Funnel dashboard

Path: Analytics > Funnel

Use this page to open the Funnel Dashboard, review saved funnels, and start the next action. After following these steps, you will know how to read the funnel list, check visibility, use row actions, and start a new funnel or import one.

Step 1: Open the funnel dashboard

Go to Analytics > Funnel.

The Funnel Dashboard opens and shows the list of saved funnels in the account.

Open the Funnel Dashboard from the Analytics menu.

Step 2: Review the funnel list

Use the dashboard to review each saved funnel before you open, duplicate, or edit it.

The list shows core metadata for each funnel.

Funnel list showing visibility, ownership, dates, and actions.

Columns in the funnel list

Column	Description
Funnel name	Displays the name of the funnel. Click it to open the funnel report.
Visibility	Shows who can view the funnel.
Created by	Shows the user who created the funnel.
Created date	Shows when the funnel was created.
Last updated	Shows when the funnel was last updated.
Actions	Opens row-level actions such as View, Edit, Duplicate, Export, and Delete.

Visibility badges

Badge	Description
🌐 Public	All users in the account can view the funnel.
🔒 Only me	Only the user who created the funnel can view it.

If a funnel is not visible to other users, check whether the visibility is set to Only me.

Step 3: Use row actions

Click the ... button to open the action menu for a saved funnel.

Actions menu for a saved funnel.

Action	Description
View	Opens the funnel in read-only mode.
Edit	Opens the funnel configuration so you can update steps, filters, or settings.
Duplicate	Creates a copy of the funnel with the same configuration.
Export	Downloads the funnel in JSON format.
Delete	Permanently deletes the funnel.

Deleting a funnel cannot be undone.

Step 4: Start a new funnel or import one

Choose the next action from the top of the dashboard.

• Select Create Funnel to build a funnel from scratch.

• Select Import Funnel to upload a funnel JSON file from another account.

For example, use Import Funnel when you want to reuse the same funnel structure in a different account.

Choose whether to import a funnel or create one from scratch.

After you choose Create Funnel, continue with Create a Funnel.