Who This Is For / When to Use
Use this when you want to visualize funnel traffic, conversions, and appointment activity using customizable dashboard widgets.
What Are Visitor Data Widgets
Visitor Data widgets display metrics related to how visitors interact with your funnels and websites, including:
Funnel views (total and unique)
Opt-ins
Funnel performance trends
Appointment activity
These widgets help you understand the visitor journey from first view to conversion.
Step 1: Create or Open a Dashboard
Open Dashboards from the main navigation.
Click Add Dashboard to create a new dashboard, or open an existing one.
Step 2: Add a New Widget
Inside the dashboard, click Add Widget.
In the widget selector, stay on the Widgets tab.
Step 3: Select Visitor Data Widgets
Scroll to Visitor Data.
Choose a widget type such as:
Unique Funnel Views
Total Funnel Views
Funnel Views Trend
Top Funnels by Unique Views
Step 4: Configure Funnel Views or Unique Funnel Views
Configure the Metric
Set Metric to Count of Page Views.
Use View By to group data (for example, Funnel or Date).
Breakdown for Trend Widgets
For trend widgets:
Set Breakdown to Daily, Weekly, Monthly, Quarterly, or Yearly.
Step 5: Apply Conditions to Filter Funnel Data
Open the Conditions tab.
Set Page Type to Funnel.
Select a specific funnel if required.
Set Visitor Scope:
Unique for unique visitors
All for total visits
Step 6: Add Opt-In Widgets
Select Opt-In Metrics
Add a new widget.
Under Visitor Data, select Total Opt Ins (All Funnels) or funnel-specific opt-in widgets.
Configure Opt-In Metric
Set Metric to Opt Ins.
Set View By to Funnel if comparing funnels.
Apply Conditions
Open Conditions.
Set Page Type to Funnel.
Choose Visitor Scope (Unique or All).
Step 7: Add Top Funnels Widgets
Top Funnels by Unique Views
Add a widget from Visitor Data.
Select Top Funnels by Unique Views.
Set Metric to Page Views or Opt Ins.
Set View By to Funnel.
Step 8: Add Appointment Widgets
Select Appointment Widgets
Add a new widget.
Scroll to Appointments.
Select Appointment Count or Confirmed Appointment Count.
Filter Appointment Data
Open the Conditions tab.
Filter by:
Appointment Status (Confirmed, Cancelled, No Show, etc.)
Calendar
User
Step 9: Choose Chart Types
You can change how data is displayed using chart icons:
Number
Line
Bar
Pie
Table
Step 10: Save the Widget
Review the configuration.
Click Save.
Resize or reposition the widget on the dashboard as needed.
Common Issues and Fixes
Widget shows "No Data"
Verify that:
The selected funnel has traffic
The date range includes activity
Visitor Scope matches your use case
Funnel not available in conditions
Ensure the funnel exists and has at least one published page.
FAQs
Can I track both funnels and websites on the same dashboard?
Yes. Add separate widgets and set Page Type to Funnel or Website accordingly.
What is the difference between Unique and All visitor scope?
Unique counts each visitor once. All includes repeat visits.
Can I edit widgets after saving?
Yes. Widgets can be edited, resized, or reconfigured at any time.
How do I track only confirmed appointments?
Use Appointment widgets and set Status to Confirmed in Conditions.
Can I compare performance over time?
Yes. Use trend widgets with daily, weekly, or monthly breakdowns.