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Funnel report

The Funnel report helps you convert more users into paying customers. Every B2B SaaS company has some version of a sales process. These sales processes vary from business to business slightly.

Trial funnel:

  1. 1.
    14-day free trial (no credit card required)
  2. 2.
    Onboarding completed
  3. 3.
    Plan upgrade to paid

Demo funnel:

  1. 1.
    Demo scheduled
  2. 2.
    14-day free trial (no credit card required)
  3. 3.
    Plan upgrade to paid

Freemium funnel:

  • Free plan
  • 14-day free trial (with credit card)
  • Plan upgrade to paid
Maybe your B2B SaaS customer journey looks slightly different. But it will be similar.

How to set-up your Funnel report

Go to Reports and click on +Add report and select Funnel report.
The first thing you need to do is setting-up the steps of your customer journey.
For each step in your customer journey, create a step in your Funnel report. Let's assume you want to get a high-level overview of your 2-step customer journey that looks like:
  1. 1.
    14-day free trial (no credit card)
  2. 2.
    Upgrade to paid plan
This can be easily replicated in Wildmetrics. Each step is an event from an integration of your choice. It could be an event coming from Segment, Stripe or ActiveCampaign.
Make sure that you set-up the events in the right order. In our example, the first step is the Trial sign-up and the second step is the upgrade to paid. It is important, that you set this up in the chronological order.
First choose the integration, then the type of event and lastly the name of the event. For the last step, type the name of the event into the field.
Before you can continue, give this step a name. In our example, we call it "Trial sign-up". Once you are done setting-up the steps of your funnel, it will look like this:
The next action is to select the metrics you want to see.
If you want to analyse your customer journey, click on Go to report.
You will now see how many people completed each step of your funnel and what the conversion rate is between the steps.