---
title: "Edit Funnel Insights"
slug: "edit-funnels"
updated: 2026-08-06T19:19:25Z
published: 2026-08-06T19:19:25Z
canonical: "support.whatfix.com/edit-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.

# Edit Funnel Insights

You may want to add a new step to an existing Funnel if a new step is introduced in the process that you want to track. Instead of creating a new Funnel, Whatfix enables you to edit your existing Funnel, and add a new step and rearrange the step as required.

Use the following steps to edit Funnels:

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%3A27Z&se=2026-11-10T18%3A05%3A27Z&sr=c&sp=r&sig=gYqUQnTuPeZabt%2FeECQn5hDiHCrx166w9Uo%2B%2BSEgidw%3D)

1. Click the Funnel Insight you want to edit. ![sunnel_select_funnel_to_copy.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/sunnel_select_funnel_to_copy.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A27Z&se=2026-11-10T18%3A05%3A27Z&sr=c&sp=r&sig=gYqUQnTuPeZabt%2FeECQn5hDiHCrx166w9Uo%2B%2BSEgidw%3D)
2. Click **Expand setup** to view the Funnel setup. ![expand_setup_in_funnel](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/expand_setup_in_funnel.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A27Z&se=2026-11-10T18%3A05%3A27Z&sr=c&sp=r&sig=gYqUQnTuPeZabt%2FeECQn5hDiHCrx166w9Uo%2B%2BSEgidw%3D)
3. Perform the following actions on your Funnels:

- **Add new Funnel Steps**: Add User Actions or Page View between the Flow steps you have added as part of your Funnels. Position a Funnel step above or below an existing step.
- **Rearrange Funnel Steps**: Rearrange User Actions and Page View.

Here's a GIF that shows you how to add a new Funnel step and rearrange a Funnel step.

![Drag_and_add_Funnel_step.gif](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Drag_and_add_Funnel_step.gif?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A27Z&se=2026-11-10T18%3A05%3A27Z&sr=c&sp=r&sig=gYqUQnTuPeZabt%2FeECQn5hDiHCrx166w9Uo%2B%2BSEgidw%3D)

Note:

You cannot edit the **Data source** of an existing Funnel Insight. For more information, see [Get Analytics Data across CLM Stages](/product-analytics/docs/get-analytics-data-across-clm-stages). ![funnel_edit_data_source.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_edit_data_source.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A27Z&se=2026-11-10T18%3A05%3A27Z&sr=c&sp=r&sig=gYqUQnTuPeZabt%2FeECQn5hDiHCrx166w9Uo%2B%2BSEgidw%3D)

1. Click **Save**. ![funnel_click_save_button.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/funnel_click_save_button.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A05%3A27Z&se=2026-11-10T18%3A05%3A27Z&sr=c&sp=r&sig=gYqUQnTuPeZabt%2FeECQn5hDiHCrx166w9Uo%2B%2BSEgidw%3D)

Info:

Click **Save as** to save the changes made to the existing Insight as a new Insight. For more information, see [Copy Funnels](/product-analytics/docs/copy-funnels). ![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%3A27Z&se=2026-11-10T18%3A05%3A27Z&sr=c&sp=r&sig=gYqUQnTuPeZabt%2FeECQn5hDiHCrx166w9Uo%2B%2BSEgidw%3D)

Note:

If you have edited a Funnel Insight that is part of a Dashboard, then the changes are updated in the Dashboard as well.