--- title: "Copy Funnel Insights" slug: "copy-funnels" updated: 2026-08-06T19:24:36Z published: 2026-08-06T19:24:36Z canonical: "support.whatfix.com/copy-funnels" --- > ## 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. # Copy Funnel Insights Copying a Funnel enables you to create a copy of an existing Funnel to add any new Funnel steps, and change the user filter, completion time, or date. This minimizes time and effort, as you can avoid creating an entirely new Funnel to visualize it with updated parameters. You can copy Funnels in the following three ways: - Copy Funnel from the list view - Copy Funnel from within an existing Funnel - Save changes made to an existing Funnel to a new Funnel **Copy Funnel from the list view** Use the following steps to copy a Funnel from the list view: 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=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) 1. Hover your cursor over the Funnel you want to copy, and then click the **More** icon. ![funnel_click_funnel_more_icon.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_click_funnel_more_icon.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) 2. Click **Make a copy**. ![funnel_copy_funnel_make_a_copy.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_copy_funnel_make_a_copy.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) > [!NOTE] > Info: > > The copy of the Funnel gets created as **Copy Of [Funnel name]**. The copied Funnel gets created at the top of the list. ![funnel_copy_of_old_funnel.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_copy_of_old_funnel.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) 1. On the **Insight created** dialog box, click **Go to insight** and then [edit the Insight](/product-analytics/docs/edit-funnels) as required. ![funnek_copy_funnel_click_go_to_insight.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnek_copy_funnel_click_go_to_insight.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) **Copy Funnel from within an existing Funnel** Use the following steps to copy a Funnel from within an existing Funnel: 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=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) 1. Click the Funnel that you want to copy. ![funnel_click_funnel_to_copy_within_insight.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_click_funnel_to_copy_within_insight.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) 2. Click the **More** icon. ![funnel_click_more_icon.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_click_more_icon.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) 3. Click **Copy**. ![funnel_more_click_copy.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_more_click_copy.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) 4. In the **Give your insight a name.** dialog box, edit the name of the new Funnel. ![new_funnel_name](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/new_funnel_name.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) 5. Click **Make a copy**. ![make_a_copy_funnel](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/make_a_copy_funnel.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) > [!NOTE] > Info: > > Once the new Funnel is created from the existing Funnel, in the **Insight created** dialog box, click **Go to insight** to view and [edit your new Funnel](/product-analytics/docs/edit-funnels). ![go_to_insight](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/go_to_insight.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) **Save changes made to an existing Funnel to a new Funnel** While editing an existing Funnel, Whatfix enables you to save the changes to a new Funnel or save them in the existing Funnel. Use the following steps to save the changes to a new Funnel from an existing Funnel: 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=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) 1. Click the Funnel that you want to edit. ![funnel_click_funnel_to_copy_within_insight.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_click_funnel_to_copy_within_insight.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) > [!NOTE] > Info: > > For more information on editing a Funnel, see [Edit Funnels](/product-analytics/docs/edit-funnels). 1. Make the required changes, and then click **Save as**. ![funnel_click_save_as_button.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_click_save_as_button.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) > [!NOTE] > Info: > > The **Save as** button is enabled only if you make any changes to the Funnel. 1. On the **Give your insight a name.** dialog box, edit the name of the new Funnel. ![give_insight_name](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/give_insight_name.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) 2. Click **Save as new insight**. ![save_as_new_insight](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/save_as_new_insight.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) > [!NOTE] > Info: > > - A new Funnel is created exactly similar to the existing Funnel. > - In the **Insight created** dialog box, click **Go to insight** to view and [edit your new Funnel](/product-analytics/docs/edit-funnels). ![2023-09-28_19-47-36](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2023-09-28_19-47-36.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D) Note Any changes made to an Insight that is part of [Dashboards](/product-analytics/docs/create-dashboards) reflect in the Dashboards as well. If you don't want the changes made to the Insight to reflect in all the Dashboards it is part of, save the Insight as a copy without the changes. Use the copied Insight in other Dashboards, and changes made to this Insight do not impact the original Insight in the other Dashboards. ![save_changes_insight](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/save_changes_insight.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A28Z&se=2026-11-10T18%3A05%3A28Z&sr=c&sp=r&sig=OQ5kEGjDmTw7Z%2Bxm3ZLHElNaOkPjHMr83N1kn6DcHqM%3D)