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Docs/Goals & Funnels

Goals & Funnels Setup

Define important milestones and build multi-step conversion paths. Track user progress from landing pages to completed checkout events.

Conversion Goals

Goals let you define specific visitor actions as conversions. Metrivo tracks conversions, evaluates their conversion rate (CVR), and links them back to source traffic.

Supported Goal Types

pageview

Triggers a conversion when a visitor views a page path matching your rule (e.g. `/pricing`, `/checkout/success`). Enter the path pattern in the Page path match input.

custom_event

Triggers a conversion when a custom event is tracked via the JavaScript API. Fire these events from your client-side code using:

window.Metrivo.track("signup_completed", { plan: "growth" })

revenue_event

Triggers a conversion when a payment is recorded via Stripe, Razorpay, Dodo, or the Manual Payment API. You can leave the event filter blank to capture any payment, or enter a specific provider key (e.g., `stripe`) to create provider-specific revenue goals.

Multi-Step Funnels

Funnels organize individual steps sequentially, visualizing drop-offs and matching conversion rates along user acquisition paths. You must configure at least two steps to view report analytics.

Step Definition Types

Pageview
Monitors page navigation matches (e.g. step 1: `/`, step 2: `/pricing`).
Custom event
Monitors client-side custom tracker events (e.g. `checkout_started`).
Goal
Monitors conversion goals that are already set up inside your Goals page.
Payment
Monitors verified billing events. You can optionally filter by a payment provider keyword.

Creating a Funnel

To create a new funnel:

  1. Navigate to Funnels in your dashboard.
  2. Click New funnel.
  3. Give your funnel a clear name and description.
  4. Add steps in sequential order (e.g., Step 1: Landing Page view, Step 2: Pricing Page view, Step 3: Checkout payment).
  5. Click Create funnel to save it.

Data Quality Warning

For payment events to match your funnel steps, you must pass the client-side visitor and session identifiers into payment metadata when charging customer cards. Unmatched payments will still be recorded but won't connect back to pageview funnel steps.

Next: Connect Payment Gateways

Learn how to pass tracking identifiers into payment flows for Stripe, Razorpay, or Dodo Payments.