Save a Funnel Analysis

To save your Funnel query, locate the Save as New button in the top right corner above the query builder. Here, you can choose to save your query or add it to a dashboard.

Funnel save menu

Saving to a dashboard

When you select “Save into Dashboard”, a pop-up window will appear. The window will preview your Funnel query. Here, you can choose which metrics to save to your dashboard. The options are:

  • Average Conversion Time
  • Total Conversion Rate
  • Funnel Chart
  • Funnel Table

Each metric will be saved as a separate analysis on your dashboard. You must also select the dashboard in which to save your Funnel query. If you want to save your query to a new dashboard, you can create a dashboard from the save window.

Funnel save to dashboard

Saving your analysis

If you select Save Analysis, a pop-up window will appear. Here, use the dropdown menu to select the folder in which to save your Funnel bookmark.

Funnel save analysis

Saving modified queries

If you access and modify a saved query or one from a dashboard, simply select the Save button in the top right corner above the query builder. This will replace the existing query. If you want to retain the original analysis, save the modified query as a new analysis. Don’t forget to change the query name in order to differentiate between the two!

Funnel modify query

Was this page helpful?