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Conversion funnels › Using Usage Insights › Usage Insights › Platform Analytics
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Edit a conversion funnel

Edit conversion funnel data to collect or steps to include in your analysis.

Before you begin

Role required: Users with the analytics_viewer, portal_analytics_viewer, mobile_analytics_viewer, core_ui_analytics_viewer, now_experience_analytics_viewer roles can create, edit and delete funnels for the applications they have access to.

Procedure

  1. Navigate to Platform Analytics > Usage Insights.

  2. From the Applications list, select the application with the funnel you want to edit.

  3. Select Analysis > Conversion funnel.

  4. Select the Actions menu

Image omitted: more-actions-menu-icon.png
Actions menu icon of the funnel you want to edit and choose **Edit**.
Image omitted: uxa-funnel-edit.png
Conversion funnel module with Actions menu and Edit option highlighted

  1. Change the funnel name or description, and edit or add steps as applicable.

  2. Select Save to update the funnel configuration.

Parent Topic:Funnel reports in Usage Insights