Funnels
A funnel measures conversion through a sequence of events. You define an ordered list of step events, and Beacon computes how many actors reach each step within a configurable time window. Useful for onboarding flows, checkout sequences, or any multi-step process where you care about drop-off.
Prerequisites
- Plan: Funnels are available on Trial, Pro, Business, and Enterprise. Starter accounts see an upgrade prompt instead of the Funnels page.
- Permissions:
view_funnelsto see and run funnels;manage_funnelsadditionally to create, edit, or delete.
Create a funnel
In the sidebar, click Funnels, then New Funnel in the top-right.
Fill in:
| Field | Required | Notes |
|---|---|---|
| Name | Yes | Unique within your tenant. |
| Description | No | Free text for your own reference. |
| Conversion window (days) | Yes | Default 7. Range 1-90. How long an actor has, starting from step 1, to complete every subsequent step. |
| Default product | No | Pre-fills the Source App filter when the funnel is opened. The user can change it. |
| Steps | Yes | Between 2 and 10 steps. |
For each step:
- Event name (required) — must match the
nameyour SDK sends. - Event category (optional) — if supplied, the step matches only events with this
(category, name)pair. Leave blank to match the event name across any category. - Label (optional) — friendly name shown in charts and tables instead of the raw event name.
Steps are ordered top-to-bottom. Drag the grip handle to reorder.
Click Create funnel to save. You’re navigated to the new funnel’s detail page.
Run the funnel
The detail page auto-runs the funnel against the last 30 days the first time you open it. Later visits restore the filters you used last (stored per-funnel in your browser).
The Filters panel controls:
- Source App — restrict to events from a single product. Defaults to the funnel’s stored default product, or blank.
- Time range — a preset or a custom date range.
Click Run Funnel to recompute. Computation is live (queries raw events on each request — no aggregation delay), so newly-fired events appear in results as soon as ingestion accepts them.
If the selected start date predates your plan’s retention window, a yellow banner appears:
Data before [date] has been purged per your plan’s retention policy.
Beacon silently clamps the start date to the earliest retained event — the funnel still runs, but only against the data available.
Read the results
Each step row shows:
- Actor count — distinct actors who reached this step.
- Conversion rate — actors at this step ÷ actors at step 1, as a percentage. Step 1 is always 100%.
- Drop-off — actors at the previous step who did NOT reach this step.
- Median time from previous step — median elapsed seconds from the previous step’s event to this one, across all actors who completed both. Blank for step 1.
Above the table, a completion indicator summarises the funnel: green check if any actors reached the final step, red if none did. A bar chart visualises the step counts.
Conversion window semantics
- Step 1 is the first occurrence of that event for each actor within your selected time range.
- Each subsequent step must occur after the previous step’s matching event AND within
conversion_window_daysof the step-1 anchor (not the previous step).
So a funnel with a 7-day window where step 1 fires on Monday will count step 4 only if it also fires by the following Monday. An actor who completes step 1 on Monday and step 4 on Tuesday-the-next-week is dropped.
Compare two periods
After Period A results render, click Compare to another period to reveal a second filter panel. Pick a date range; Source App inherits from Period A. The comparison table renders A and B side by side per step. Useful for A/B-style release comparisons (before vs after a launch, this quarter vs last quarter).
Common questions
The funnel times out. Computation has a 30-second budget. Narrow the date range, drop a step, or filter to a single product.
Step counts seem too low. Verify each step’s event name and (if supplied) category exactly match what your SDK sends. The match is case-sensitive. Check Event Explorer to see the names actually flowing through.
The conversion window is too tight (or too loose). Edit the funnel, change the window, and rerun.
Can I delete a funnel? Yes, from the edit page. Requires manage_funnels.