
In Synerise, you can create your own funnels based on many different customer activities and characteristics.

Each step of a funnel is built on an [event](/glossary#event) — an action performed by a [profile](/glossary#profile) (for example, viewing a page or adding a product to a cart) or an action a [workspace user](/glossary#user) performs toward a profile (for example, sending a message).  

Profiles who trigger the event defined in a step move on to the next one — at each following step, the funnel checks only those customers, then shows how many progress through the whole sequence. Steps are always joined with the **AND** operator, so customers must complete them in the exact order you define. 

Optionally, you can also cap the analysis to a maximum time allowed between the first and last step — customers who complete all the steps but take longer than that are not included in the results. In addition to events, you can narrow down the funnel as a whole, with a [filter](/docs/analytics/i_profile-filter) based on event parameters or [profile attributes](/docs/crm/customer-properties).

<figure>
<img src="/api/docs/image/8aa18695b9ddf90415ab9b9c2fdf6e90734cca60/docs/analytics/_gfx/funnel-configuration.png" alt="Conditions panel showing three funnel steps joined with And: message.sent, newsletter.open, and newsletter.click" class="medium">
<figcaption>Example of funnel conditions for analyzing an email campaign</figcaption>
</figure>

For example, a funnel analyzing an email campaign could consist of three steps — **message.sent**, **newsletter.open**, and **newsletter.click** — showing how many recipients opened the email and how many of them went on to click a link inside it.

<figure>
<img src="/api/docs/image/8aa18695b9ddf90415ab9b9c2fdf6e90734cca60/docs/analytics/_gfx/funnel-preview.png" alt="Funnel preview chart with three steps: sending message, opening message, and clicking links in the message, showing the number of profiles that reached each step" class="medium">
<figcaption>Example of a funnel analyzing an email campaign</figcaption>
</figure>

## Requirements
---

You must have a [user role](/docs/settings/identity-access-management/permissions) with the following permissions:

- [access the Decision Hub](/docs/settings/identity-access-management/permissions/analytics-permissions#access-the-decision-hub)
- [view analyses](/docs/settings/identity-access-management/permissions/analytics-permissions#view-analyses)
- [create analyses](/docs/settings/identity-access-management/permissions/analytics-permissions#create-analyses)
- [edit analyses](/docs/settings/identity-access-management/permissions/analytics-permissions#edit-analyses)
- [preview results](/docs/settings/identity-access-management/permissions/analytics-permissions#preview-results)

- You need events to build the steps of your funnel on. Events are generated as a result of [event tracking](/docs/assets/events/introduction-to-events) — for example, by implementing a tracking code on your website, using the mobile SDK, or importing historical event data.

## Creating a funnel
---

<img src="/api/docs/image/8aa18695b9ddf90415ab9b9c2fdf6e90734cca60/docs/analytics/_gfx/creating-funnels.png" alt="New funnel creation form in Decision Hub showing name and step configuration fields" class="medium" >

1. Go to <img src="/api/docs/image/8aa18695b9ddf90415ab9b9c2fdf6e90734cca60/icons/decision-hub-icon.svg" alt="Decision Hub icon" class="icon"> **Decision Hub > Funnels > New funnel**.
2. Click the <img src="/api/docs/image/8aa18695b9ddf90415ab9b9c2fdf6e90734cca60/docs/analytics/_gfx/pencil-icon.png" alt="Pencil icon" class="icon"> icon next to **Unnamed step** to enter the name of the funnel. This name is displayed in the funnel preview — if you skip this, the step is labeled **Unnamed step** instead.
3. Click **Choose event** and select an event from the dropdown list. Customers who performed a specific action (that triggers the selected event) are considered in the analysis. To narrow your analysis to only particular occurrences of a type of event, click **where** to select [event parameters](/docs/analytics/i_events-parameter-value).

4. To add another step to the funnel, click **and then...** below the previous step, and repeat step 3. Steps are always joined with **And**, so customers must complete them in the order you define.
5. To define the maximum time allowed between the first and last step of the funnel, click the clock icon in the lower-right corner of the **Conditions** panel and set the **Completed within** interval. Profiles who complete all the steps, but take longer than the specified time, are not included in the results.
6. To determine the time range from which the data will be analyzed, click the calendar button (for example, **Last 30 days**) and confirm your choice with the **Apply** button.
7. If you want to narrow down the scope of customers, click **Enable filter** below the **Conditions** panel. In the **Profile filter** window that opens, click **Add condition** to build the query, and confirm with **Apply**. This [profile filter](/docs/analytics/i_profile-filter) works as an additional condition a profile has to meet in order to be counted in the funnel.
8. Optionally, you can preview the results before you save the funnel. The **Preview** chart below the **Conditions** panel shows how many profiles reached each step. Click **Refresh** to reload it with the latest data, or click **Close conditions** to collapse the **Conditions** panel and see more of the chart.
9. To complete the process, click the **Save** button. When you save the funnel, you can find it on the list of funnels under the name you entered in step two.

