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Funnels

The funnels that matter most
touch your most sensitive data

KYC, payments, claims, patient onboarding. Countly shows where people leave those flows, who they are and what they did instead, and lets you act on them, in an environment that’s yours.

In this demo bank, KYC onboarding loses four in ten people at a single step. The funnel names the step before anyone asks.

Part of analytics

A drop-off is a lead,
not a verdict

A conversion rate tells you something moved. It doesn’t tell you where, who was affected or what happened next. Funnels take you through each of those from one page, with no query to write.

Built to fit

Define conversion the way
your product works

A funnel is only useful if everyone agrees what it counts. The builder previews the result as you edit, so you know it works before you save it.

  1. 01

    Steps

    Any recorded event can be a step, with filters on its properties, such as a purchase above a certain amount.

    Events · Filters
  2. 02

    Order

    Let anything happen between steps and only check the order, or stop the chain at the first event that doesn’t match.

    Sequential · Exact
  3. 03

    Sessions

    Follow each profile across sessions, or require the whole journey to happen inside one session.

    Cross · Same session
  4. 04

    Completion window

    Bound how long the journey may take, so a purchase three months later doesn’t count as a conversion.

    Optional
  5. 05

    Exclusions

    Drop anyone who triggers an event you name. They count as neither entered nor completed.

    Optional
  6. 06

    Who converts

    Each profile counts once, however many times it retries. Or count by any property, such as a team or an account, once its members finish the steps together.

    Profile · Any property

Works with

Funnels, with the
rest of Countly

Every feature reads the same live data, so an answer in Funnels doesn’t stop there. These are the handoffs built in.

All features
Profiles

Open the profiles behind any step, entered or completed, and read their timelines.

Open Cohorts

Compare any cohort against everyone else, step by step, with the difference stated for you.

Open Journeys

Start a journey when someone reaches, completes or abandons a step, and help them through it.

Open Views

A view is an event, so any screen can be a funnel step.

Open Dashboards

Pin a saved funnel to a dashboard, next to the rest of the team’s numbers.

Open AI Agent Cee

Ask Cee about a funnel in plain language, from the page you are on.

Open

Data ownership

Keep sensitive journeys
in your environment

Identity checks, payments and claims are often the flows most worth measuring, and reading them means looking at individual behavior. That makes it matter where the data lives.

Data privacy
AspectFlexEnterprise
EnvironmentDedicated single-tenant instanceYour cloud, your data center or air-gapped
Data residencyThe Google Cloud region you chooseWherever you deploy, including air-gapped networks
Vendor accessOperated by Countly; access limited, granted by you and loggedNo default access
ISO 27001Certified
ISO 27017Certified
ISO 27018Certified
SOC 2Type II examined
TISAX®Participant*

*Countly Ltd. is a TISAX® Participant. TISAX® is a registered trademark of and governed by ENX Association. Learn more at enx.com/tisax

Try it

Every feature.
One data layer.

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