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Funnel Drilldowns

Drill down into any KPI and find optimization opportunities in a few clicks

Dan Carmel avatar
Written by Dan Carmel
Updated today

Funnel Drilldowns help you analyze each stage of your funnel in increasingly granular segments. By continuously “drilling down” into smaller subsegments (e.g., campaign, region, persona), you can isolate the exact root cause of over- or under-performing funnel stages. This ensures you’re able to pinpoint where improvements will have the most impact.

Why It Matters

  • Pinpoint Drop-Offs
    Identify precisely where leads exit your funnel and focus on the most urgent fixes.

  • Segment Deeper
    Keep drilling down into narrower dimensions—like marketing channel, region, or persona—to uncover hidden patterns.

  • Data-Driven Improvements
    Tailor your messaging or channel strategy based on actual performance at each stage.

How It Works

  1. Access Your Funnel
    Open your funnel report or dashboard to see high-level conversion across key stages.

  2. Drill Into a Stage
    Click on a specific stage (e.g., “Contacted,” “Qualified,” etc.) to reveal deeper segmentation options.

  3. Apply Filters
    Narrow down by various attributes—such as lead source, campaign, or demographics—to see how performance differs.

  4. Iterate as Needed
    Continue refining each segment until you pinpoint the core factors behind over- or under-performance.

  5. Take Action
    Use insights from these deeper segments to guide messaging, budget allocations, or other optimizations.

Interactive guide

Check out this interactive guide for an example analysis flow – we begin by viewing a high-level funnel that shows overall conversion rates. We then:

  1. Select a Funnel Stage to zero in on where drop-offs to the next stage are most significant.

  2. Breakdown (by channel) to identify which channel is underperforming.

  3. Drill Down Further by applying an additional breakdown filters (breakdown Facebook Ads by campaigns) to see exactly where the problem exists.

  4. Uncover Root Cause and decide on targeted next steps—such as revising messaging or reallocating budget between campaigns.

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