Introducing Funnel reports

11 Jan. 2023
funnel-report.png

To help B2B SaaS companies increase their MRR, we decided to first build a Funnel report. This report tells you how you can improve your customer journey to grow MRR.

 

This is a beta feature, which you can try here.

 

The customer journey of a B2B SaaS company usually looks something like this:

  • Option A: Trial then Customer

  • Option B: Trial then Demo then Customer

  • Option C: Demo then Trial then Customer

  • Option D: Demo then Customer

  • Option E: Free then Trial then Customer 

 

Let's take a simple 2-step funnel: 14-day trial and then convert to customer. Let's assume that your goal is to convert more trials into customers.

 

First, create the two funnel steps (trial sign-up, customer conversion) inside your Funnel report. The first integration we support is ActiveCampaign. Segment will be our second integration.

funnel-report-set-up.png

Choose your ActiveCampaign tags using a “Contains” operator to complete your funnel set-up:

activecampaign-tags.png

If you want to add another step in your customer journey, click on “Add step”.

funnel-steps.png

Once you click on “Go to report”, you will see insights about your customer journey. This is a very early version, which means so far you will only see:

  • the conversion rate between funnel steps

  • the overall conversion rate

  • the absolute number of people that completed each step

funnel-report-insights.png

The time range is fixed to 3 months rights now. You currently can not name a report or edit a report.

 

We will add more improvements to the Funnel report next week. 

 

I will leave you with some questions:

  • What information would you like to know about your customer journey? 

  • How can we help you improve your customer journey? 

  • What questions do you have about your customer journey?

 

Get started

Wildmetrics is instant customer journey analytics for B2B SaaS. Convert more trials into paying customers with AI.

  • Sign up & integrate Stripe & Segment

  • Get insights from AI-powered reports

  • Grow your MRR faster

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