Analyzing Funnel Reports in Insights

Updated on May 26, 2019 Download PDFDownload as PDF
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Brief Overview

This article explains how to analyze the dashboard data that appears on your Insights Funnels page once you have created Funnels in the Insights Funnels Page.

Analyzing the Funnels Dashboard

Analyzing a Single Saved Filter And Date Range

  1. Sign into your Insights account at insights.walkme.com;
  2. Navigate to the Funnels page in Insights;
  3. Select a pre-made Funnel from the Funnel drop-down menu;
  4. Select the saved filter (default is All Sessions/end-users) and date-range you wish to filter the Funnel results by;
    • The results are projected onto a graph where the x-axis is the steps of the Funnel and their respective drop-off rates, and the y-axis is the percentage of users the step bars correspond to:

 

Pro-Tip

Session Playback customers can click on a blue bar to view the sessions of users who completed that and all preceding steps, or a DROPPED icon to view the sessions of users who completed all steps prior to the drop-off point and none after.

Steps For Comparing Funnel Filters

  1. Sign into your Insights account at insights.walkme.com;
  2. Navigate to the Funnels page in Insights;
  3. Select a Funnel filter on the left side of the “VS.” and a Funnel filter on the right side.
    • Upon selecting the comparison group, the results of the comparison will populate the dashboard;
    • You can compare different filters along the same date range (e.g., to compare the behavior of users from different countries), or the same filters along a different date range (e.g., to analyze the effectiveness of a new WalkMe solution for users from the same country):

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