--- title: "Add Cohorts in Funnel Insights" slug: "add-cohorts-in-funnel-insights" updated: 2026-08-06T15:16:29Z published: 2026-08-06T15:16:29Z canonical: "support.whatfix.com/add-cohorts-in-funnel-insights" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Add Cohorts in Funnel Insights Add Cohorts as [User filters](/product-analytics/docs/user-filters-in-insights) in Funnel Insights to drill down on the user behavior. The feature enables the inclusion or exclusion of specific user groups from data analysis. ### Use cases - Determine the number of new users in an application who complete a process. - Identify the step at which Sales team members drop off from a process. - Assess the completion of a mandatory process in all teams except the Admin team. --- Use the following steps to add a Cohort in Funnel Insight: 1. On the [Whatfix Analytics dashboard](/product-analytics/docs/how-can-i-access-the-product-analytics-dashboard), click **Insights**. ![pa_click_insights_left_pane.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/pa_click_insights_left_pane.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) 1. Click **Create insights**. ![Create_insight.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Create_insight.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) 2. Click **Funnel Insights**. ![create_funnel_insight.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/create_funnel_insight.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) 3. Click the **Give your insight a name** textbox and enter a name for your Insight. ![Name_your_funnel_insight.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Name_your_funnel_insight.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) 4. Click the **Description** text box and enter a description that explains the purpose of the Funnel Insight. ![enter_description_for_funnel_insight.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/enter_description_for_funnel_insight.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) 5. From the **Select user type** dropdown, choose whether to analyze data for **All users**, **Identified users**, or **Anonymous users**. ![trend_insight_select_anonymous_users](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insight_select_anonymous_users.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) Note: - By default, Insights data might contain identified (users identified by User ID) and unidentified (users not identified but denoted by Anonymized Whatfix IDs) users. - The **Event identification rate** indicates the percentage of events Whatfix is able to attribute to uniquely identified users. ![insights_event_identification_rate.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/insights_event_identification_rate.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) - For more information on filtering users and understanding the Event identification rate, see [How can I filter unidentified users in Insights?](/product-analytics/docs/how-can-i-filter-unidentified-users-in-product-analytics) 1. Click the **Data source** icon and select the stage from which you want to get the data. For more information, see [Get Analytics Data across CLM Stages](/product-analytics/docs/get-analytics-data-across-clm-stages). ![trend_insight_data_source_option](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insight_data_source_option.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) 2. Under **Funnel setup**, choose **Total attempts** or **Unique users** to analyze the behavior. For more information, see [What are Funnel Insights?](/product-analytics/docs/what-are-funnels) ![Analyze_Funnel_setup.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Analyze_Funnel_setup.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) 3. To add your Flows, Custom events, or Page view, in the **Funnel steps** section, click **Add**. ![click_add_funnel_steps.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_add_funnel_steps.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) 4. In the **User filter** section, click **Add user filter**. ![Funnel_insight_user_filter.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Funnel_insight_user_filter.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) 5. Scroll to **Cohorts and Users** and click **Cohort**. ![Click_cohorts_and_users.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_cohorts_and_users.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) Note: Whatfix enables you to add only up to two Cohorts as User filters. 1. Select the desired Cohort to filter users, and then click **Apply**. In this example, **New users** is the Cohort. ![trend_insights_select_desired_cohort_to_filter](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/trend_insights_select_desired_cohort_to_filter.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) Info: - Whatfix enables you to add [Cohorts created with User lists](/product-analytics/docs/create-a-user-list) and [Cohorts created from Funnel Insights](/product-analytics/docs/add-cohorts-from-funnel-insights) as User filters. - Use **Does not equal to** to exclude a Cohort of users from your analysis. For more information, see [How can I exclude filter values in Product Analytics?](/product-analytics/docs/how-can-i-exclude-values-from-user-filters) ![Cohorts_and_users.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Cohorts_and_users.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) - Use the default and custom date filters to filter the data for a specific date range. ![funnel_date_filter.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_date_filter.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) 1. After the setup is complete, scroll down to view the generated data chart. ![funnel_new_chart_funnel_overview.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_new_chart_funnel_overview(1).png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) 2. Click **Save**. ![Save_funnel.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Save_funnel.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A43%3A49Z&se=2026-11-12T08%3A43%3A49Z&sr=c&sp=r&sig=FNX2Oh%2BJs0Mt3VBZjuSBoTHIgjZ2gYghoUQQzkWVT64%3D) Shows overall behavior and engagement for both identified and anonymous (unidentified) users. Users that Whatfix can detect and identify using a unique User ID. Users that Whatfix cannot identify. These users are denoted by the Anonymized Whatfix IDs rather than an actual User ID.