DecisionKits
Customer Journey & Funnel Tracker — Excel Template
Customer Journey & Funnel Tracker — Excel Template
- One-off payment & lifetime use
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Understand exactly how users move through your ecommerce funnel with this customer journey & funnel tracker Excel template. Track sessions, product views, add-to-carts, checkouts, purchases and revenue by month and channel, while conversion rates and funnel scores calculate automatically. A clean dashboard shows which channels truly drive performance.
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WHAT IT SOLVES
WHAT IT SOLVES
Most marketers track only traffic and revenue, missing the essential middle steps where customers drop off. This tracker exposes the full journey—from visit to product view, cart creation and checkout—so you can diagnose weak points, improve conversion rates and invest in channels that deliver high-intent, purchase-ready traffic.
WHAT YOU GET
WHAT YOU GET
A structured two-tab Excel template with funnel stage inputs, automatic calculations for view rate, ATC rate, checkout rate, CVR, revenue per session and funnel score, plus a dashboard summarising channel-level revenue, sessions, purchases and conversion efficiency. Sample data is included so you can understand how every metric works immediately.
HOW IT WORKS
HOW IT WORKS
Log each channel-month combination in the Funnel Inputs tab: sessions, product views, add to carts, checkouts, purchases, revenue and customer type. The template calculates all key funnel metrics in real time. The dashboard then aggregates performance by channel, revealing where users drop off and which traffic sources convert best.
