Template
Marketing Funnel Report Template
Explain visits, signups, trials, and purchases.
- Use ordered funnel steps.
- Calculate drop-off.
- Call out bottlenecks.
- Export a funnel report.
Template workflow
Use this template with a working tool
Explain visits, signups, trials, and purchases. Match your columns to the scenario, load a relevant sample, then export the checked result.
Data shape
- Use ordered funnel steps.
- Calculate drop-off.
Build steps
- Open the matching report or chart tool.
- Replace the sample rows with your small dataset.
- Review chart fit, labels, source note, and export size.
Output
- Export a chart image for slides or articles.
- Export Markdown when the narrative is the main deliverable.
- Keep the source note with the exported asset.