Check out what the Vertical Funnel in Reportei is, the benefits it offers for your marketing analysis, and how to add it to your reports
If you work in digital marketing, you already know how much a well-structured funnel makes all the difference when it comes to organizing data and tracking the customer journey to purchase.
After all, understanding each step of this process is crucial to optimizing strategies, focusing on truly effective actions, and, of course, presenting results to decision-makers in a clear and impactful way.
That’s why, to make this analysis even easier, Reportei has just launched the vertical marketing funnel, an evolution of the horizontal model that offers a more intuitive, integrated, and customizable view of the results from each channel in your report.
In this article, you’ll discover how this new feature works and why it can become a great ally when creating complete reports and dashboards. Keep reading!
What is a Sales Funnel and Its Importance
To understand the relevance of Reportei’s new feature, it’s essential to review what a sales funnel is and why it’s so important in a marketing strategy.
In short, the sales (or marketing) funnel is the representation of the buying process that a customer goes through, from the moment they first engage with the brand (top of the funnel) to the moment they make a purchase (bottom of the funnel).
Thus, it is generally composed of three stages:
- Awareness (Top): when the potential customer recognizes they have a problem or need and starts looking for information about it;
- Consideration (Middle of the funnel): the stage when the person evaluates possible solutions and compares different products and services;
- Decision (Bottom): the moment when the buyer chooses the solution that best meets their needs and makes the purchase or contract.
Understanding this tool is important because it allows alignment of marketing and sales strategies at each stage of the customer journey.
This way, you can create specific content and actions to attract, educate, and convert leads, as well as measure the results accurately.
What Changes with the Vertical Funnel in Reportei?
Reportei already offered the marketing funnel feature in the form of a horizontal chart, allowing users to customize the metrics for each stage and analyze how different media and channels contribute to business results.
However, after many customer requests, the platform has launched the much-anticipated vertical funnel.
But why is this change so relevant? Here are the key points for you to follow:
More Integrated and Intuitive View
By presenting the funnel vertically, data analysis becomes even clearer. This is because the visual flow follows the natural order of the customer journey, from the top to the bottom of the funnel.
As a result, this format makes it easier to identify where potential customers are “disconnecting” or dropping off in the purchase process.
Ease of Customization
Just like in the horizontal format, the vertical funnel allows you to choose the metrics that make the most sense for your business or client.
This means you can define top, middle, and bottom of funnel indicators, adapting them to different objectives — whether it’s increasing brand awareness, generating leads, or making sales.
Available for Reports and Dashboards
One major advantage of the new feature is that it can be added both to reports and dashboards.
This way, you gain flexibility to display the sales funnel in a personalized manner and in multiple formats.
Other Benefits of the Feature
In addition, Reportei’s vertical funnel offers other advantages to marketing analysts, such as:
- The ability to connect metrics in a sequence that helps tell the “story” of the strategy, showing how actions have evolved over time and lead to the final results;
- By observing the funnel in an integrated manner, it’s easy to see how each action or investment impacts the bottom (decision stage). This allows for faster and more precise adjustments to the strategy, prioritizing areas that bring more significant results;
- After setting up the funnel for the first time, you can save this model and apply it to other projects, optimizing the workflow.
Finally, it’s worth noting that the funnel feature (both horizontal and vertical) is accessible to all Reportei users, regardless of the chosen plan.
This ensures that businesses and agencies of all sizes can benefit from this advanced analytics tool.
How to Add the Tool to the Report?
Adding the vertical funnel to your Reportei reports is quite simple. Here’s the step-by-step guide:
- 1. In the report, click to add “Customizable Metrics”;
- 2. Select the “Funnel” option and choose between the “Vertical” or “Horizontal” format – considering which presentation style best suits your project or client’s needs.
3. Next, define which metrics will make up each stage (top, middle, and bottom) based on the objective of your strategy;
4. By default, the funnel will be added with the “Reportei” theme (blue), but you have the freedom to customize the colors and style by editing the report or integration theme. This customization is excellent for maintaining the visual identity of your clients or agency.
5. Click on “Create Funnel” to complete the action and make your report’s analysis more comprehensive.
For now, the vertical funnel is only available for integrations and is not enabled in the custom block.
Test the Vertical Funnel in Reportei
Now that you’re familiar with the new feature, it’s time to experience the vertical funnel in practice.
With this enhanced version, you can connect your top, middle, and bottom funnel metrics in a more integrated and logical way, simplifying both analysis and the presentation of results to clients.
This way, you can quickly identify where the bottlenecks are in the customer journey and adjust strategies to achieve more efficiency and return on campaigns.
So, don’t waste any time: log into your Reportei account or request a free trial and add the vertical funnel to your reports and dashboards!
