Documentation/Setup & Measurement/Funnel Stages

Funnel Stages

Map Locations and actions to the stages of the customer journey.

Updated 9 August 2026

Give the customer journey a shared structure

Funnel Stages provide an ordered vocabulary for the journey from early discovery to the final business outcome. They make it easier to describe where a page or action sits without relying on individual URLs, campaign names or team-specific terminology.

A useful stage model helps people compare movement through the journey consistently. It also gives Incendium a clearer business context for analysis: a product-detail visit and a checkout visit are both pageviews, but they represent very different levels of intent.

Create the stages

Open Funnel Stages

Go to Setup & Measurement → Funnel Stages and choose Create Funnel Stage.

Name the stage

Enter a short label that describes the visitor's position in the journey, then choose Save. Cancel closes the form without creating it.

Build the full sequence

Add the stages needed to describe the journey in order, from its earliest meaningful point to the primary outcome.

Use the stages consistently

Apply the same business interpretation when Locations, reports and funnels refer to the stages. If teams disagree about a label, resolve the definition before expanding the model.

Choose stages that remain useful

Use a small number of durable business stages rather than mirroring every page template. A practical ecommerce journey might distinguish discovery, consideration, product intent, checkout and sale; a B2B journey may instead distinguish discovery, solution evaluation, enquiry and qualified outcome.

  • Name the visitor's position, not a particular campaign or URL.
  • Keep adjacent stages meaningfully different.
  • Avoid creating a stage for every Interaction.
  • Do not make ecommerce and B2B variants unless their journeys genuinely require different meanings.
  • Review the sequence when the website or sales journey changes materially.
More stages do not automatically create more insight

A short, stable model is easier to interpret over time. Add a stage only when the distinction changes a decision or reveals an important point of progression.

Set up the foundations first

Funnel Stages describe progression; they do not identify pages or fire events by themselves. Build accurate Locations and Conversions and Interactions so the journey is based on dependable page and outcome data.