Funnel

See the ready-made dimension and metric rules included in a Funnel workspace.

Funnel's standard rules

Group, transform, and enrich connected data in Funnel.

Organize

Custom dimensions explained - The Basics

There are a number of ways to set and manipulate the results of your dimension rules.

Working with custom dimension rule results

Fiscal calendar, Fiscal year, Fiscal period, Fiscal Week

Create a Fiscal calendar in Funnel from a Google Sheet

One of Funnel's core concepts is that of dimensions. This article will teach how to work with dimensions but will not cover the technicalities of creating them. To learn more…

What are 'Dimensions' and how can I use them?

This article describes the main campaign dimensions that exist in Funnel and how they are commonly used

Campaign dimensions in Funnel

Learn about the different types of custom field rules that exist in Funnel and when to use them

Different types of custom field rules

Match GA and ad platform data on a campaign level by forcing all campaign names into lowercase

How to force Ad Campaign names into lowercase to match Google Analytics

Examples of how to use text splitting to match delimited dimension values in your data and extract specific fragments from those values.

How to use Text Splitting

Examples how to use regular expression to find matching rows in your data or extract and capture specific parts or patterns.

How to use regex matches

Learn how to group data by custom date ranges using the Date dimension as a foundation.

How do I create a custom dimension based on dates?

Learn how to specify a certain number of characters to be returned from native dimensions as values in a custom dimension

How do I use regex to capture a fixed amount of characters from dimension values?

Replace dimension values by using a lookup table from Google Sheets.

Dimensions: Look up values from Google Sheets

Create lookup tables that replace custom dimension or metric values.

Create lookup tables for custom fields

Learn how to match or capture a dimension's values only if they contain two different strings at the same time.

How do I use regex to identify dimension values that contain two specific sets of characters?

Funnel provides a number of fields that are created automatically, most of which are read-only and cannot be edited by users.

Funnel built-in fields

How to change the names of metrics and dimensions in Funnel

Renaming Fields

How to create a new dimension or metric based on one of your existing ones

How to copy a dimension or metric

Find custom, imported, and built-in dimensions for your data sources on the Dimensions page.

Available dimensions

Custom, imported, and built-in dimensions in Funnel.

Dimensions

Working with rule-based metrics

Create Monthly and Weekly Facebook Reach in Funnel

Working with Non-Aggregatable (Non-Agg) Metrics in Funnel

This article helps you create a harmonized dataset across Universal Analytics & Google Analytics 4 in Funnel.

Google Analytics - How to map fields between Universal Analytics and GA4 in Funnel

Walkthrough example of why non-aggregatable metrics cannot be summed. Also includes links to other related knowledge base articles.

Why Non-Aggregatable Metrics Cannot be Summed

Create a custom metric

Learn the differences between custom metrics based on rules vs formulas

What are the differences between a rule metric and a formula metric?

Understand more detail on when and how formula and rules are evaluated

How are custom metrics calculated?

It is possible to use Custom Metrics that build on other metrics to build your monetary metric

How can I calculate Cost from other metrics?

Create a metric from a dimension row & value

For example a Cost divided by Clicks calculation can be done using either formula or rule based metrics but gives very different results. Only formula metrics will calculate ratios correctly.…

Why can I not calculate CPC in a rule?

Default behaviour for Cost, Clicks and Impressions

Funnel's standard metric rules

Learn about what we mean when talking about non-aggregatable metrics.

What are non-aggregatable metrics?

Funnel's Cost, Impressions, Clicks, CPC, CTR, CPM are upgraded to allow overriding these calculations

What happened to 'Ad platform basic' metrics?

Learn how to build a rules-based custom metric that makes use of the native Facebook Ads (by Meta) metric 'Attribution window'.

How do I build a custom metric for Facebook Ads based on click or view attribution only?

Compare how Google Analytics, Facebook, and Google Ads define and attribute conversions.

Platform conversion definitions

Custom, imported, and built-in metrics in Funnel.

Metrics

Use Datasets to turn CRM data into time-based metrics you can actually analyze.

Datasets

Create a new set of data from existing data sources.

How you can manage currency conversions in Funnel automatically or manually

How does currency conversion in Funnel work?

Exchange rates for currencies used by your connected platforms.

Currencies

Create a custom design with text, images, and links

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