SessionSight: Funnels
Overview
Use this page to select a funnel and review its step-by-step conversion drop-off. A funnel is a defined sequence of steps, each matched by a page or an event, that represents a flow you want visitors to complete, such as sign-up or checkout. Instead of showing only an overall conversion rate, Funnels breaks the flow down step by step so you can see exactly where visitors stop progressing.
Funnels are created and enabled in Configuration: SessionSight: SessionSight, scoped to a tenant and a container whose underlying datasource supplies the session data this page reads. Nothing appears on this page until at least one funnel exists for the tenant and container you select. When a step shows an unexpected drop, you typically follow up by opening the matching session recordings to see what visitors did at that point.
This page lets you choose a tenant, container and time range, see which funnels are defined, including whether a funnel is switched off or requires steps in sequence, and select one to view its per-step completions, value and unique visitor and session counts.
Key concepts
- funnel - A defined sequence of steps, each matched by a page or an event, that represents a flow you want visitors to complete, such as sign-up or checkout. (related: Configuration: SessionSight: SessionSight)
- container - The monitored web application or environment whose captured session data this page analyzes; its underlying datasource is derived automatically from the container you select. (related: Configuration: Datasources)
- tenant - The organization or customer scope you are viewing data for; funnels, containers and their data are all scoped to the selected tenant.
- sequential funnel - A funnel configured to require visitors to complete its steps in the defined order before the pass counts as a conversion; funnels without this setting count a conversion regardless of step order.
- drop-off - The loss of visitors or sessions between one funnel step and the next, visible as a falling Completions or Unique Visitors count as you read down the step list.
When to use it
- You want to see where visitors abandon a multi-step process, such as checkout or enrollment, tracked by SessionSight.
- You need to find the single step causing the biggest conversion loss before diagnosing it further with session recordings.
- You are comparing how a container's conversion drop-off looks over different time windows, from the last hour to the last week.
- You need to confirm whether a funnel is actively collecting data (not switched off) and whether it enforces step order.
- You are reviewing results for a different tenant or application container than your default one.
Before you begin
- At least one funnel must already be defined for the tenant and container you plan to inspect, in Configuration: SessionSight: SessionSight; until one exists, the Funnels list has nothing to show.
- The container's underlying datasource must be configured and actively receiving session data in Configuration: Datasources, otherwise step metrics will have nothing to compute from.
- You need access to the tenant and container you want to inspect, selectable from the Tenant and Container dropdowns at the top of this page.
Common workflows
Workflow
Persona: load-test operator or admin
- Select Retry in the Funnels panel.
- Expect: The panel re-requests the funnel list; if the backend responds normally, the list of defined funnels replaces the error message.
- If the error persists, select Refresh in the header.
- Expect: The whole page reloads Tenant, Container and funnel data together; the Funnels panel and, if one was selected, the drop-off panel both refresh.
Verify: The Funnels panel shows a list of funnel names instead of the error banner, confirming the backend is reachable again.
Review where visitors abandon a funnel
Persona: load-test operator or admin
- Choose the tenant and container you want to analyze from the Tenant and Container dropdowns.
- Expect: The Funnels list, and any already-loaded drop-off panel, reload scoped to the new tenant and container.
- Select a time range, such as 24h or 7d.
- Expect: The metrics on the page recompute for the new window; the chosen button becomes the active, filled option.
- Select a funnel from the Funnels list.
- Expect: The right-hand panel populates with one row per step, each showing Completions, Value, Unique Visitors and Unique Sessions.
Verify: The step where Completions or Unique Visitors falls the most compared to the row above it is the point in the flow where visitors are abandoning it.
Investigate a drop-off step with session recordings
Persona: load-test operator or admin
- Select a funnel from the Funnels list to load its drop-off panel.
- Expect: The right-hand panel lists each step with its Completions, Value, Unique Visitors and Unique Sessions.
- Select Recordings next to the step with the largest drop.
- Expect: The page navigates to the session recording list, filtered to sessions matching that step's page or event criteria.
Verify: The recording list opens scoped to the chosen step, letting you watch the sessions that reached, or failed to reach, that point in the funnel instead of reviewing the whole container's traffic.
Steps
Step 1
Open Funnels under SessionSight.
Expected result: The page loads with the default Tenant (LoadGen B.V.) and Container (Production Web App) and the 7d time range selected; the Funnels panel shows "Couldn't load funnels: the backend returned an error." instead of a funnel list, and the right-hand panel shows a prompt to select a funnel.
This is the starting point for scoping and reviewing conversion drop-off across your defined funnels.
- Tenant and Container default to LoadGen B.V. and Production Web App.
- The time range is set to 7d among the 1h/4h/8h/24h/7d/Custom options.
- The right-hand panel shows an empty-state prompt because no funnel could be selected.
Step 2
Select Refresh in the header.
Expected result: The page reissues its data request. The credentials-expiring banner is dismissed and a Configure button appears in the header, but the Funnels panel still shows "Couldn't load funnels: the backend returned an error." because the backend has not recovered.
Refreshing is the first thing to try when the funnel list fails to load, before escalating the issue.
- Refresh re-requests data for the current Tenant, Container and time range.
- A Configure button is now visible in the header.
-
Retry remains available directly in the Funnels panel for a narrower retry.
Field reference
| Field | Purpose | Format / Validation | Required | Default |
|---|---|---|---|---|
| Tenant | Scopes every funnel and metric on this page to one organization. Switch tenants to inspect funnels defined for a different customer instead of your default one. | dropdown, single select | No | LoadGen B.V. |
| Container | Scopes the page to one monitored application. Its underlying datasource is derived automatically from the container you choose, so switching containers changes which funnels and session data are available without any extra configuration. | dropdown, single select | No | Production Web App |
Column reference
| Column | What it shows | How to read it |
|---|---|---|
| Step | - | Read the rows top to bottom in step order; each one matches the page or event criteria defined for that step in the funnel. |
| Completions | - | Compare the count to the step above it; a large decrease marks where visitors are abandoning the flow. |
| Value | - | Use alongside Completions to see whether the value carried by surviving sessions rises or falls as the funnel progresses, when the step tracks a value such as order value. |
| Unique Visitors | - | A drop between steps shows real visitor loss rather than the same visitor returning across multiple sessions. |
| Unique Sessions | - | Compare to Unique Visitors; a much higher session count than visitor count suggests repeat attempts by the same visitors. |
| Funnel name | - | Select a row to load that funnel's step-by-step drop-off in the right-hand panel; the list itself shows no metrics. |
| Status | - | An Off badge means the funnel is disabled in its definition; a funnel without this badge is active. Re-enable it in Configuration: SessionSight: SessionSight if you expect current data. |
| Step order | - | A sequential badge means visitors must complete the funnel's steps in order for a pass to count as a conversion; without it, steps can be completed in any order and still count. |
Controls reference
Refresh
Reissues the funnel-list request and, if a funnel is selected, its drop-off data, for the current Tenant, Container and time range.
When to use: Use after changing a filter that did not visibly update the page, or to pull in new data without re-selecting a funnel.
Side effects: Read-only: it reloads displayed data; it does not change any funnel's configuration.
Retry
Re-attempts to load the Funnels list after it failed.
Side effects: Read-only: retries the same request; does not change any data.
Configure
Opens the funnel configuration page where funnels are created, edited, enabled, disabled and set to require sequential steps.
When to use: Use when you need to create a new funnel, fix one that shows an Off status, or change its step definitions.
Side effects: Navigates away from this page; no changes happen until you act on the configuration page.
Time range buttons (1h, 4h, 8h, 24h, 7d)
Sets the look-back window used to compute Completions, Value, Unique Visitors and Unique Sessions for every step.
When to use: Use a shorter window, such as 1h or 4h, to check very recent behavior right after a release or test run; use a longer window, such as 24h or 7d, to see a stable conversion pattern that is not skewed by a single traffic spike.
Side effects: Read-only: reloads the drop-off metrics for the new window; does not change any funnel definition.
Custom
Opens a date range picker so you can set a specific start and end time instead of one of the preset windows.
When to use: Use to line metrics up exactly with a known incident window or test run rather than a rounded preset.
Side effects: Read-only: changes the reporting window once a range is chosen.
Select a funnel (list row)
Loads the step-by-step drop-off for the chosen funnel into the right-hand panel.
When to use: Use after the Funnels list has loaded successfully, to inspect a specific funnel's conversion data.
Side effects: Read-only: populates the right panel; does not change the funnel.
Recordings
Opens the session recordings that match the selected step's page or event criteria.
When to use: Use once you have identified the step with the biggest drop-off and want to see what visitors actually did there.
Side effects: Navigates to the session recording list filtered to that step; does not change any data.
Define one in Config
Opens the funnel configuration page from the empty state shown when no funnels are defined.
When to use: Use the first time you set up SessionSight funnels for a tenant and container.
Side effects: Navigates away from this page; no funnel is created until you act on the configuration page.
Verify the result
When the task succeeds, the Funnels list on the left shows the defined funnels for the selected tenant and container, with an Off badge on any disabled funnel and a sequential badge where step order is enforced, and selecting one fills the right-hand panel with one row per step showing Completions, Value, Unique Visitors and Unique Sessions for the chosen time range. The step where Completions or Unique Visitors falls sharply compared to the row above it is the point in the flow where visitors are abandoning it. If the left panel instead shows "Couldn't load funnels: the backend returned an error.", the list never loaded and no funnel can be selected; use Retry or Refresh before checking anything else. If the list loads but is empty, no funnel has been defined yet for that tenant and container.
Troubleshooting
- Symptom: The Funnels panel shows "Couldn't load funnels: the backend returned an error." Fix: Select Retry in the panel, or Refresh in the header; if the error persists after repeated attempts, the SessionSight backend is likely unavailable rather than a problem with your filters.
- Symptom: The Funnels list loads but is empty. Fix: Open Configuration: SessionSight: SessionSight and confirm at least one funnel is defined for the selected Tenant and Container.
- Symptom: A funnel in the list shows an Off badge. Fix: The funnel is disabled in its definition; edit it in Configuration: SessionSight: SessionSight to re-enable it if you expect current data.
- Symptom: Switching Tenant or Container changes which funnels appear, or shows none. Fix: Funnels are scoped to the tenant and container they were defined for; reselect the pairing used when the funnel was created.
- Symptom: Selecting Recordings next to a step returns no sessions. Fix: Widen the time range, for example from 1h to 7d, since the step's recordings are limited to sessions within the currently selected window.
Related articles
- Prerequisite: Configuration: SessionSight: SessionSight - funnels are defined, enabled and set to require sequential steps here before they can be analyzed on this page
- Prerequisite: Configuration: Datasources - the selected container's underlying datasource must be configured to supply the session data this page reads
- Next step: SessionSight: Replay - the Recordings link opens session recordings matching a step's criteria for root-cause review
- See also: SessionSight: Dashboard - overall SessionSight activity for the same tenant and container
- See also: SessionSight: Visitors - drill into the individual visitors behind a funnel's Unique Visitors counts
- See also: Configuration: Credential Profiles - resolve expiring API credentials noted in the banner shown on this page