Funnel analysis reports

Oracle Infinity offers funnel analysis reports that include a report table and a data visualization to help you understand customer journeys through key processes or conversions as illustrated by the following simple conversion funnel.

Each step of this funnel shows whether a visitor converted to the next step or exited during the session. Knowing where visitors exit can help you to identify problem areas and improve designs to boost conversion.

Viewing funnels

You can access existing funnels from a collection's report list.

To view funnels:

Sign in to Oracle Infinity and select Analytics. The Analytics page displays your collections, each of which provide a report menu.

Choose a collection, open its report list, and select the funnel that you want to view.

The funnel displays tabular report data and illustrates the steps in the funnel in the chart section.

Funnel reporting UI reference

Item	Name	Description
	New button	Click New > Funnel to create a new funnel analysis report within the current collection or other collections within your account.
	Segment button	Click Segment to add, remove, create, or modify a segment to return a subset of the funnel data based on the segment's rules. For example, you could select a segment to limit sessions to visitors in EU countries.
	Save As	Click to display the Save As dialog to copy the funnel, give it a different name, specify a funnel name, and select which collections it should be included in. The Save As button is also displayed once you modify a funnel, such as by adding a segment to it.
	Edit button	Click to open the Edit Funnel dialog, which allows you to modify the funnel's name, specify different funnel permissions, specify a different category for public funnels, and select which collections it should be included in.
	Delete button	Click to delete the funnel analysis report. You can also delete the funnel via the library.
	Edit Funnel	Click Edit Funnel to modify, add, rearrange, or delete funnel steps, select parameters and parameter values for each step, and run the funnel to commit your changes.
	Export button	Click to export the funnel analysis report.
	Sessions	The total number of visitor sessions included in the data used to generate the funnel analysis report.
	Conversion rate	Displays the total conversion rate for the scenario.
	Conversions	Displays the total conversions for the scenario (count of sessions for the last step) / (count of sessions for the first step).
	Step conversion rate	In between each step, the step conversion rate is displayed as a percentage with two decimal points (step conversions / sessions).
	Step sessions	Displays the number of sessions for the step (count of sessions from prior step + entries).
	Report category	The Funnels category includes any funnels created for the collection.
	Dimension	Funnel analysis reports are sorted by the Funnel Step dimension, which displays the number and name of the step. You cannot add dimensions to funnel analysis reports.
	Measures	The following measures columns are available for use in funnels: Sessions: This column lists sessions that converted from the previous step and sessions that entered at this step. Events: The number of events included in the corresponding step for all sessions. Step Entries: Indicates the number of sessions that entered at the corresponding step. Step Exits: Indicates the number of sessions that exited at the corresponding step. Step Conversions: The count of sessions that converted from this step to the next step Step Conversion Rate: Indicates the step conversion rate as a percentage with two decimal points (step conversions / sessions). You can rearrange measures in funnel analysis reports but you cannot add or remove measures.

To display more details about each step, click the step objects in the visualization. For example, clicking a step displays:
- Sessions
- Entries
- Conversions
- The top five entry pages for each step: Entry pages include the number of sessions that entered the step (excluding the first step). This helps you to understand from which pages users enter your scenario and the most successful paths to conversion. You can click anywhere on the blue bar (for sessions and entries) to display the total number of sessions that entered at the step.
- The top five exit pages for each step: Clicking the conversion rate between steps provides the number of exits and number of conversions to the next step.
You can rearrange measures, adjust the date range, add segments, save, and export funnels as you can with other Oracle Infinity Analytics reports.

Note: If the no data icon Image of an orange exclamation mark, which indicates that there is no data for the step's configuration and date range

is displayed for one of your funnel steps, it indicates that data has not yet been collected for the step's configuration and the funnel's date range. You can click on the icon to see the step's details and click the edit icon if you need to modify the step. See also: Selecting a date range.

Creating a funnel

Oracle Infinity funnels are based on parameter data collected for each step via the Oracle Infinity Tag or the SDK. When you create a funnel, you must specify parameters and their values for each step to track the activity you are interested in.

To create a funnel:

Sign in to Oracle Infinity and select Analytics. The Collections list is displayed.
Open the report list of the collection in which you want to create a funnel and select any report or funnel.
In the left-hand panel, select New > Funnel.
The Create Funnel window is displayed.
In the Name box, enter the name of the funnel as it should be displayed in the Oracle Infinity Analytics UI.
From the Permission section, select one of the following permissions:
- Public: Select this permission if you want to share the new funnel with other account users. If you select the Public permission, you should assign it to an appropriate category or create a new category.
- Private (the default): Select this permission if you do not need to share your funnel. The funnel will be added to your My Reports category.
  Note: Super Administrator users can see your private funnels.
In the Visibility section, select whether the new funnel will be visible only to the current collection (the default) or click Select Collections to specify additional collections.
Click Save. The funnel is added to the selected collections and a funnel analysis report is displayed with no steps.
Click + Funnel Steps. An empty step is added so that you can enter the step's values.
In the Step Name box, enter a unique name for the step.
From the Parameter list, expand a category and choose a parameter that will be the basis of the step's activity tracking. You can also search for the parameter's name.
Enter a valid parameter value in the Parameter Value box. For data to be collected, values must exactly match. By default, the value is not case sensitive. You can optionally click the case-sensitive icon to make the value case sensitive.
To add a new step to the funnel, click +New Step. A new empty step is added to the right of the prior step where you can specify a step name, parameter and parameter value. Then click +New Step again and repeat the process of adding steps until you done adding steps.
Click Run Funnel to save the specified steps and display data for the funnel.

Example funnel steps: Assume that you want to create a funnel to track your visitors' journey from a search through to purchase and your thank you page. You could specify the following steps and associated parameter values:

Step	Step name	Parameter	Value
1	Search	Onsite Search Phrase	iPhone
2	Sale Landing Page	Page Title	iPhone Winter Sale
3	Product Add	Transaction Event	a
4	Product Purchase	Transaction Event	p
5	Thank you page	Page Title	/shopping/thankyou.html

Editing a funnel

When you open an existing funnel, the Edit Funnel button is displayed, which allows you to:

Modify a step's name, parameter, or value.
Delete a step by clicking its trash can icon .
Insert a new step to the right of the currently selected step.
You can drag-and-drop existing steps to rearrange them.

Existing funnels also display the Image of the i icon, which allows you to edit the funnel icon, which you can click to open the Edit Funnel dialog, where you can:

Modify the name of the funnel.
Set funnel permissions.
Specify a different category for public funnels.
Select which collections should include the funnel.

To edit a funnel:

Open the funnel for viewing.
Click Edit Funnel and then select the step that you want to edit, rearrange, delete, or where you want to insert a new step. If you add or modify a step, make sure to populate its name, parameter, and a valid value or you will receive an error, such as the following:
When you are done making changes to the funnel's steps, click Run Funnel to display the data based on the new configuration.
Click Save to save your changes.
You can also rearrange measures, adjust the date range, add segments, save as (copy), export, and delete funnels as you can with Oracle Infinity Analytics reports.

Note: If you make changes to a funnel and then click Cancel or navigate away from the funnel before clicking Run Funnel or Save, a message is displayed to remind you to save. Click Cancel and then save your changes or click Continue to discard them.

To rearrange steps:

Open the funnel for viewing.
Click Edit Funnel and then select the step that you want to rearrange. Its rearrange icon is displayed.
Click and hold the step's rearrange icon and drag the step to the right or left past other steps.
Release the step in the desired location.
When you are done making changes to the funnel's steps, click Run Funnel to display the data based on the new configuration.
Click Save to save your changes.

Learn more

Overview of Analytics Reports

Managing reports

Managing collections

Displaying chart data

Exporting reports

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