Skip to main content
All CollectionsDashboard
Navigating the Funnelytics Dashboard: A Quick Tour
Navigating the Funnelytics Dashboard: A Quick Tour

Find Everything You Need to Get Started and Manage Your Analytics

Umberto Guardascione avatar
Written by Umberto Guardascione
Updated this week

The Funnelytics Dashboard provides a central hub for accessing all the tools and features you need. Here's how to navigate the interface and find what you need:

Step 1: Access Help Resources

Find tutorials and support resources easily:

  1. Click on the "Funnelytics Tutorials" button on the left bar of your dashboard

  2. This takes you to a page with helpful resources including:

    • Your onboarding checklist

    • Interactive demo

    • Support resources

    • Community access

    • List of all available tutorial

Funnelytics dashboard tutorials

Step 2: Contact Support

Need direct help? Use the chat widget:

  1. Find the chat widget icon in your dashboard

  2. Click to open the chat interface

  3. Send messages directly to the Funnelytics support team

Funnelytics Dashboard help widget

Step 3: Navigate the Sidebar

The left sidebar is your main navigation area:

  1. Workspace Selector: Choose in which workspace to operate

  2. Core Tools: The tools available in the selected workspace

  3. Profile Section: Access your account settings, including:

    • Log out option

    • Account settings

    • Plan details

    • Resources such as the template library

    • Tutorials

    • Affiliate center

    • Other account-related options

Step 4: Manage Your Workspaces

At the top of the interface, you'll find workspace management:

  1. Click on the workspace selector to view all your workspaces

  2. Select any workspace to access its specific tools and data

  3. Add new workspaces as needed

  4. Access the Workspace Overview to see compiled data from all workspaces

Step 5: Use Your Core Tools

Once you've selected a workspace, you'll see these main tools in the sidebar:

  1. Monitor Tab: View all your KPIs once tracking is installed

  2. Targets: Set and monitor performance targets

  3. Canvases: Access your funnel mapping canvases

  4. Collaborators: Manage who has access to your workspace

  5. Integrations: Set up connections with other tools

  6. Settings: Configure your workspace settings

Funnelytics Dashboard Profile Menu

Remember, if you ever need assistance, you can always access the tutorials section or contact the support team directly through the chat widget or via email at [email protected].

Did this answer your question?