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Add Cohorts in Funnel Insights
  • 24 Feb 2025
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Add Cohorts in Funnel Insights

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Article summary

Add Cohorts as User filters in Funnel Insights to drill down on the user behavior. This feature enables the 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 managers of various teams 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, click Insights.
    ia_left%20nav_insights

  1. Click + Create insights.
    create_insights

  2. Click Funnel Insights.
    funnel_insights

  3. Click the Edit icon to name your Funnel.
    funnel_name

  4. To add your Flows, Custom Events, or Page View, in the Add funnel steps section, click + Add.
    add_funnel

  5. In the User filter section, click Add user filter, and then select the desired Cohort to filter the Funnel.


Info
  1. After the setup is complete, scroll down to view the generated data chart.
    funnel_result_for_cohort

  2. Click Save.
    save_trend_insight


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