Goals & Funnels

Goals track specific actions. Funnels chain goals together to visualize multi-step flows.

Goals

A goal is a single condition: an event name or a URL match.

Creating a Goal

1. Go to your site dashboard
2. Click the Goals tab
3. Click Create Goal
4. Enter a name (e.g., "Newsletter Signup")
5. Choose a trigger type:

Event — matches a custom event name. If you track signups with boxy.track("signup"), set the event to signup.

URL — matches a page path. Set the URL to /thank-you to track visitors who reach that page.

1. Click Create Goal

Conversion Metrics

Each goal shows:

• Conversions — number of unique visitors who triggered the goal
• Rate — percentage of total visitors who converted
• Trend — click a goal row to expand a line chart of conversions over time

All data respects the selected time range.

Deleting a Goal

Click the trash icon on a goal row. If the goal is part of a funnel, you must remove it from the funnel first.

Funnels

A funnel is an ordered sequence of 2–8 goals. It shows how visitors progress through a multi-step flow and where they drop off.

Creating a Funnel

1. Create the goals you need first (at least 2)
2. Click the Funnels tab
3. Click Create Funnel
4. Enter a name (e.g., "Signup Flow")
5. Select goals for each step using the dropdowns
6. Click + Add step to add more steps (up to 8)
7. Click Create Funnel

Reading the Funnel Chart

Click a funnel card to expand the visualization:

• Each bar represents a step — width is proportional to visitor count
• Drop-off percentage is shown between steps
• Step 1 is always 100% width — subsequent steps shrink based on how many visitors progressed

Example: SaaS Signup Funnel

Permissions

• Owners and admins can create and delete goals and funnels
• Members can view goals and funnels but cannot modify them

Tips

• Use the Custom Events section in the Overview tab to discover which events to turn into goals
• Name goals descriptively — funnel step labels come from goal names
• Start simple: one funnel with 3–4 steps is more useful than ten complex funnels