Summary of funnel analysis examples<\/h2>\n\n- Funnel analysis helps map out all the steps website visitors and in-app users take to achieve conversion goals<\/a>, like signing up for your tool or completing the onboarding process.<\/li>\n<\/ul>\n
Funnel analysis allows you to:<\/p>\n
\n- Measure company performance<\/a>.<\/li>\n
- Create data-driven product roadmaps<\/a>.<\/li>\n
- Identify friction areas<\/a>.<\/li>\n
- Increase revenue growth<\/a>.<\/li>\n<\/ul>\n
Here\u2019s how to perform conversion funnel analysis<\/a> for a specific user journey:<\/p>\n\n- Create your user personas.<\/a><\/li>\n
- Map out each stage in the customer journey.<\/a><\/li>\n
- Visualize the journey with a funnel analysis chart.<\/a><\/li>\n
- Identify drop-off points from the report.<\/a><\/li>\n
- Couple findings with other reports to drive deeper insights.<\/a><\/li>\n<\/ol>\n
Five funnel examples to extract actionable insights:<\/p>\n
\n- Marketing and sales funnel.<\/a><\/li>\n
- Onboarding process funnel.<\/a><\/li>\n
- Activation funnel.<\/a><\/li>\n
- Free trial to paid conversion funnel.<\/a><\/li>\n
- Review funnel.<\/a><\/li>\n<\/ol>\n
What is funnel analysis?<\/strong><\/h2>\nFunnel analysis is a method for tracking how users progress through each user journey. These range from landing page conversion<\/a> journeys to in-app onboarding journeys.<\/p>\nThis lets product managers and marketers track how users progress through each stage. By visualizing the conversion rate at each step, funnel analysis identifies where users drop off and highlights opportunities for improving the user experience<\/a> and increasing conversions.<\/p>\n![\"conversion-steps_Userpilot\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/conversion-steps-funnel-analysis-examples_d93b99836a04f71dcb889efbab03e848_800.png\")
<\/picture>Funnel analysis report.<\/figcaption><\/figure>\nThe benefits of conducting funnel analysis<\/strong><\/h2>\nRegular and comprehensive conversion funnel analysis enables you to:<\/p>\n
\n- Measure company performance<\/strong>: By analyzing <\/a>how users progress through important journey stages, you can track your efforts across marketing<\/a>, activation<\/a>, adoption<\/a>, and retention<\/a>, and see what you\u2019re doing right.<\/li>\n
- Create data-driven product roadmaps<\/strong>: Funnel analysis uncovers areas where users struggle the most. Based on this information, you can prioritize features and updates that improve the user experience<\/a>.<\/li>\n
- Identify friction areas<\/strong>: One of the core advantages of funnel analysis is pinpointing where users drop off. It might be from a confusing sign-up form, slow-loading pages, or a complicated payment process. By identifying these friction points<\/a>, you can take targeted actions to remove obstacles and create a smoother flow.<\/li>\n
- Increase revenue growth<\/strong>: Enhancing user journeys across multiple areas leads to better product experience<\/a>, increased conversion rates, and more long-term retention<\/a>.<\/li>\n<\/ul>\n
How to perform funnel analysis for a specific user journey<\/strong><\/h2>\nFollow these simple steps to analyze user journeys<\/a> and glean actionable insights.<\/p>\n1. Create your user personas<\/strong><\/h3>\nA user persona<\/a> is a fictional yet realistic representation of your ideal customer. It allows you to closely observe how different user segments interact with your product.<\/p>\nUser personas go beyond basic demographics and delve into the motivations, behaviors, and pain points<\/a> of specific user segments.<\/p>\nWhen creating a user persona<\/a>, answer these three questions:<\/p>\n\n- Who is the user?<\/li>\n
- What is their primary goal?<\/li>\n
- What are their pain points?<\/li>\n<\/ul>\n
Here\u2019s a simple template you can use.<\/p>\n![\"user-persona-funnel-analysis-examples\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/user-persona-funnel-analysis-examples_958879392392bd62614cdeacfdcd50ac_800.jpg\")
<\/picture>Free user persona template<\/a>.<\/figcaption><\/figure>\n2. Map out each stage in the customer journey<\/strong><\/h3>\nChoose the customer journey<\/a> you want to analyze, then map every touchpoint<\/a>, from initial contact to conversion.<\/p>\nFor example, if you\u2019re analyzing your onboarding process, highlight every step from when the user sees your first onboarding<\/a> element to when the onboarding is complete.<\/p>\n![\"miro-customer-journey-map\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/miro-customer-journey-map_3288be4ba18d045e4260d457f65b8766_800.png\")
<\/picture>Example of a user journey map<\/a>.<\/figcaption><\/figure>\n3. Visualize the journey with a funnel analysis chart<\/strong><\/h3>\nUsing a product analytics<\/a> tool, define the customer journey by adding events in the order that users should complete them.<\/p>\nThen, generate funnel reports showing how many users completed each event<\/a>. The report should look something like this for easy interpretation.<\/p>\n![\"funnel-analysis_funnel-analysis-examples\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/funnel-analysis-funnel-analysis-examples_0c224f4ed582a269abfd09c697592496_800.png\")
<\/picture>Funnel analysis report.<\/figcaption><\/figure>\n4. Identify drop-off points from the report<\/strong><\/h3>\nCarefully review the funnel analysis chart to pinpoint stages with high drop-off rates<\/a>.<\/p>\nIdentifying these drop-off points is crucial for understanding which parts of the user journey require optimization to reduce friction and enhance user experience.<\/a><\/p>\n![\"drop-off-rates\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/drop-off-rates_f66c1710478eceec6d9d44b4cb74f032_800.png\")
<\/picture>Funnel analysis report showing drop-off rate.<\/figcaption><\/figure>\n5. Couple findings with other reports to analyze user behavior<\/strong><\/h3>\nFunnel analysis helps point out where the problem lies, but it doesn\u2019t show you what\u2019s causing it.<\/p>\n
To get a comprehensive understanding of the reason behind the friction, you\u2019ll need to pair funnel reports with other reporting tools such as feedback surveys<\/a>, or session recordings.<\/p>\nHere\u2019s an example of how pairing with other reports gives you better insights.<\/p>\n
Say, your funnel report shows most users leave the onboarding flow<\/a> before importing their data, but you don\u2019t understand why. By watching session recordings of user interactions, you might see that users struggle to find the import <\/em>button.<\/p>\nArmed with this additional insight, you can deploy tooltips or other contextual solutions to help users engage better.<\/a><\/p>\n5 Funnel examples to gain valuable insights<\/strong><\/h2>\nThis section shows you five major funnel analyses in SaaS. Read through and see the customer insights<\/a> they help you gather.<\/p>\n1. Marketing funnel analysis example<\/strong><\/h3>\nMarketing funnels<\/a> track how website visitors and potential leads discover your product and eventually sign up. Improving this funnel helps you boost new user acquisition while cutting down on your CAC<\/a>.<\/p>\nLet’s go over the marketing funnel stages and what they represent:<\/p>\n
\n- Awareness stage<\/strong>: At this stage, potential customers<\/a> recognize a need or problem they have that your product could potentially solve.<\/li>\n
- Interest stage<\/strong>: After becoming aware, they start to express interest by looking for more information. They might visit your website, read blog posts<\/a>, or check review platforms to learn more about what you offer.<\/li>\n
- Consideration stage<\/strong>: Here, the potential buyer compares your solution to other options in the market. They’re looking for information to weigh the pros and cons before making a decision. You\u2019ll find buyers in the consideration stage, checking out the pricing<\/a> and comparison pages on your website.<\/li>\n
- Sign-up stage<\/strong>: At this point, potential customers are ready to take some form of action. They subscribe to your newsletter, book a demo, or sign up<\/a> for a free trial, indicating a direct interest in engaging with your product.<\/li>\n<\/ol>\n
![\"SaaS-Marketing-Funnel\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/saas-marketing-funnel_2c2fa6a57f81e7357edd4a566c076383_800.png\")
<\/picture>Marketing funnel stages.<\/figcaption><\/figure>\n2. Onboarding process funnel analysis example<\/strong><\/h3>\nOnboarding funnels<\/a> help you monitor how new users move through each step of the onboarding process. By tracking this funnel, you can see where most users feel engaged and where drop-offs happen, allowing you to implement changes and boost product adoption<\/a>.<\/p>\nYou can also track metrics such as time to convert and duration of engagement, enabling you to extract deeper experience insights and lower your time to value<\/a>.<\/p>\nHere is an example of an onboarding funnel<\/a> for a project management tool:<\/p>\n\n- User starts the onboarding flow<\/strong>: The user initiates the onboarding process<\/a>, often through sign-up or first-time login. This marks the beginning of their guided experience.<\/li>\n
- Creates a project<\/strong>: The user follows the first instruction to create a new project. This is where they\u2019ll collaborate with others.<\/li>\n
- Adds a user: <\/strong>Next, the onboarding flow explains how to add a new team member.<\/li>\n
- Assigns the first task<\/strong>: The last step of the onboarding flow is to create a new task and assign it to a user.<\/li>\n
- Finishes onboarding<\/strong>: This is the end of the onboarding where a thank you message may be shown.<\/li>\n<\/ol>\n
![\"Onboarding-Funnel-funnel-analysis-examples\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/onboarding-funnel-funnel-analysis-examples_da234e6929793be04286f61f747309c1_800.png\")
<\/picture>An example of an onboarding funnel.<\/figcaption><\/figure>\nProper guidance<\/a> through the onboarding stages<\/a> helps new users get started with your tool and boosts activations.<\/p>\nKommunicate<\/a>, a customer support tool, struggled to get new users to adopt key features. They were able to bring about a 37.5% increase in feature adoption rate and<\/a> + 3% in expansion MRR<\/a> within seven months, all with a guided product walkthrough.<\/p>\n![\"interactive-personalized-onboarding_funnel-analysis-examples-Userpilot\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/interactive-personalized-onboarding-funnel-analysis-examples-userpilot_cfc94a8eb27e663412067ad4d3eae986.gif\")
<\/picture>Kommunicate\u2019s onboarding guidance.<\/figcaption><\/figure>\n3. Activation funnel analysis example<\/strong><\/h3>\nUser activation<\/a> is when a user experiences the value of your product and decides the tool is right for them.<\/p>\nThe activation funnel tracks new users from when they sign up, as they experience the product onboarding and explore the tool, till the point they finally activate. Improving this funnel helps to boost engagement and product adoption<\/a>.<\/p>\nActivation funnel stages<\/a> vary because every product is different. However, it begins from the sign-up stage and ends at user activation.<\/p>\n![\"User-Activation-Funnel\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/user-activation-funnel_5fdbe1069e367bd9ebc3802d62b4067f_800.png\")
<\/picture>User activation funnel.<\/figcaption><\/figure>\n4. Free trial to paid conversion funnel analysis example<\/strong><\/h3>\nThe free trial to paid conversion<\/a> funnel tracks the steps trial users take to convert to paid customers. By understanding how users progress through this funnel, you can spot and address common bottlenecks, increase your conversion rates, and grow revenue.<\/p>\nTrack this funnel by monitoring how trial users go from acquisition<\/a> to adoption<\/a> and paying customers<\/a>. However, note that the trial conversion funnel is one of the most porous, with users dropping off at every stage for various reasons.<\/p>\nFor example, users drop between acquisition and activation when they come to your tool and realize a value gap<\/a>. More drop-offs will occur if you don\u2019t have an effective onboarding process that reduces time to value<\/a> and drives adoption. The solution to all these is to regularly analyze the funnel steps and find insights to help users progress more smoothly.<\/p>\n![\"The-Free-Trial-to-Paid-Conversion\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/the-free-trail-to-paid-conversion-funnel-analysis-examples_db6d7bcddf538603ab0bb6169a0b9865_800.png\")
<\/picture>Free trial to paid conversion funnel.<\/figcaption><\/figure>\n5. Review funnel analysis example<\/strong><\/h3>\nA review funnel<\/a> is a strategic process designed to guide satisfied customers through the steps of leaving positive reviews on social media, review platforms, or other channels.<\/p>\nOptimizing this funnel helps your brand build a strong online presence and offers social proof, leading to improved customer acquisition<\/a>.<\/p>\n![\"Review-Funnel-analysis-examples\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/review-funnel-analysis-examples_599cf5715b7a2812b7223566fa9c7d0f_800.png\")
<\/picture>Customer review funnel.<\/figcaption><\/figure>\nHere\u2019s how a review funnel could work:<\/p>\n
\n- Trigger a Net Promoter Score<\/a> (NPS<\/a>) survey in-app, asking users how likely they are to recommend your tool (or feature) on a scale of 0-10.<\/li>\n
- Segment<\/a> the promoters (those who love your tool and score you a 9 or 10). The detractors and passives will drop off here.<\/li>\n
- Ask promoters<\/a> to leave you a review, as in the example below.<\/li>\n<\/ol>\n
![\"userpilot-g2-review_funnel-analysis-examples\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/userpilot-g2-review-funnel-analysis-examples_a7493850583ceef6fe63dd0109ca1f37_800.png\")
<\/picture>A Userpilot<\/a> review on G2.<\/figcaption><\/figure>\nBest funnel analytics tools to try<\/strong><\/h2>\nSpecialized tools make it easy to visualize user funnels and spot issues in the customer journey. This section shows you three of the best funnel analytics tools<\/a> and their features:<\/p>\nUserpilot – Best funnel analysis tool for tracking user behavior<\/strong><\/h3>\nUserpilot is a product growth platform that lets users build in-app engagement flows<\/a>, track product usage data<\/a>, and collect customer feedback<\/a>.<\/p>\nIt offers powerful funnel analysis tools you can use to create custom events for all user journeys and track how users move through each event. The robust visualization options make it super easy to view key metrics, interpret funnel reports<\/a>, and draw insightful conclusions.<\/p>\n![\"making-a-funnel-report-in-userpilot\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/making-a-funnel-report-in-userpilot_16d8506b75d4338952730774f9a7bdbb.gif\")
<\/picture>Creating funnel events.<\/figcaption><\/figure>\nYou can also break down your funnel analysis by various user properties such as device type, location, sign-up date, and more.<\/p>\n![\"breakdown_funnel-analysis-examples\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/breakdown-funnel-analysis-examples_a92caaab8dc59850ac38f963b2c6ccbd_800.png\")
<\/picture>Track funnel breakdowns.<\/figcaption><\/figure>\nMoreover, Userpilot offers extensive product analytics to give you a better understanding of the user experience. Here\u2019s a quick overview:<\/p>\n
\n- Path analysis<\/a><\/strong>: Monitor all the paths users take to reach the final conversion stage.<\/li>\n
- Trend analysis<\/a><\/strong>: Track changing user behaviors and preferences.<\/li>\n
- Feature usage reports<\/strong>: Analyze how users interact with specific features and events.<\/li>\n
- Feature engagement dashboard<\/a><\/strong>: Monitor key usage metrics and reports in one place.<\/li>\n<\/ul>\n
![\"feature-engagement-dashboard-Userpilot\"](\"https:\/\/blog-static.userpilot.com\/blog\/wp-content\/uploads\/2025\/11\/feature-engagement-dashboard-userpilot_c2673ac9d948085e9bc2038a673239b8_800.png\")
<\/picture>A feature engagement dashboard.<\/figcaption><\/figure>\nGoogle Analytics – Best tool for tracking website conversion funnels<\/strong><\/h3>\nGoogle Analytics is a website analytics platform that tracks and reports user behavior on websites and apps. You can use it to track marketing <\/a>metrics such as page views, traffic sources, bounce rate, time on site, and conversion rates.<\/p>\nGA also lets you set up goals and create funnel reports to track how users progress through various steps toward conversion<\/a>. The platform has free and paid plans. The paid plan lets you analyze funnel metrics for complex, enterprise-level marketing efforts.<\/p>\n
Funnel analysis allows you to:<\/p>\n
- \n
- Measure company performance<\/a>.<\/li>\n
- Create data-driven product roadmaps<\/a>.<\/li>\n
- Identify friction areas<\/a>.<\/li>\n
- Increase revenue growth<\/a>.<\/li>\n<\/ul>\n
Here\u2019s how to perform conversion funnel analysis<\/a> for a specific user journey:<\/p>\n
- \n
- Create your user personas.<\/a><\/li>\n
- Map out each stage in the customer journey.<\/a><\/li>\n
- Visualize the journey with a funnel analysis chart.<\/a><\/li>\n
- Identify drop-off points from the report.<\/a><\/li>\n
- Couple findings with other reports to drive deeper insights.<\/a><\/li>\n<\/ol>\n
Five funnel examples to extract actionable insights:<\/p>\n
- \n
- Marketing and sales funnel.<\/a><\/li>\n
- Onboarding process funnel.<\/a><\/li>\n
- Activation funnel.<\/a><\/li>\n
- Free trial to paid conversion funnel.<\/a><\/li>\n
- Review funnel.<\/a><\/li>\n<\/ol>\n
What is funnel analysis?<\/strong><\/h2>\n
Funnel analysis is a method for tracking how users progress through each user journey. These range from landing page conversion<\/a> journeys to in-app onboarding journeys.<\/p>\n
This lets product managers and marketers track how users progress through each stage. By visualizing the conversion rate at each step, funnel analysis identifies where users drop off and highlights opportunities for improving the user experience<\/a> and increasing conversions.<\/p>\n
<\/picture>Funnel analysis report.<\/figcaption><\/figure>\n The benefits of conducting funnel analysis<\/strong><\/h2>\n
Regular and comprehensive conversion funnel analysis enables you to:<\/p>\n
- \n
- Measure company performance<\/strong>: By analyzing <\/a>how users progress through important journey stages, you can track your efforts across marketing<\/a>, activation<\/a>, adoption<\/a>, and retention<\/a>, and see what you\u2019re doing right.<\/li>\n
- Create data-driven product roadmaps<\/strong>: Funnel analysis uncovers areas where users struggle the most. Based on this information, you can prioritize features and updates that improve the user experience<\/a>.<\/li>\n
- Identify friction areas<\/strong>: One of the core advantages of funnel analysis is pinpointing where users drop off. It might be from a confusing sign-up form, slow-loading pages, or a complicated payment process. By identifying these friction points<\/a>, you can take targeted actions to remove obstacles and create a smoother flow.<\/li>\n
- Increase revenue growth<\/strong>: Enhancing user journeys across multiple areas leads to better product experience<\/a>, increased conversion rates, and more long-term retention<\/a>.<\/li>\n<\/ul>\n
How to perform funnel analysis for a specific user journey<\/strong><\/h2>\n
Follow these simple steps to analyze user journeys<\/a> and glean actionable insights.<\/p>\n
1. Create your user personas<\/strong><\/h3>\n
A user persona<\/a> is a fictional yet realistic representation of your ideal customer. It allows you to closely observe how different user segments interact with your product.<\/p>\n
User personas go beyond basic demographics and delve into the motivations, behaviors, and pain points<\/a> of specific user segments.<\/p>\n
When creating a user persona<\/a>, answer these three questions:<\/p>\n
- \n
- Who is the user?<\/li>\n
- What is their primary goal?<\/li>\n
- What are their pain points?<\/li>\n<\/ul>\n
Here\u2019s a simple template you can use.<\/p>\n
<\/picture>Free user persona template<\/a>.<\/figcaption><\/figure>\n 2. Map out each stage in the customer journey<\/strong><\/h3>\n
Choose the customer journey<\/a> you want to analyze, then map every touchpoint<\/a>, from initial contact to conversion.<\/p>\n
For example, if you\u2019re analyzing your onboarding process, highlight every step from when the user sees your first onboarding<\/a> element to when the onboarding is complete.<\/p>\n
<\/picture>Example of a user journey map<\/a>.<\/figcaption><\/figure>\n 3. Visualize the journey with a funnel analysis chart<\/strong><\/h3>\n
Using a product analytics<\/a> tool, define the customer journey by adding events in the order that users should complete them.<\/p>\n
Then, generate funnel reports showing how many users completed each event<\/a>. The report should look something like this for easy interpretation.<\/p>\n
<\/picture>Funnel analysis report.<\/figcaption><\/figure>\n 4. Identify drop-off points from the report<\/strong><\/h3>\n
Carefully review the funnel analysis chart to pinpoint stages with high drop-off rates<\/a>.<\/p>\n
Identifying these drop-off points is crucial for understanding which parts of the user journey require optimization to reduce friction and enhance user experience.<\/a><\/p>\n
<\/picture>Funnel analysis report showing drop-off rate.<\/figcaption><\/figure>\n 5. Couple findings with other reports to analyze user behavior<\/strong><\/h3>\n
Funnel analysis helps point out where the problem lies, but it doesn\u2019t show you what\u2019s causing it.<\/p>\n
To get a comprehensive understanding of the reason behind the friction, you\u2019ll need to pair funnel reports with other reporting tools such as feedback surveys<\/a>, or session recordings.<\/p>\n
Here\u2019s an example of how pairing with other reports gives you better insights.<\/p>\n
Say, your funnel report shows most users leave the onboarding flow<\/a> before importing their data, but you don\u2019t understand why. By watching session recordings of user interactions, you might see that users struggle to find the import <\/em>button.<\/p>\n
Armed with this additional insight, you can deploy tooltips or other contextual solutions to help users engage better.<\/a><\/p>\n
5 Funnel examples to gain valuable insights<\/strong><\/h2>\n
This section shows you five major funnel analyses in SaaS. Read through and see the customer insights<\/a> they help you gather.<\/p>\n
1. Marketing funnel analysis example<\/strong><\/h3>\n
Marketing funnels<\/a> track how website visitors and potential leads discover your product and eventually sign up. Improving this funnel helps you boost new user acquisition while cutting down on your CAC<\/a>.<\/p>\n
Let’s go over the marketing funnel stages and what they represent:<\/p>\n
- \n
- Awareness stage<\/strong>: At this stage, potential customers<\/a> recognize a need or problem they have that your product could potentially solve.<\/li>\n
- Interest stage<\/strong>: After becoming aware, they start to express interest by looking for more information. They might visit your website, read blog posts<\/a>, or check review platforms to learn more about what you offer.<\/li>\n
- Consideration stage<\/strong>: Here, the potential buyer compares your solution to other options in the market. They’re looking for information to weigh the pros and cons before making a decision. You\u2019ll find buyers in the consideration stage, checking out the pricing<\/a> and comparison pages on your website.<\/li>\n
- Sign-up stage<\/strong>: At this point, potential customers are ready to take some form of action. They subscribe to your newsletter, book a demo, or sign up<\/a> for a free trial, indicating a direct interest in engaging with your product.<\/li>\n<\/ol>\n
<\/picture>Marketing funnel stages.<\/figcaption><\/figure>\n 2. Onboarding process funnel analysis example<\/strong><\/h3>\n
Onboarding funnels<\/a> help you monitor how new users move through each step of the onboarding process. By tracking this funnel, you can see where most users feel engaged and where drop-offs happen, allowing you to implement changes and boost product adoption<\/a>.<\/p>\n
You can also track metrics such as time to convert and duration of engagement, enabling you to extract deeper experience insights and lower your time to value<\/a>.<\/p>\n
Here is an example of an onboarding funnel<\/a> for a project management tool:<\/p>\n
- \n
- User starts the onboarding flow<\/strong>: The user initiates the onboarding process<\/a>, often through sign-up or first-time login. This marks the beginning of their guided experience.<\/li>\n
- Creates a project<\/strong>: The user follows the first instruction to create a new project. This is where they\u2019ll collaborate with others.<\/li>\n
- Adds a user: <\/strong>Next, the onboarding flow explains how to add a new team member.<\/li>\n
- Assigns the first task<\/strong>: The last step of the onboarding flow is to create a new task and assign it to a user.<\/li>\n
- Finishes onboarding<\/strong>: This is the end of the onboarding where a thank you message may be shown.<\/li>\n<\/ol>\n
<\/picture>An example of an onboarding funnel.<\/figcaption><\/figure>\n Proper guidance<\/a> through the onboarding stages<\/a> helps new users get started with your tool and boosts activations.<\/p>\n
Kommunicate<\/a>, a customer support tool, struggled to get new users to adopt key features. They were able to bring about a 37.5% increase in feature adoption rate and<\/a> + 3% in expansion MRR<\/a> within seven months, all with a guided product walkthrough.<\/p>\n
<\/picture>Kommunicate\u2019s onboarding guidance.<\/figcaption><\/figure>\n 3. Activation funnel analysis example<\/strong><\/h3>\n
User activation<\/a> is when a user experiences the value of your product and decides the tool is right for them.<\/p>\n
The activation funnel tracks new users from when they sign up, as they experience the product onboarding and explore the tool, till the point they finally activate. Improving this funnel helps to boost engagement and product adoption<\/a>.<\/p>\n
Activation funnel stages<\/a> vary because every product is different. However, it begins from the sign-up stage and ends at user activation.<\/p>\n
<\/picture>User activation funnel.<\/figcaption><\/figure>\n 4. Free trial to paid conversion funnel analysis example<\/strong><\/h3>\n
The free trial to paid conversion<\/a> funnel tracks the steps trial users take to convert to paid customers. By understanding how users progress through this funnel, you can spot and address common bottlenecks, increase your conversion rates, and grow revenue.<\/p>\n
Track this funnel by monitoring how trial users go from acquisition<\/a> to adoption<\/a> and paying customers<\/a>. However, note that the trial conversion funnel is one of the most porous, with users dropping off at every stage for various reasons.<\/p>\n
For example, users drop between acquisition and activation when they come to your tool and realize a value gap<\/a>. More drop-offs will occur if you don\u2019t have an effective onboarding process that reduces time to value<\/a> and drives adoption. The solution to all these is to regularly analyze the funnel steps and find insights to help users progress more smoothly.<\/p>\n
<\/picture>Free trial to paid conversion funnel.<\/figcaption><\/figure>\n 5. Review funnel analysis example<\/strong><\/h3>\n
A review funnel<\/a> is a strategic process designed to guide satisfied customers through the steps of leaving positive reviews on social media, review platforms, or other channels.<\/p>\n
Optimizing this funnel helps your brand build a strong online presence and offers social proof, leading to improved customer acquisition<\/a>.<\/p>\n
<\/picture>Customer review funnel.<\/figcaption><\/figure>\n Here\u2019s how a review funnel could work:<\/p>\n
- \n
- Trigger a Net Promoter Score<\/a> (NPS<\/a>) survey in-app, asking users how likely they are to recommend your tool (or feature) on a scale of 0-10.<\/li>\n
- Segment<\/a> the promoters (those who love your tool and score you a 9 or 10). The detractors and passives will drop off here.<\/li>\n
- Ask promoters<\/a> to leave you a review, as in the example below.<\/li>\n<\/ol>\n
<\/picture>A Userpilot<\/a> review on G2.<\/figcaption><\/figure>\n Best funnel analytics tools to try<\/strong><\/h2>\n
Specialized tools make it easy to visualize user funnels and spot issues in the customer journey. This section shows you three of the best funnel analytics tools<\/a> and their features:<\/p>\n
Userpilot – Best funnel analysis tool for tracking user behavior<\/strong><\/h3>\n
Userpilot is a product growth platform that lets users build in-app engagement flows<\/a>, track product usage data<\/a>, and collect customer feedback<\/a>.<\/p>\n
It offers powerful funnel analysis tools you can use to create custom events for all user journeys and track how users move through each event. The robust visualization options make it super easy to view key metrics, interpret funnel reports<\/a>, and draw insightful conclusions.<\/p>\n
<\/picture>Creating funnel events.<\/figcaption><\/figure>\n You can also break down your funnel analysis by various user properties such as device type, location, sign-up date, and more.<\/p>\n
<\/picture>Track funnel breakdowns.<\/figcaption><\/figure>\n Moreover, Userpilot offers extensive product analytics to give you a better understanding of the user experience. Here\u2019s a quick overview:<\/p>\n
- \n
- Path analysis<\/a><\/strong>: Monitor all the paths users take to reach the final conversion stage.<\/li>\n
- Trend analysis<\/a><\/strong>: Track changing user behaviors and preferences.<\/li>\n
- Feature usage reports<\/strong>: Analyze how users interact with specific features and events.<\/li>\n
- Feature engagement dashboard<\/a><\/strong>: Monitor key usage metrics and reports in one place.<\/li>\n<\/ul>\n
<\/picture>A feature engagement dashboard.<\/figcaption><\/figure>\n Google Analytics – Best tool for tracking website conversion funnels<\/strong><\/h3>\n
Google Analytics is a website analytics platform that tracks and reports user behavior on websites and apps. You can use it to track marketing <\/a>metrics such as page views, traffic sources, bounce rate, time on site, and conversion rates.<\/p>\n
GA also lets you set up goals and create funnel reports to track how users progress through various steps toward conversion<\/a>. The platform has free and paid plans. The paid plan lets you analyze funnel metrics for complex, enterprise-level marketing efforts.<\/p>\n
- Trend analysis<\/a><\/strong>: Track changing user behaviors and preferences.<\/li>\n
- Segment<\/a> the promoters (those who love your tool and score you a 9 or 10). The detractors and passives will drop off here.<\/li>\n
- Creates a project<\/strong>: The user follows the first instruction to create a new project. This is where they\u2019ll collaborate with others.<\/li>\n
- Interest stage<\/strong>: After becoming aware, they start to express interest by looking for more information. They might visit your website, read blog posts<\/a>, or check review platforms to learn more about what you offer.<\/li>\n
- Awareness stage<\/strong>: At this stage, potential customers<\/a> recognize a need or problem they have that your product could potentially solve.<\/li>\n
- Create data-driven product roadmaps<\/strong>: Funnel analysis uncovers areas where users struggle the most. Based on this information, you can prioritize features and updates that improve the user experience<\/a>.<\/li>\n
- Onboarding process funnel.<\/a><\/li>\n
- Map out each stage in the customer journey.<\/a><\/li>\n
- Create data-driven product roadmaps<\/a>.<\/li>\n
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