9 June 2026

What to bring to a funnel review besides the export

A usable conversion funnel review needs current screens, a success sentence, and someone who can pause a recording, not only a CSV.

Open notebook with a pen on a desk

Teams send a large export and hope the rest is obvious. It is not. We still need:

Without those, conversion funnel analytics becomes archaeology. We can still work, but the quote grows, and the map will contain more labelled gaps. If you are booking a conversion funnel review, put those four items in the same folder as the export.