/blog\/conversion-rate-optimization-for-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">convert<\/a>.<\/li>\n<\/ul>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/metric-how-to-perform-funnel-analysis-in-userpilot_42a713b5734afb56494c184eda2382b8_800.png 1x, https:\/\/images.storychief.com\/account_6827\/metric-how-to-perform-funnel-analysis-in-userpilot_42a713b5734afb56494c184eda2382b8_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/metric-how-to-perform-funnel-analysis-in-userpilot_42a713b5734afb56494c184eda2382b8_800.png 1x, https:\/\/images.storychief.com\/account_6827\/metric-how-to-perform-funnel-analysis-in-userpilot_42a713b5734afb56494c184eda2382b8_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/metric-how-to-perform-funnel-analysis-in-userpilot_42a713b5734afb56494c184eda2382b8_800.png\" alt=\"metric_how-to-perform-funnel-analysis-in-userpilot\" \/><\/picture><figcaption>Track conversion metrics.<\/figcaption><\/figure>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><\/figure>\n<h2 id=\"f12c8\"><strong>Use cases for Userpilot&#8217;s funnel analysis tools<\/strong><\/h2>\n<p>If you&#8217;re wondering how Userpilot&#8217;s funnel analysis tools can help your company, here&#8217;s a breakdown.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/userpilot-g2-review-funnel-tracking-software_78d4b55dea634ae23707967abaa0b531_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-g2-review-funnel-tracking-software_78d4b55dea634ae23707967abaa0b531_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/userpilot-g2-review-funnel-tracking-software_78d4b55dea634ae23707967abaa0b531_800.png 1x, https:\/\/images.storychief.com\/account_6827\/userpilot-g2-review-funnel-tracking-software_78d4b55dea634ae23707967abaa0b531_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/userpilot-g2-review-funnel-tracking-software_78d4b55dea634ae23707967abaa0b531_800.png\" alt=\"userpilot-g2-review-funnel-tracking-software\" \/><\/picture><figcaption>Userpilot review from G2.<\/figcaption><\/figure>\n<h3 id=\"cmr2c\"><strong>Design a smooth onboarding process for new users<\/strong><\/h3>\n<p>Monitor how users progress through each stage of the onboarding flow. You can track metrics such as time to convert, <a href=\"https:\/\/userpilot.com\/blog\/user-engagement-strategies\/\" target=\"_blank\" rel=\"noopener noreferrer\">user engagement duration<\/a>, where they get stuck, and how soon they complete the <a href=\"https:\/\/userpilot.com\/blog\/onboarding-flow-best-practices\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding flow<\/a>.<\/p>\n<p>Analyze the onboarding funnel to identify friction points and take steps to help users explore your tool better. <a href=\"http:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a> can also help you create the guides you need to eliminate <a href=\"https:\/\/userpilot.com\/blog\/friction-points\/\" target=\"_blank\" rel=\"noopener noreferrer\">friction<\/a>.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/interactive-walkthrough-rocketbots_9c20a95969ab31e2ecfad28d056fa92e.gif 1x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/interactive-walkthrough-rocketbots_9c20a95969ab31e2ecfad28d056fa92e.gif 1x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/interactive-walkthrough-rocketbots_9c20a95969ab31e2ecfad28d056fa92e.gif\" alt=\"interactive-walkthrough_rocketbots\" \/><\/picture><figcaption>Interactive walkthrough example from <a href=\"https:\/\/userpilot.com\/blog\/rocketbots-aha-moment-case-study-userpilot\/\" target=\"_blank\" rel=\"noopener noreferrer\">Rocketbots<\/a>.<\/figcaption><\/figure>\n<h3 id=\"du35r\"><strong>Improve your trial users to paid users conversion funnel<\/strong><\/h3>\n<p>Many SaaS companies struggle to <a href=\"https:\/\/userpilot.com\/blog\/free-to-paid-conversion-strategy\/\" target=\"_blank\" rel=\"noopener noreferrer\">convert trial or freemium users<\/a>.<\/p>\n<p>Implement funnel analysis to monitor how many trial users enter your funnel and what percentage of that you converted.<\/p>\n<p>Then, dive deeper to identify why some converted and others didn&#8217;t. Remove any friction that\u2019s causing the drop-offs. Also, study your converted users to glean insights you can use to build better <a href=\"https:\/\/userpilot.com\/blog\/product-experience\/\" target=\"_blank\" rel=\"noopener noreferrer\">product experiences<\/a> and <a href=\"https:\/\/userpilot.com\/blog\/how-to-increase-free-trial-conversion\/\" target=\"_blank\" rel=\"noopener noreferrer\">increase<\/a> the conversion rate.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/conversion-steps-how-to-perform-funnel-analysis-in-userpilot_7fc740f7581be7785a7205f74c0eea0d_800.png 1x, https:\/\/images.storychief.com\/account_6827\/conversion-steps-how-to-perform-funnel-analysis-in-userpilot_7fc740f7581be7785a7205f74c0eea0d_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/conversion-steps-how-to-perform-funnel-analysis-in-userpilot_7fc740f7581be7785a7205f74c0eea0d_800.png 1x, https:\/\/images.storychief.com\/account_6827\/conversion-steps-how-to-perform-funnel-analysis-in-userpilot_7fc740f7581be7785a7205f74c0eea0d_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/conversion-steps-how-to-perform-funnel-analysis-in-userpilot_7fc740f7581be7785a7205f74c0eea0d_800.png\" alt=\"conversion-steps_how-to-perform-funnel-analysis-in-userpilot\" \/><\/picture><figcaption>Start collecting funnel analysis data.<\/figcaption><\/figure>\n<h3 id=\"dfqnr\"><strong>Track user behavior for multiple personas<\/strong><\/h3>\n<p>As you&#8217;ve seen earlier, Userpilot&#8217;s funnel analysis feature lets you <a href=\"https:\/\/userpilot.com\/blog\/analyze-customer-data\/\" target=\"_blank\" rel=\"noopener noreferrer\">filter<\/a> data based on different criteria, including varying personas.<\/p>\n<p>By <a href=\"https:\/\/userpilot.com\/blog\/product-user-segmentation\/\" target=\"_blank\" rel=\"noopener noreferrer\">segmenting<\/a> the data this way, it becomes easy to understand the conversion trends for each segment. You can then design customized product experiences to meet each persona&#8217;s needs, boosting engagement and retention.<\/p>\n<h3 id=\"5680v\"><strong>Monitor time to convert for each funnel<\/strong><\/h3>\n<p>By tracking how long it takes users to progress from one stage of the funnel to the next, Userpilot helps you identify stages where users may be hesitating or <a href=\"https:\/\/userpilot.com\/blog\/funnel-drop\/\" target=\"_blank\" rel=\"noopener noreferrer\">dropping off<\/a>.<\/p>\n<p>This information is critical for streamlining the conversion process, whether it means optimizing <a href=\"https:\/\/userpilot.com\/blog\/free-trial-length-saas\/\" target=\"_blank\" rel=\"noopener noreferrer\">free trial duration<\/a>, providing additional <a href=\"https:\/\/userpilot.com\/blog\/user-onboarding-process\/\" target=\"_blank\" rel=\"noopener noreferrer\">onboarding<\/a> information, or removing unnecessary barriers.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/time-to-convert-bar-chart-how-to-perform-funnel-analysis-in-userpilot_cc0e0fa8fa56ea655aeb7702c433035c_800.png 1x, https:\/\/images.storychief.com\/account_6827\/time-to-convert-bar-chart-how-to-perform-funnel-analysis-in-userpilot_cc0e0fa8fa56ea655aeb7702c433035c_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/time-to-convert-bar-chart-how-to-perform-funnel-analysis-in-userpilot_cc0e0fa8fa56ea655aeb7702c433035c_800.png 1x, https:\/\/images.storychief.com\/account_6827\/time-to-convert-bar-chart-how-to-perform-funnel-analysis-in-userpilot_cc0e0fa8fa56ea655aeb7702c433035c_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/time-to-convert-bar-chart-how-to-perform-funnel-analysis-in-userpilot_cc0e0fa8fa56ea655aeb7702c433035c_800.png\" alt=\"time-to-convert-bar-chart_how-to-perform-funnel-analysis-in-userpilot\" \/><\/picture><figcaption>Monitor conversion duration with <a href=\"https:\/\/userpilot.com\/userpilot-demo\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<h3 id=\"aaic8\"><strong>Identify drop-off points in the customer journey<\/strong><\/h3>\n<p>One of the biggest advantages of funnel analysis is that it allows you to identify where users are dropping off in your <a href=\"https:\/\/userpilot.com\/blog\/how-to-analyze-the-customer-journey\/\" target=\"_blank\" rel=\"noopener noreferrer\">journeys<\/a>.<\/p>\n<p>Once you have your funnel report, simply hover over the drop-off range to see how many users are <a href=\"https:\/\/userpilot.com\/blog\/funnel-drop\/\" target=\"_blank\" rel=\"noopener noreferrer\">abandoning the process<\/a> and where.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/drop-offs-how-to-perform-funnel-analysis-in-userpilot_cd50c18ff6b2c7d7ba75aaf9b008364c_800.png 1x, https:\/\/images.storychief.com\/account_6827\/drop-offs-how-to-perform-funnel-analysis-in-userpilot_cd50c18ff6b2c7d7ba75aaf9b008364c_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/drop-offs-how-to-perform-funnel-analysis-in-userpilot_cd50c18ff6b2c7d7ba75aaf9b008364c_800.png 1x, https:\/\/images.storychief.com\/account_6827\/drop-offs-how-to-perform-funnel-analysis-in-userpilot_cd50c18ff6b2c7d7ba75aaf9b008364c_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/drop-offs-how-to-perform-funnel-analysis-in-userpilot_cd50c18ff6b2c7d7ba75aaf9b008364c_800.png\" alt=\"drop-offs_how-to-perform-funnel-analysis-in-userpilot\" \/><\/picture><figcaption>Track drop-offs in your conversion funnel with <a href=\"https:\/\/userpilot.com\/userpilot-demo\/\" target=\"_blank\" rel=\"noopener noreferrer\">Userpilot<\/a>.<\/figcaption><\/figure>\n<h3 id=\"4iaap\"><strong>Track period-over-period analysis for your funnels<\/strong><\/h3>\n<p>Lastly, Userpilot allows you to track how your conversion rates and drop-offs have <a href=\"https:\/\/userpilot.com\/blog\/trend-analysis-reports\/\" target=\"_blank\" rel=\"noopener noreferrer\">changed over time<\/a>.<\/p>\n<p>Essentially, you&#8217;re comparing the current period with a <a href=\"https:\/\/userpilot.com\/blog\/period-over-period-analysis\/\" target=\"_blank\" rel=\"noopener noreferrer\">previous period<\/a> (e.g., YoY, MoY) to see if you&#8217;re improving and generate <a href=\"https:\/\/userpilot.com\/blog\/customer-insights-examples\/\" target=\"_blank\" rel=\"noopener noreferrer\">insights<\/a> to do better.<\/p>\n<p>It&#8217;s easy to do this when your report is ready; just click on the &#8220;Previous Period&#8221; button to see data for the previous period for comparison.<\/p>\n<figure class=\"image strchf-type-image regular strchf-size-regular strchf-align-center\"><picture><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/previous-period-analysis_0a1739674046dd8ad7ad058493bf579d_800.png 1x, https:\/\/images.storychief.com\/account_6827\/previous-period-analysis_0a1739674046dd8ad7ad058493bf579d_1600.png 2x\" media=\"(max-width: 768px)\" \/><source srcset=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/previous-period-analysis_0a1739674046dd8ad7ad058493bf579d_800.png 1x, https:\/\/images.storychief.com\/account_6827\/previous-period-analysis_0a1739674046dd8ad7ad058493bf579d_1600.png 2x\" media=\"(min-width: 769px)\" \/><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/previous-period-analysis_0a1739674046dd8ad7ad058493bf579d_800.png\" alt=\"previous-period_analysis\" \/><\/picture><figcaption>Perform period-over-period analysis.<\/figcaption><\/figure>\n<h2 id=\"am4nl\"><strong>Conclusion<\/strong><\/h2>\n<p>Funnel analysis is a powerful way to learn more about your users and gather insights to improve the overall user experience. Tracking drop-offs helps identify friction so product teams can take the necessary steps to remove it from the user experience.<\/p>\n<p>Want to get started with funnel analysis in Userpilot? <a href=\"https:\/\/userpilot.com\/userpilot-demo\" target=\"_blank\" rel=\"noopener noreferrer\">Book a demo<\/a> now to begin.<\/p>\n<div class=\"container-banner-userpilot\" style=\"border: 1px solid #dadada; border-radius: 5px;\">\n<div class=\"wrapper-banner-userpilot\">\n<div>\n<p><img decoding=\"async\" class=\"fav-icon-banner-userpilot\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/usp-fav-dark.png\" \/><\/p>\n<h3>Try Userpilot and Take Your User Experience to the Next Level<\/h3>\n<div class=\"banner-userpilot-button-icon\">\n<p><a class=\"banner-userpilot-button\" href=\"https:\/\/userpilot.com\/userpilot-demo\">Get a Demo<\/a><\/p>\n<ul>\n<li>14 Day Trial<\/li>\n<li>No Credit Card Required<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<div class=\"image-banner-userpilot\"><img decoding=\"async\" src=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2024\/01\/userpilot-features-preview.png\" alt=\"\" \/><\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Curious to learn how to perform funnel analysis in Userpilot? This article provides an in-depth guide with helpful visuals to guide you through all the important steps and actionable lessons to start practicing.<\/p>\n","protected":false},"author":51,"featured_media":170647,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","inline_featured_image":false,"footnotes":""},"categories":[770],"tags":[5977,554,5556,1825,346,454,161],"class_list":["post-170645","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ux-analytics","tag-analysis-tools","tag-analytics-tools","tag-funnel-analysis","tag-product-analysis","tag-product-analytics","tag-saas-analytics-tools","tag-user-flow"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Perform Funnel Analysis in Userpilot: Step-By-Step Guide (+Use Cases)<\/title>\n<meta name=\"description\" content=\"This article breaks down how to perform funnel analysis in Userpilot. Learn how to create your customized report.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/userpilot.com\/blog\/how-to-perform-funnel-analysis-in-userpilot\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Perform Funnel Analysis in Userpilot: Step-By-Step Guide (+Use Cases)\" \/>\n<meta property=\"og:description\" content=\"This article breaks down how to perform funnel analysis in Userpilot. Learn how to create your customized report.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/userpilot.com\/blog\/how-to-perform-funnel-analysis-in-userpilot\/\" \/>\n<meta property=\"og:site_name\" content=\"Thoughts about Product Adoption, User Onboarding and Good UX | Userpilot Blog\" \/>\n<meta property=\"article:published_time\" content=\"2024-02-18T09:40:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-02-17T08:04:06+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2024\/02\/how-to-perform-funnel-analysis-in-userpilot-step-by-step-guide_839a8850cd40b88ee06cf4eb9a13e585_2000.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"2000\" \/>\n\t<meta property=\"og:image:height\" content=\"1309\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Sophie Grigoryan\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sophie Grigoryan\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"13 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/userpilot.com\/blog\/how-to-perform-funnel-analysis-in-userpilot\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/userpilot.com\/blog\/how-to-perform-funnel-analysis-in-userpilot\/\"},\"author\":{\"name\":\"Sophie Grigoryan\",\"@id\":\"https:\/\/userpilot.com\/blog\/#\/schema\/person\/de37c23746f7aa52492f6c97b1f222cf\"},\"headline\":\"How to Perform Funnel Analysis in Userpilot: Step-By-Step Guide (+Use Cases)\",\"datePublished\":\"2024-02-18T09:40:00+00:00\",\"dateModified\":\"2026-02-17T08:04:06+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/userpilot.com\/blog\/how-to-perform-funnel-analysis-in-userpilot\/\"},\"wordCount\":1897,\"commentCount\":0,\"image\":{\"@id\":\"https:\/\/userpilot.com\/blog\/how-to-perform-funnel-analysis-in-userpilot\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2024\/02\/how-to-perform-funnel-analysis-in-userpilot-step-by-step-guide_839a8850cd40b88ee06cf4eb9a13e585_2000.jpg\",\"keywords\":[\"analysis tools\",\"analytics tools\",\"Funnel Analysis\",\"product analysis\",\"product analytics\",\"saas analytics tools\",\"user flow\"],\"articleSection\":[\"UX Analytics\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/userpilot.com\/blog\/how-to-perform-funnel-analysis-in-userpilot\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/userpilot.com\/blog\/how-to-perform-funnel-analysis-in-userpilot\/\",\"url\":\"https:\/\/userpilot.com\/blog\/how-to-perform-funnel-analysis-in-userpilot\/\",\"name\":\"How to Perform Funnel Analysis in Userpilot: Step-By-Step Guide (+Use Cases)\",\"isPartOf\":{\"@id\":\"https:\/\/userpilot.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/userpilot.com\/blog\/how-to-perform-funnel-analysis-in-userpilot\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/userpilot.com\/blog\/how-to-perform-funnel-analysis-in-userpilot\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2024\/02\/how-to-perform-funnel-analysis-in-userpilot-step-by-step-guide_839a8850cd40b88ee06cf4eb9a13e585_2000.jpg\",\"datePublished\":\"2024-02-18T09:40:00+00:00\",\"dateModified\":\"2026-02-17T08:04:06+00:00\",\"author\":{\"@id\":\"https:\/\/userpilot.com\/blog\/#\/schema\/person\/de37c23746f7aa52492f6c97b1f222cf\"},\"description\":\"This article breaks down how to perform funnel analysis in Userpilot. 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