Existing Funnels and New Dashboard

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robbie.adams

Hi,

I had created several funnels for my conversion tracking. However, when I started a dashboard, I don’t see any where to use my existing funnels. (I have to recreate them aka copy/paste.) Is there away to leverage existing funnels on dashboards?

Thanks community! 

Robbie

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    Lindsay Zubrickas

    Hey @RobbieA! Thanks so much for your question! 😊

    There are a few ways you can add existing funnels to dashboards. 

    1. From inside the dashboard, you can select “Add a card”, then “Add from Library” and search for the funnels you created there.


       
    2. From inside the funnel you created, you can select, “Add to Dashboard” and select the dashboard of your choice.

    Please let me know if you have anymore questions! 

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    robbie.adams

    Thanks Lindsay, not sure what I was doing then. I tried “add a card” and “add from library” but when I searched the funnel names, they did not come up so who knows what I did wrong. It works now so thank you for straightening me out. 😀

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    Lindsay Zubrickas

    Hey @RobbieA! I’m so glad to hear it’s working now! If that happens again and you can’t find your funnels, don’t hesitate to reach out!

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