Funnel Steps Dashboard Ovierview

Funnels are designed for one primary purpose: to generate leads or sales through a structured, conversion-focused flow.

In Recrevio, funnels are built to be:

Easy to create and edit
Flexible and scalable
Fully managed from one central dashboard

This article walks you through:

The funnel editor layout
How funnel steps work
Funnel step settings
Adding, organizing, and reordering steps
Funnel analytics and performance tracking
Best practices and practical tips

The Funnel Steps Dashboard Overview

When you open a funnel in Recrevio, you’ll see the main Funnel Step Dashboard.

This dashboard is divided into two primary areas:

1. Funnel Builder

This is where you:

Create and manage funnel steps
Add pages, popups, and section labels
Arrange the order of the funnel
Edit individual steps

2. Management & Analytics

This area gives you insight into:

Visitor flow
Conversion rates per step
Funnel performance over time

Together, these areas allow you to build, optimize, and scale funnels from a single place.

Funnel Dashboard – Top Bar Overview

The top bar in the Funnel Dashboard is your primary control surface for managing, analyzing, and maintaining an individual funnel in Recrevio.

From here, you can quickly navigate back, filter analytics data, access funnel-wide actions, and open detailed funnel settings.

Back Arrow (←)

Located on the far left, the back arrow takes you out of the current funnel and returns you to the funnel overview list.

Use this when you want to:

Switch between funnels
Compare performance across multiple funnels
Exit without changing settings

💡 Tip

Any changes inside the funnel are saved automatically, so it’s safe to navigate back at any time.

Funnel Name

The funnel name is displayed prominently at the top.

This helps you:

Quickly confirm which funnel you’re working in
Avoid editing the wrong funnel when managing multiple campaigns

Funnel Link + Copy Link

Under the funnel name, you’ll see the funnel’s public URL and a Copy link option.

Use this to:

Share the funnel with collaborators
Test the funnel in an incognito browser
Paste the link into ads, emails, or social media
Verify the live experience end-to-end

💡 Tip

Always test the copied link after major edits (checkout, upsells, confirmations) to ensure the full flow works as expected.

Date Range Filter (Analytics Scope)

The date selector controls which time period is used when displaying funnel analytics and performance data.

Available presets:

Today
Yesterday
Last 7 days
Last 14 days
This month
All time
Custom

How this is used:

The selected date range affects:

Conversion rates
Page views
Step performance
Funnel-wide analytics

Common use cases:

Today / Yesterday → Check live or recent campaign performance
Last 7–14 days → Spot short-term trends
This month → Monthly reporting
All time → Overall funnel health
Custom → Campaign-specific analysis (e.g. launch window)

💡 Tip

Use Custom dates when reviewing launches, promotions, or ad experiments so your data reflects only the relevant period.

Clicking Options opens a menu with funnel-level actions. These affect the funnel as an entity, not individual steps.

Share

Generates a shareable link, read more about sharing Funnels and Websites here: Sharing Websites & Funnels

Duplicate

Creates a full copy of the funnel, including:

All steps
Layouts
Content
Logic and structure

Perfect for:

A/B testing funnel variations
Reusing a proven funnel structure
Creating language or audience variants

💡 Tip

Duplicate before making major structural changes, so you always have a fallback version.

Delete

Permanently removes the funnel.

Best practice:

Only delete funnels you are certain you no longer need
Consider duplicating or exporting before deletion

⚠️ Important

This action cannot be undone.

Clear analytics

Resets all analytics data for the funnel.

Use this when:

Preparing for a new launch
Starting a fresh campaign
Removing test or internal traffic data

💡 Tip

Clear analytics before going live to get clean, meaningful conversion data.

Make inactive

Deactivates the funnel without deleting it.

What happens:

Funnel pages stop being accessible
Existing links no longer function
Funnel remains stored in your account

Ideal for:

Pausing campaigns
Seasonal funnels
Funnels you want to reuse later

💡 Tip

Making a funnel inactive is safer than deleting if you think you may need it again.

Additional actions depending on funnel type:

For standalone funnels:
- Move to website in this project
- Move to another project
For funnels that are part of a website:
- Move outside the website – detaches the funnel and places it on its own domain

Settings Button

The Settings button opens the Funnel Settings panel.

From there, you can manage Funnel Settings, including:

Funnel-level configuration
SEO and metadata
Domain and URL behavior
Tracking and integrations
Advanced funnel options

For a full breakdown of everything inside Funnel Settings, see the dedicated article on Funnel Settings.

Funnel Steps: The Core of Every Funnel

Funnels are built from steps.

Each step represents a single:

Page
Popup
Section

A checkout step may have these sub-steps added to the funnel step

Upsell
Downsell

Key characteristics

A funnel can have unlimited steps
Steps are displayed in a vertical sequence
Each step has its own settings and analytics

Example of a simple funnel

Landing Page
Checkout Page
Thank You Page

💡 Recommendation

Design each step with one clear purpose. Avoid mixing goals, for example selling and educating on the same step.

Funnel Step Settings

Each funnel step includes its own set of controls and settings, accessed via the cog icon next to the step.

Add / Remove Goal

Goals help you measure how users progress through your funnel.

You can mark a step as a conversion goal, such as:

Submitting a form
Completing a purchase
Reaching a confirmation page

Once added:

Goals are marked with a trophy icon
Conversion data becomes visible in analytics

💡 Tip

Always mark at least one goal per funnel to accurately measure performance.

Show Settings

Opens detailed settings for the selected step, including:

Step name
URL and slug
SEO settings
Access restrictions and security

You can also:

Restrict access to members or password-protected users

For Funnel steps that are pages, these settings are the exact same as for any page in Recrevio, please refer to the article on Page Settings & Page SEO.

For Funnel steps that are popups, you can simply just change the step name.

Duplicate

Creates an exact copy of the step.

Useful when:

Reusing layouts
Creating variations
Speeding up production

💡 Best practice

Duplicate before making major changes so you always have a fallback version.

Copy to Another Funnel

Copies the selected step into a different funnel.

Ideal when:

Reusing high-performing steps
Sharing layouts across funnels
Standardizing design patterns

Delete

Permanently removes the step from the funnel.

⚠️ Note

Deleted steps cannot be restored—duplicate first if you’re unsure.

Reordering Funnel Steps

You can change the order of funnel steps at any time.

How it works:

Hover over a step and grab the handle to the left (six dots):
Drag it up or down
Drop it into the desired position

Step numbers automatically update to reflect the new order.

💡 Tip

Reordering steps is a powerful way to test new flows without rebuilding pages.

Adding New Funnel Steps

To add more steps, click Add New Step.

You can choose from:

Section Label

Section labels are organizational tools and not visible to visitors.

They help you:

Group related steps
Separate modules or phases
Keep complex funnels organized

💡 Recommendation

Use section labels for large funnels such as:

Course modules
Multi-offer funnels
Long onboarding flows

Section labels can be moved just like steps.

Funnel Analytics

Once your funnel is live, analytics help you understand both:

Overall funnel performance
How users move through each individual step

Analytics are divided into two levels:

Overall Funnel Analytics (top dashboard)
Step-Level Analytics (per funnel step)

Together, they give you a complete picture of what’s working—and what needs optimization.

Overall Funnel Analytics (Top Dashboard)

At the top of the funnel dashboard, you’ll find a high-level overview for the entire funnel.

Total Visitors

Total number of users who entered the funnel
Based on the selected time range (e.g. All time, last 7 days)

This shows how much traffic the funnel receives overall.

Click Details to view more in depth visitor data in the Funnel Visitors Dashbaord.

Sales

Total revenue generated
Includes:
- Number of orders
- Overall conversion rate

This answers the key question: Is this funnel converting traffic into results?

Click Details to view more in depth sales data in the Funnel Sales Dashbaord.

Date Range Selector

Filter analytics by time period
Affects both:
- Overall funnel metrics
- Step-level analytics

💡 Tip

Use shorter time ranges when testing changes to see impact faster.

Goals Overview

If goals are enabled, use Show Goals/Hide Goals to toggle visibility

Goals track key actions such as:
- Purchases
- Form submissions
- Completed checkouts

Goals are visualized throughout the funnel and reflected in step analytics.

Step-Level Analytics

Below the top dashboard, you’ll find step-by-step performance data.

Each step displays:

Step name
Number of visitors
Step conversion rate
Goal indicator (trophy icon)

This makes it easy to see how users move through the funnel.

Viewing Step Analytics in Detail

Each step has a percentage (%) indicator.

Click it to view:

Visitors who reached the step
Number of conversions
Conversion rate
Drop-off rate

This helps identify:

Bottlenecks
High-performing steps
Where users leave the funnel

Goal Indicators (Trophy Icon)

Steps marked with a trophy icon are defined as goals.

This means:

The step represents a key success action
Its conversion rate is especially important
It contributes to overall funnel insights

💡 Best practice

Always mark your primary conversion step (checkout or form completion) as a goal.

How to Use Funnel Analytics Effectively

Recommended Review Workflow

Start with overall funnel analytics
Check traffic and sales
Review step-level analytics
Identify drop-offs
Optimize one step at a time

Optimization Tips for Underperforming Steps

If many users reach a step but don’t convert, focus on:

Copy clarity and relevance
Call-to-action placement and contrast
Page load speed
Visual hierarchy and layout
Reducing distractions
Improving trust signals (testimonials, guarantees, clarity)

💡 Tip

Small improvements in a single step often create a bigger lift than redesigning the entire funnel.

Best Practices for Funnel Design

Keep each step focused on one action
Reduce navigation and distractions
Use goals consistently
Duplicate proven steps instead of starting from scratch
Monitor analytics regularly and adjust incrementally

Funnels work best when treated as living systems, not static pages.

Summary

Funnels in Recrevio:

Are built from unlimited, flexible steps
Combine pages, popups, and structure
Include powerful step-level settings
Offer built-in analytics for optimization
Are easy to scale, duplicate, and improve

Understanding the funnel editor and step logic helps you move faster, make better decisions, and build funnels that actually convert.

Once you master funnel orientation, you stop guessing—and start optimizing.

Funnel Steps Dashboard Ovierview