/ 3 min read / Using Holistics

Introducing an improved Conversion Funnel

by Tuan Nguyen

Introducing an improved Conversion Funnel

Conversion Funnel has been with Holistics since the first day, but it never got the attention that matches its importance. That's why we have taken a hard look at this viz type and decided to have a big update for it.

What's new in Conversion Funnel?

The following changes will come into effect from December 7th

1. Change of sections in Viz Settings

Y-axis section is renamed as Values

The Legend and X-axis section are replaced by Breakdown

The Breakdown section will help you break your funnel down with one dimension.

From our experience, X-axis and Legend fields have caused a fair amount of confusion among our users. Conceptually, a Funnel chart has no X-axis, and we also think Legend is not a suitable name to be used here.

Therefore, we decided to remove both the Legend and X-axis sections, and introduce Breakdown section to make streamline the user experience.

2. You can now manually order columns in your funnel

Previously the columns are automatically sorted from the highest to the lowest. This normally makes sense assuming that the value of a later step should be lower than that of a previous step. However, this behavior makes it hard to notice if your data has any issue that makes a later step has a higher value.

Now, you're able to change the columns' order by re-arranging the Values' fields.

FAQs

Does this affect my current Conversion Funnel?

All the conversion funnels created before December 7th will be kept the same, so no worries!

If you explore or edit a conversion funnel created before December 7th, you will see a small message in viz settings that says you're running an old version of Conversion Funnel and direct you to this blog. You can still "Save As" or "Save" the old report should you want to.

If you explore or edit a report that's not a conversion funnel, or create a new report from scratch, we will display the new UI and logic of the conversion funnel. (Breakdown instead of X-axis and Legend, Values instead of Y-axis). Then you will be able to create a conversion funnel using the new logic.

How to use the new Conversion Funnel with my current data structure?

If your data is not structured in a way that the new conversion funnel supports, no worries as you can still use the old conversion funnel without any change.

However, if you want to migrate your data to the new conversion funnel, you might want to consider the following cases.

Case 1: you have one field in X-axis, and multiple values in Y-axis

→ Drag Country Name to Breakdown, and the values Visited, Signed In, Viewed Listings, Booked Hotel to Values

Case 2: you have one field in X-axis, one field in Legend and multiple values in Y-axis

→ Drag Country Name to Breakdown, and the values Visited, Signed In, Viewed Listings, and Booked Hotel to Values. Drag Name to Conditions

Case 3: you have one field in X-axis, one field in Legend and one value in Y-axis

→ Drag Country Name to Breakdown. Then we can create 4 Custom Measures (a combination of Steps and Count of Users) as the following:

(1) Count the number of new users who visited the website

(2) Count the number of (1) who signed in

(3) Count the number of (2) who viewed listings

(4) Count the number of (3) who booked hotels

Then drag those measures into Values section in the new conversion funnel.


If you have trouble with the new conversion funnel, let us know at [email protected]!

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Tang Yee Jie - Senior Data Analyst, Grab

Tang Yee Jie

Senior Data Analyst, Grab