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Funnel Report
Funnel Report

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Funnel Report

Learn how to track and optimize your marketing funnel using Everflow's Funnel Report, with step-by-step instructions for analyzing customer journey stages, conversion rates, and event progression across your campaigns.

Overview

The Funnel Report in Everflow is designed to help you gain deep insights into your marketing funnel and customer journey while keeping your data clean in the process.

This report provides a detailed breakdown of user behavior, showing how users who triggered one Event (Offer or Advertiser level) went on to trigger other Events in your funnel.

In this guide, we'll walk you through the steps to access, configure, and analyze the Funnel Report, helping you make data-driven decisions to optimize your marketing efforts.

With the Funnel Report, you can:

  • Visualize the linear relationships between selected Events
  • Track Conversion progression through different stages of the funnel
  • Assess associated costs and other key metrics for each funnel stage
Good to Know
The Funnel Report shows you which Events happened, but not the actual order they happened in. You choose the order of events when you set up the report - it's totally up to you! Drag and drop Event under Add Events drop-down menu.

Video: Funnel Report & Attribution Models

4 minutes 30 seconds
📑
Jump to Chapter
Show ▼
0:00
The Coupon Poaching Problem
Top influencer drives 10,000 clicks, gets zero credit. Coupon site gets the payout. Who actually deserves it?
→
0:15
Why Attribution Is a Strategy
Wrong model means wrong partners get paid and the right ones stop promoting.
→
0:45
The 3 Attribution Models
Last Touch (rewards closers), First Touch (rewards introducers), Coupon Code (rewards influencers and offline).
→
2:00
The Funnel Report & Flowchart
Click to Conversion to Postback in one visual. Delta time reveals partner type: 2 minutes = closer, 30 days = awareness driver.
→
3:15
How to Set It Up
Offer Settings, Attribution Method dropdown, Click vs Coupon Code priority, Flowchart icon in Conversion Report.
→
3:45
The 90-Day Watch-Out
Click retention is 90 days max. Safari kills cookies after 7. Use S2S or Coupon Code as backup for long cycles.
→
4:15
Bottom Line
Attribution is not set-and-forget. Use the Funnel Report to see the journey before you decide who gets paid.
→
When to Reach for This
💰
Coupon Poaching: Influencer says they drive traffic but their dashboard shows $0 in payouts.
📱
Mobile / Safari Audiences: ITP kills cookies after 7 days. Coupon Code Attribution rescues those payouts.
📊
Multi-Event Funnels: Lead gen partner sends 1,000 leads but zero qualify. Funnel Report exposes the value gap.
🔍
Suspicious Timing: 2-second click-to-conversion delta on a 3-minute form means bots, not buyers.

Step-By-Step Guide

Accessing Funnel Report

Find and open the Funnel Report in Everflow.

Log in to your Everflow account.
Navigate to
Analytics
Click on
Funnel
under the
Analytics
section

Configuring The Funnel

Choose the type of funnel, target, and time interval to analyze.

1
Choose a Funnel Type
Offer Level Events: Analyze events related to a specific Offer.
Advertiser Level Events: Analyze events across multiple Offers for a specific Advertiser.
2
Select a Target
Offer Level Events: Analyze events related to a specific Offer.
For Advertiser Level Events: Select the Advertiser for Event Funnel creation.
3
Select a Child Entity
Narrow down the Funnel to a specific Partner or other Child Entity (e.g., Country, City, Creative, Language)
4
Select Time Interval
When using the Funnel report, please be aware that it can only display data for a maximum of 31 days at a time.
Ensure you choose a time range within this limit for accurate results.

Adding And Excluding Events

Choose the specific events to include or exclude from your funnel analysis.

Click
Add Event
to view available Events.
Select Events to include in your Funnel.
Unselected Events will be excluded.

Setting Up Event Funnels

Define the sequence of events, apply filters, and run the report.

1
Define the sequence
Drag and drop Events to arrange them in the logical order of the user journey (e.g., Lead Submit - Lead Qualified - Sign Up - Upsell)
The first selected event will be the Source Event, which Progression Rate and Delta Calculation will be based on
2
Use Filters to narrow down your result
Filters can include: Country, Account Manager, Creative, and many others.
3
Run the report
Click
Run Report
after arranging Events and configuring settings.
Save your Event Funnel using the three-dot menu
: click
Save
under
Saved and Scheduled Reports
.
Use the three-dot menu
to
Copy Link to Report
or
Load Report
.

Analyzing The Funnel

View and interpret the Funnel Report to understand user behavior and optimize your funnel.

1
View the Funnel Report
Examine the
Performance Graph
for a visual representation of the user journey.
Analyze metrics such as conversion rates, drop-off rates, and overall performance at each Funnel stage.
2
Adjust the Funnel as needed
Refine your analysis by modifying Events, adding or excluding Events, or rearranging the sequence.

Key Metrics

Understanding key metrics within the Funnel Report is essential for effectively monitoring and evaluating marketing campaign performance.

By examining these metrics at each stage of the customer journey, businesses can identify bottlenecks, optimize conversion rates, and make data-driven decisions to improve overall marketing effectiveness and ROI.

Metric
Definition
Formula
Time Delta
The average time between a specific Event and the Source Event.
Average (Specific Event Time - Source Event Time)
Progression Rate
The percentage of a specific Event against the Source Event.
(Selected Event / Specific Event) * 100
Total Funnel Cost
The sum of Payouts and Media Buying Costs for all Events.
SUM(Payout of every Event) + SUM(Media Buying Cost of every Event)
Total Funnel Revenue
The Total Revenue generated from all Events.
SUM(Revenue of every Event)
Funnel CPA
The average Cost Per Acquisition for the funnel.
Total Funnel Cost / Count of the specific Event
Funnel RPA
The Average Revenue per Acquisition for the funnel.
Total Funnel Revenue / Count of the Specific Event
Associated Cost
The combined Payout and Media Buying Cost for a specific Event.
Payout + Media Buying Cost for the specific Event
Associated Revenue
The revenue generated from a specific Event.
Revenue for the Event
CPA
The Cost Per Acquisition for a specific Event.
Associated Cost / Count of the Specific Event
RPA
The Revenue Per Acquisition for a specific Event.
Associated Revenue / Count of the Specific Event

A Real-Life Example

Let's say you're running a campaign that tracks multiple events: users first submit a lead form, then register with their email, then make a purchase, and finally some get an upsell.

What the Funnel Report Shows You
You might discover that:
Out of 1,000 people who submit the lead form, 800 register their email (80% conversion)
Only 200 actually make a purchase (25% of registrations)
Just 50 take the upsell (25% of purchasers)
Spot the problem
The big drop happens between email registration and purchase - you're losing 75% of people at that step. This tells you exactly where to focus your optimization efforts.
Fix what's broken
Test different follow-up email sequences for people who register but don't buy
Improve your sales page or checkout process
Maybe the price point is wrong, or your offer isn't compelling enough
A/B test different approaches to moving people from registration to purchase

Instead of guessing why your overall conversion rate is low, the Funnel Report pinpoints exactly which step is killing your performance. It's like having a roadmap that shows you exactly where people are getting lost on their way to becoming customers.

Tips for Effective Use

  • Monitor Funnels consistently to track performance and make necessary adjustments
  • Ensure Events are well-defined and accurately reflect user journey stages. This report will give you a good view if your data needs to be cleaned up to see the full funnel
  • Collaborate with your team to identify key Events and optimize Funnels for better insights

By leveraging the Funnel Report and focusing on the key metrics provided, you can gain a deep understanding of your marketing funnel, identify areas for improvement, and make data-driven decisions to optimize your marketing efforts and drive business growth.

Bottom Line

The Funnel Report shows you how users move through multiple conversion steps - like from email signup to sale to upsell. It's perfect for spotting where people drop off in your conversion process so you can fix the weak spots and improve your overall performance.

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