Back to Details

aa-conversion-funnel-analysis

Compare original and translation side by side

🇺🇸

Original

English
🇨🇳

Translation

Chinese

Conversion Funnel Analysis (Adobe Analytics)

转化漏斗分析（Adobe Analytics）

Analyze a multi-step conversion funnel to identify where visitors drop off, which steps have the worst leakage, and what drives visitors to convert or abandon. Uses AA visit-level segment-based reporting to simulate funnel steps.
AA Container Model: AA funnels use hit, visit, and visitor containers — not CJA's event/session/person. Funnel steps are defined as visit-level segments (visitors who completed the step during a visit).
Reporting approach: AA does not have a native sequential fallout API accessible via MCP. This skill approximates fallout by creating or finding visit-level segments for each funnel step, then running the metric for each step segment to compute pass-through rates.
分析多步骤转化漏斗，识别访客流失的环节、泄漏最严重的步骤，以及推动访客转化或放弃的因素。使用基于AA访问层级细分的报告来模拟漏斗步骤。
AA容器模型： AA漏斗使用 hit、visit 和 visitor 容器——而非CJA的event/session/person。漏斗步骤被定义为访问层级细分（在一次访问中完成该步骤的访客）。
报告方法： AA没有可通过MCP访问的原生序列脱落API。此技能通过为每个漏斗步骤创建或查找访问层级细分，然后运行每个步骤细分的指标来计算通过率，以此近似模拟用户脱落情况。

AA MCP Tools Used

使用的AA MCP工具

  • findReportSuites
    — select report suite
  • setSessionDefaults
    — set session context (reportSuiteId + globalCompanyId)
  • findDimensions
    — discover page/event dimensions for step definition
  • findMetrics
    — find visits or orders as the counting metric
  • searchDimensionItems
    — validate page names or event values
  • findSegments
    — find existing step segments if available
  • upsertSegment
    — create visit-level step segments if not found
  • runReport
    — run visits count for each step segment
  • findReportSuites
    — 选择报表套件
  • setSessionDefaults
    — 设置会话上下文（reportSuiteId + globalCompanyId）
  • findDimensions
    — 发现用于步骤定义的页面/事件维度
  • findMetrics
    — 查找作为计数指标的访问量或订单量
  • searchDimensionItems
    — 验证页面名称或事件值
  • findSegments
    — 查找现有步骤细分（如果存在）
  • upsertSegment
    — 如果未找到则创建访问层级步骤细分
  • runReport
    — 运行每个步骤细分的访问量统计

Phase 0 — Setup

阶段0 — 准备工作

  1. Confirm report suite with 
    findReportSuites
    / 
    setSessionDefaults
    .
  2. Ask the user about the overall funnel scope (visit or visitor level):
    • Visit-level funnel: all steps happen within a single visit (typical for checkout funnels)
    • Visitor-level funnel: steps can span multiple visits (typical for lifecycle funnels)
findReportSuites(globalCompanyId: "<gcid>", page: 0, limit: 10)
setSessionDefaults(globalCompanyId: "<gcid>", reportSuiteId: "<rsid>")
  1. 通过
    findReportSuites
    / 
    setSessionDefaults
    确认报表套件。
  2. 询问用户漏斗的整体范围（访问层级或访客层级）：
    • 访问层级漏斗： 所有步骤在单次访问内完成（典型的结账漏斗）
    • 访客层级漏斗： 步骤可跨多次访问完成（典型的生命周期漏斗）
findReportSuites(globalCompanyId: "<gcid>", page: 0, limit: 10)
setSessionDefaults(globalCompanyId: "<gcid>", reportSuiteId: "<rsid>")

Phase 1 — Define the Funnel Steps

阶段1 — 定义漏斗步骤

Ask the user to describe each step of the funnel in plain language. Prompt for 3–8 steps. Example:
  1. Product page viewed
  2. Add to cart
  3. Checkout started
  4. Payment info entered
  5. Order confirmed (purchase)
For each step, ask:
  • "Is this defined by a page view (page name or URL), a custom event, or a combination?"
  • "Should this step be at the hit level (single page/event) or visit level (any visit where this happened)?"
请用户用直白语言描述漏斗的每个步骤。提示用户提供3–8个步骤。示例：
  1. 浏览产品页面
  2. 加入购物车
  3. 开始结账
  4. 输入支付信息
  5. 确认订单（完成购买）
针对每个步骤，询问：
  • “该步骤是通过页面浏览（页面名称或URL）、自定义事件，还是两者结合来定义的？”
  • “该步骤应设置为 hit 层级（单个页面/事件）还是 visit 层级（发生该行为的任意访问）？”

Phase 2 — Discover Components

阶段2 — 发现组件

2.1 Validate page names

2.1 验证页面名称

For page-based steps:
findDimensions(page: 1, limit: 500)   # returns all available dimensions; look for variables/page
searchDimensionItems(
  dimensionId: "variables/page",
  searchOr: "<step page keywords>",   # space-separated keywords OR'd together
  startDate: "<start>",
  endDate: "<end>",
  page: 1,
  limit: 20
)
Common page dimension IDs: 
variables/page
, 
variables/entrypage
, 
variables/exitpage
. Confirm the correct page name value with the user if multiple matches exist.
Note: 
searchDimensionItems
uses 
searchOr
or 
searchAnd
for filtering — not 
searchTerm
. If no rows return, try a wider date range — some report suites only have historical data.
对于基于页面的步骤：
findDimensions(page: 1, limit: 500)   # 返回所有可用维度；查找变量/页面
searchDimensionItems(
  dimensionId: "variables/page",
  searchOr: "<step page keywords>",   # 空格分隔的关键词，逻辑或
  startDate: "<start>",
  endDate: "<end>",
  page: 1,
  limit: 20
)
常见页面维度ID：
variables/page
、
variables/entrypage
、
variables/exitpage
。如果存在多个匹配项，请与用户确认正确的页面名称值。
注意： 
searchDimensionItems
使用
searchOr
或
searchAnd
进行过滤——而非
searchTerm
。如果没有返回结果，请尝试扩大日期范围——部分报表套件仅包含历史数据。

2.2 Validate events/metrics

2.2 验证事件/指标

For event-based steps (add to cart, checkout, purchase):
findMetrics(expansions: "componentType,categories", page: 0, limit: 200)
对于基于事件的步骤（加入购物车、结账、购买）：
findMetrics(expansions: "componentType,categories", page: 0, limit: 200)

Filter results locally by name: visits, orders, pageviews, etc.

按名称本地过滤结果：访问量、订单量、页面浏览量等


---

---

Phase 3 — Find or Create Step Segments

阶段3 — 查找或创建步骤细分

For each funnel step, search for an existing segment:
findSegments(searchTerm: "<step description>")
If an appropriate visit-level segment exists, use it directly.
If not, create a new visit-level segment for each step:
upsertSegment(
  definition: {
    "name": "Visit: Checkout Started",
    "description": "Visits where the visitor reached the checkout page",
    "reportSuiteID": "<rsid>",
    "container": {
      "func": "segment",
      "context": "visits",
      "pred": {
        "func": "streq",
        "val": "/checkout",
        "str": "/checkout",
        "dimension": "variables/page"
      }
    },
    "tags": [{ "name": "funnel" }]
  }
)
Create all step segments before running reports. Record each segment 
id
.
Important: Only create new segments with explicit user confirmation. Present the list of segments to be created and ask: "I need to create N visit-level segments to define your funnel steps. Is that OK?"
针对每个漏斗步骤，搜索现有细分：
findSegments(searchTerm: "<step description>")
如果存在合适的访问层级细分，直接使用它。
如果不存在，则为每个步骤创建新的访问层级细分：
upsertSegment(
  definition: {
    "name": "Visit: Checkout Started",
    "description": "Visits where the visitor reached the checkout page",
    "reportSuiteID": "<rsid>",
    "container": {
      "func": "segment",
      "context": "visits",
      "pred": {
        "func": "streq",
        "val": "/checkout",
        "str": "/checkout",
        "dimension": "variables/page"
      }
    },
    "tags": [{ "name": "funnel" }]
  }
)
在运行报告前创建所有步骤细分，并记录每个细分的
id
。
重要提示： 仅在获得用户明确确认后创建新细分。列出要创建的细分并询问：“我需要创建N个访问层级细分来定义您的漏斗步骤，可以吗？”

Phase 4 — Run Funnel Step Reports

阶段4 — 运行漏斗步骤报告

For each step segment, run the visits count over the analysis period:
runReport(
  dimensionId: "variables/page",    # required by AA runReport
  metricIds: "metrics/visits",      # note: plural field name "metricIds"
  segmentIds: "<step segment id>",  # note: plural field name "segmentIds"
  startDate: "<start>",
  endDate: "<end>",
  limit: 1
)
针对每个步骤细分，在分析周期内运行访问量统计：
runReport(
  dimensionId: "variables/page",    # AA runReport必填项
  metricIds: "metrics/visits",      # 注意：字段名为复数形式"metricIds"
  segmentIds: "<step segment id>",  # 注意：字段名为复数形式"segmentIds"
  startDate: "<start>",
  endDate: "<end>",
  limit: 1
)

summaryData.totals[0] is the total visits for this segment

summaryData.totals[0]是该细分的总访问量


This is 1 call per funnel step. For a 5-step funnel = 5 calls.

Also run total visits (no segment) as the 100% baseline:
runReport( dimensionId: "variables/page", metricIds: "metrics/visits", startDate: "<start>", endDate: "<end>", limit: 1 )

每个漏斗步骤对应一次调用。5步漏斗需要5次调用。

同时运行无细分的总访问量，作为100%基准：
runReport( dimensionId: "variables/page", metricIds: "metrics/visits", startDate: "<start>", endDate: "<end>", limit: 1 )

Use summaryData.totals[0] as the baseline visit count

使用summaryData.totals[0]作为基准访问量


> **AA runReport field names:** Use `metricIds` (not `metricId`) and `segmentIds` (not `segmentId`).
> Use `startDate`/`endDate` (ISO 8601) rather than a `dateRange` object.
> Always read totals from `summaryData.totals[0]`, not from `rows`.

---

> **AA runReport字段名：** 使用`metricIds`（而非`metricId`）和`segmentIds`（而非`segmentId`）。使用`startDate`/`endDate`（ISO 8601格式）而非`dateRange`对象。始终从`summaryData.totals[0]`读取统计值，而非`rows`。

---

Phase 5 — Compute Funnel Metrics

阶段5 — 计算漏斗指标

For each step, compute:
MetricFormula
Step visitsRaw count from 
runReport
Step conversion rateStep visits / Total visits × 100
Step-to-step rateStep N visits / Step N-1 visits × 100
Step-to-step drop-offStep N-1 visits - Step N visits
Drop-off rate100 - step-to-step rate
Identify the biggest leakage step (highest absolute drop-off count) and the weakest conversion step (lowest step-to-step rate).
针对每个步骤，计算：
指标公式
步骤访问量
runReport
返回的原始统计值
步骤转化率步骤访问量 / 总访问量 × 100
步骤间通过率第N步访问量 / 第N-1步访问量 × 100
步骤间流失量第N-1步访问量 - 第N步访问量
流失率100 - 步骤间通过率
识别泄漏最严重的步骤（绝对流失量最高）和转化率最低的步骤（步骤间通过率最低）。

Phase 6 — Drill Into the Worst Step

阶段6 — 深入分析最差步骤

For the step with the highest drop-off, run a dimension breakdown to find what differentiates visitors who progressed vs. those who dropped:
runReport(
  dimensionId: "variables/mobiledevicetype",
  metricIds: "metrics/visits",
  segmentIds: "<worst step segment>",
  startDate: "<start>",
  endDate: "<end>",
  limit: 10
)

runReport(
  dimensionId: "variables/mobiledevicetype",
  metricIds: "metrics/visits",
  segmentIds: "<next step segment>",
  startDate: "<start>",
  endDate: "<end>",
  limit: 10
)
Compare the device-type mix between visitors who completed the worst step and those who made it to the next step. Repeat for 1–2 other dimensions (e.g., traffic source, new vs. returning).
针对流失量最高的步骤，运行维度细分，找出完成步骤和流失访客的差异：
runReport(
  dimensionId: "variables/mobiledevicetype",
  metricIds: "metrics/visits",
  segmentIds: "<worst step segment>",
  startDate: "<start>",
  endDate: "<end>",
  limit: 10
)

runReport(
  dimensionId: "variables/mobiledevicetype",
  metricIds: "metrics/visits",
  segmentIds: "<next step segment>",
  startDate: "<start>",
  endDate: "<end>",
  limit: 10
)
比较完成最差步骤的访客和进入下一步的访客的设备类型分布。对1–2个其他维度重复此操作（例如，流量来源、新访客vs回访客）。

Phase 7 — Generate HTML Report

阶段7 — 生成HTML报告

Build the funnel report inline and write to 
/tmp/aa_funnel_analysis_report_<YYYY-MM-DD_HHMMSS>.html
.
在线构建漏斗报告并写入
/tmp/aa_funnel_analysis_report_<YYYY-MM-DD_HHMMSS>.html
。

HTML template

HTML模板

html
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<title>Funnel Health &mdash; {ORG_NAME} &mdash; {FUNNEL_NAME}</title>
<link rel="preconnect" href="https://fonts.googleapis.com">
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
<link href="https://fonts.googleapis.com/css2?family=Playfair+Display:wght@700;900&family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet">
<style>
  * { box-sizing: border-box; margin: 0; padding: 0; }
  :root {
    --bg: #f5f4f1;
    --surface: #ffffff;
    --ink: #1a1a1a;
    --ink-muted: #6b6b6b;
    --border: #e5e2dc;
    --header-bg: #0e0e10;
    --header-warm: #3a1010;
    --accent-red: #c8312f;
    --accent-red-bright: #ff6b68;
    --accent-red-soft: #fdecea;
    --accent-green: #1f7a4d;
    --accent-yellow: #d4a017;
  }
  body { font-family: "Inter", -apple-system, BlinkMacSystemFont, "Segoe UI", sans-serif;
         background: var(--bg); color: var(--ink); line-height: 1.5;
         -webkit-font-smoothing: antialiased; }

  /* === Header === */
  header { background: linear-gradient(120deg, var(--header-bg) 0%, #1a0d0d 55%, var(--header-warm) 100%);
           color: #fff; padding: 56px 56px 44px; position: relative; overflow: hidden; }
  header::after { content: ""; position: absolute; right: -140px; top: -140px;
                  width: 460px; height: 460px;
                  background: radial-gradient(circle, rgba(200,49,47,.35) 0%, transparent 70%);
                  pointer-events: none; }
  .header-inner { max-width: 1080px; margin: 0 auto; position: relative; z-index: 1; }
  .eyebrow { display: inline-flex; align-items: center; gap: 8px;
             padding: 6px 14px; border: 1px solid rgba(255,107,104,.55);
             border-radius: 999px; color: var(--accent-red-bright);
             font-size: 11px; font-weight: 600; letter-spacing: 1.2px;
             text-transform: uppercase; margin-bottom: 24px;
             background: rgba(200,49,47,.10); }
  .eyebrow::before { content: ""; width: 6px; height: 6px;
                     background: var(--accent-red-bright); border-radius: 50%; }
  header h1 { font-family: "Playfair Display", Georgia, serif;
              font-size: 56px; font-weight: 700; letter-spacing: -1.5px;
              line-height: 1.05; margin-bottom: 14px; color: #fff; }
  header .lede { font-size: 16px; max-width: 600px;
                 color: rgba(255,255,255,.80); margin-bottom: 24px;
                 line-height: 1.55; }
  header .meta { display: flex; flex-wrap: wrap; gap: 22px;
                 font-size: 13px; color: rgba(255,255,255,.60); }
  header .meta span { display: inline-flex; align-items: center; gap: 6px; }
  header .meta .icon { opacity: .8; }

  /* === Tabs === */
  nav { background: var(--surface); border-bottom: 1px solid var(--border);
        padding: 0 56px; display: flex; gap: 28px;
        position: sticky; top: 0; z-index: 50; }
  nav a { display: block; padding: 16px 0; font-size: 14px;
          color: var(--ink); text-decoration: none;
          border-bottom: 2px solid transparent;
          transition: border-color .15s ease; }
  nav a:hover { border-bottom-color: var(--accent-red); }

  /* === Container === */
  .container { max-width: 1080px; margin: 0 auto; padding: 36px 56px 60px; }

  /* === Section label === */
  .section-label { font-size: 11px; font-weight: 700;
                   text-transform: uppercase; letter-spacing: 1.4px;
                   color: var(--ink-muted); margin-bottom: 14px;
                   padding-bottom: 10px; border-bottom: 1px solid var(--border); }

  /* === Funnel visualization (horizontal stepped bars) ===
     Bar color is set per step by tier:
       .tier-strong = green  (rate >= 70% pass-through)
       .tier-mid    = yellow (40-69%)
       .tier-weak   = red    (< 40%)
     The biggest-leakage step also gets .step-bar.worst (red, regardless of tier). */
  .funnel-wrap { background: var(--surface); border-radius: 8px;
                 padding: 28px 32px; margin-bottom: 28px;
                 box-shadow: 0 1px 3px rgba(0,0,0,.04); }
  .funnel-step { display: flex; align-items: center; margin-bottom: 10px; }
  .step-label { width: 220px; font-size: 14px; font-weight: 600;
                text-align: right; padding-right: 16px; white-space: nowrap;
                overflow: hidden; text-overflow: ellipsis; color: var(--ink); }
  .step-bar-wrap { flex: 1; position: relative; height: 44px;
                   background: #f4f1eb; border-radius: 4px; }
  .step-bar { height: 44px; border-radius: 4px;
              display: flex; align-items: center; padding: 0 14px;
              color: #fff; font-size: 13px; font-weight: 700;
              transition: width 0.4s ease;
              background: var(--accent-green); }
  .step-bar.tier-strong { background: var(--accent-green); }
  .step-bar.tier-mid    { background: var(--accent-yellow); color: #3a2a05; }
  .step-bar.tier-weak   { background: var(--accent-red); }
  .step-bar.worst       { background: var(--accent-red); color: #fff; }
  .step-meta { width: 200px; padding-left: 16px; font-size: 12px;
               color: var(--ink-muted); }
  .step-meta .rate { font-family: "Playfair Display", Georgia, serif;
                     font-size: 18px; font-weight: 700;
                     color: var(--ink); line-height: 1; }
  .step-meta .drop { color: var(--accent-red); font-weight: 600;
                     display: block; margin-top: 4px; }

  /* === Collapsible sections === */
  .section { background: var(--surface); border-radius: 8px;
             box-shadow: 0 1px 3px rgba(0,0,0,.04);
             margin-bottom: 22px; overflow: hidden; }
  .section-header { padding: 18px 28px; border-bottom: 1px solid var(--border);
                    display: flex; justify-content: space-between;
                    align-items: center; cursor: pointer; user-select: none; }
  .section-header h2 { font-family: "Playfair Display", Georgia, serif;
                       font-size: 18px; font-weight: 700; }
  .toggle { font-size: 16px; color: var(--accent-red); }

  /* === Tables === */
  table { width: 100%; border-collapse: collapse; font-size: 13px; }
  thead th { background: #faf8f4; padding: 12px 22px;
             text-align: left; font-weight: 600;
             text-transform: uppercase; letter-spacing: .6px;
             font-size: 11px; color: var(--ink-muted);
             border-bottom: 1px solid var(--border); }
  tbody td { padding: 12px 22px; border-bottom: 1px solid #f4f1eb; }
  tbody tr:last-child td { border-bottom: none; }

  /* === Badges === */
  .badge { display: inline-block; padding: 3px 9px; border-radius: 4px;
           font-size: 11px; font-weight: 600; }
  .badge.green  { background: #ebf5ef; color: var(--accent-green); }
  .badge.yellow { background: #fef6e3; color: #b67a08; }
  .badge.red    { background: var(--accent-red-soft); color: var(--accent-red); }

  /* === Insight callout === */
  .insight { background: var(--accent-red-soft);
             border-left: 4px solid var(--accent-red);
             border-radius: 6px; padding: 16px 22px;
             margin: 16px 28px; font-size: 14px; line-height: 1.6;
             color: #4a2222; }

  .back-top { position: fixed; bottom: 24px; right: 24px; background: var(--accent-red);
              color: #fff; width: 44px; height: 44px; border-radius: 50%; border: none;
              font-size: 20px; cursor: pointer;
              box-shadow: 0 4px 12px rgba(200,49,47,.35); }
  footer { text-align: center; padding: 32px 24px;
           font-size: 12px; color: var(--ink-muted); }

  /* === Print === */
  @media print {
    nav { display: none; position: static; }
    header { padding: 36px 32px 28px; }
    header h1 { font-size: 42px; }
    .section-header { cursor: default; }
    .back-top { display: none; }
    .funnel-wrap, .section {
      box-shadow: none; border: 1px solid var(--border); break-inside: avoid;
    }
  }
</style>
</head>
<body>
<header>
  <div class="header-inner">
    <div class="eyebrow">Funnel Health Report</div>
    <h1>{ORG_NAME} Funnel Health</h1>
    <p class="lede">Step-by-step pass-through for the {FUNNEL_NAME} funnel during {DATE_RANGE}.</p>
    <div class="meta">
      <span><span class="icon">&#128197;</span> {DATE_RANGE}</span>
      <span><span class="icon">&#128202;</span> {REPORT_SUITE}</span>
      <span><span class="icon">&#128340;</span> Prepared {GENERATED_DATE}</span>
    </div>
  </div>
</header>
<nav>
  <a href="#funnel">Funnel</a>
  <a href="#steps">Step Detail</a>
  <a href="#leakage">Leakage Analysis</a>
  <a href="#recommendations">Recommendations</a>
</nav>
<div class="container">
  <!-- Funnel Visualization -->
  <div class="section-label">Funnel Pass-Through</div>
  <div id="funnel" class="funnel-wrap">
    <!-- One .funnel-step per step:
         - Bar width = (step visits / total visits) * 100%
         - Apply tier class to .step-bar based on step pass-through rate:
             tier-strong (>=70%), tier-mid (40-69%), tier-weak (<40%)
         - Worst step also gets .step-bar.worst (red, always)
    -->
  </div>

  <!-- Step Detail Table -->
  <div id="steps" class="section">
    <div class="section-header" onclick="toggle('steps-body')">
      <h2>Step Detail</h2>
      <span class="toggle" id="steps-body-icon">&#9662;</span>
    </div>
    <div id="steps-body">
      <table>
        <thead><tr>
          <th>Step</th><th>Visits</th><th>% of Total</th>
          <th>Step Rate</th><th>Drop-off</th>
        </tr></thead>
        <tbody><!-- step rows with badge coloring on step rate --></tbody>
      </table>
    </div>
  </div>

  <!-- Leakage Analysis -->
  <div id="leakage" class="section">
    <div class="section-header" onclick="toggle('leak-body')">
      <h2>Leakage Analysis (Worst Step: {WORST_STEP_NAME})</h2>
      <span class="toggle" id="leak-body-icon">&#9662;</span>
    </div>
    <div id="leak-body">
      <div class="insight">{LEAKAGE_INSIGHT_TEXT}</div>
      <table>
        <thead><tr>
          <th>Dimension</th><th>Entered Step</th><th>Completed Step</th>
          <th>Step Rate</th><th>vs. Average</th>
        </tr></thead>
        <tbody><!-- leakage breakdown rows --></tbody>
      </table>
    </div>
  </div>

  <!-- Recommendations -->
  <div id="recommendations" class="section">
    <div class="section-header" onclick="toggle('rec-body')">
      <h2>Recommendations</h2>
      <span class="toggle" id="rec-body-icon">&#9662;</span>
    </div>
    <div id="rec-body">
      <!-- insight divs with specific recommendations per step -->
    </div>
  </div>
</div>
<button class="back-top" onclick="window.scrollTo({top:0,behavior:'smooth'})">
  &#8679;
</button>
<footer>Funnel Health &mdash; {ORG_NAME} &mdash; Generated {GENERATED_DATE}</footer>
<script>
function toggle(id) {
  var el = document.getElementById(id);
  var ic = document.getElementById(id + '-icon');
  if (el.style.display === 'none') { el.style.display = ''; ic.textContent = '\u25be'; }
  else { el.style.display = 'none'; ic.textContent = '\u25b8'; }
}
</script>
</body>
</html>
Section titles — no phase prefix: Section headings in the HTML report must not include the phase number. Use the plain section name only (e.g., "Funnel Overview" not "Phase 2 — Funnel Overview", "Drop-off Analysis" not "Phase 3 — Drop-off Analysis").
Write to 
/tmp/aa_funnel_analysis_report_<YYYY-MM-DD_HHMMSS>.html
and open:
bash
open /tmp/aa_funnel_analysis_report_<YYYY-MM-DD_HHMMSS>.html
html
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<title>Funnel Health &mdash; {ORG_NAME} &mdash; {FUNNEL_NAME}</title>
<link rel="preconnect" href="https://fonts.googleapis.com">
<link rel="preconnect" href="https://fonts.gstatic.com" crossorigin>
<link href="https://fonts.googleapis.com/css2?family=Playfair+Display:wght@700;900&family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet">
<style>
  * { box-sizing: border-box; margin: 0; padding: 0; }
  :root {
    --bg: #f5f4f1;
    --surface: #ffffff;
    --ink: #1a1a1a;
    --ink-muted: #6b6b6b;
    --border: #e5e2dc;
    --header-bg: #0e0e10;
    --header-warm: #3a1010;
    --accent-red: #c8312f;
    --accent-red-bright: #ff6b68;
    --accent-red-soft: #fdecea;
    --accent-green: #1f7a4d;
    --accent-yellow: #d4a017;
  }
  body { font-family: "Inter", -apple-system, BlinkMacSystemFont, "Segoe UI", sans-serif;
         background: var(--bg); color: var(--ink); line-height: 1.5;
         -webkit-font-smoothing: antialiased; }

  /* === Header === */
  header { background: linear-gradient(120deg, var(--header-bg) 0%, #1a0d0d 55%, var(--header-warm) 100%);
           color: #fff; padding: 56px 56px 44px; position: relative; overflow: hidden; }
  header::after { content: ""; position: absolute; right: -140px; top: -140px;
                  width: 460px; height: 460px;
                  background: radial-gradient(circle, rgba(200,49,47,.35) 0%, transparent 70%);
                  pointer-events: none; }
  .header-inner { max-width: 1080px; margin: 0 auto; position: relative; z-index: 1; }
  .eyebrow { display: inline-flex; align-items: center; gap: 8px;
             padding: 6px 14px; border: 1px solid rgba(255,107,104,.55);
             border-radius: 999px; color: var(--accent-red-bright);
             font-size: 11px; font-weight: 600; letter-spacing: 1.2px;
             text-transform: uppercase; margin-bottom: 24px;
             background: rgba(200,49,47,.10); }
  .eyebrow::before { content: ""; width: 6px; height: 6px;
                     background: var(--accent-red-bright); border-radius: 50%; }
  header h1 { font-family: "Playfair Display", Georgia, serif;
              font-size: 56px; font-weight: 700; letter-spacing: -1.5px;
              line-height: 1.05; margin-bottom: 14px; color: #fff; }
  header .lede { font-size: 16px; max-width: 600px;
                 color: rgba(255,255,255,.80); margin-bottom: 24px;
                 line-height: 1.55; }
  header .meta { display: flex; flex-wrap: wrap; gap: 22px;
                 font-size: 13px; color: rgba(255,255,255,.60); }
  header .meta span { display: inline-flex; align-items: center; gap: 6px; }
  header .meta .icon { opacity: .8; }

  /* === Tabs === */
  nav { background: var(--surface); border-bottom: 1px solid var(--border);
        padding: 0 56px; display: flex; gap: 28px;
        position: sticky; top: 0; z-index: 50; }
  nav a { display: block; padding: 16px 0; font-size: 14px;
          color: var(--ink); text-decoration: none;
          border-bottom: 2px solid transparent;
          transition: border-color .15s ease; }
  nav a:hover { border-bottom-color: var(--accent-red); }

  /* === Container === */
  .container { max-width: 1080px; margin: 0 auto; padding: 36px 56px 60px; }

  /* === Section label === */
  .section-label { font-size: 11px; font-weight: 700;
                   text-transform: uppercase; letter-spacing: 1.4px;
                   color: var(--ink-muted); margin-bottom: 14px;
                   padding-bottom: 10px; border-bottom: 1px solid var(--border); }

  /* === Funnel visualization (horizontal stepped bars) ===
     Bar color is set per step by tier:
       .tier-strong = green  (rate >= 70% pass-through)
       .tier-mid    = yellow (40-69%)
       .tier-weak   = red    (< 40%)
     The biggest-leakage step also gets .step-bar.worst (red, regardless of tier). */
  .funnel-wrap { background: var(--surface); border-radius: 8px;
                 padding: 28px 32px; margin-bottom: 28px;
                 box-shadow: 0 1px 3px rgba(0,0,0,.04); }
  .funnel-step { display: flex; align-items: center; margin-bottom: 10px; }
  .step-label { width: 220px; font-size: 14px; font-weight: 600;
                text-align: right; padding-right: 16px; white-space: nowrap;
                overflow: hidden; text-overflow: ellipsis; color: var(--ink); }
  .step-bar-wrap { flex: 1; position: relative; height: 44px;
                   background: #f4f1eb; border-radius: 4px; }
  .step-bar { height: 44px; border-radius: 4px;
              display: flex; align-items: center; padding: 0 14px;
              color: #fff; font-size: 13px; font-weight: 700;
              transition: width 0.4s ease;
              background: var(--accent-green); }
  .step-bar.tier-strong { background: var(--accent-green); }
  .step-bar.tier-mid    { background: var(--accent-yellow); color: #3a2a05; }
  .step-bar.tier-weak   { background: var(--accent-red); }
  .step-bar.worst       { background: var(--accent-red); color: #fff; }
  .step-meta { width: 200px; padding-left: 16px; font-size: 12px;
               color: var(--ink-muted); }
  .step-meta .rate { font-family: "Playfair Display", Georgia, serif;
                     font-size: 18px; font-weight: 700;
                     color: var(--ink); line-height: 1; }
  .step-meta .drop { color: var(--accent-red); font-weight: 600;
                     display: block; margin-top: 4px; }

  /* === Collapsible sections === */
  .section { background: var(--surface); border-radius: 8px;
             box-shadow: 0 1px 3px rgba(0,0,0,.04);
             margin-bottom: 22px; overflow: hidden; }
  .section-header { padding: 18px 28px; border-bottom: 1px solid var(--border);
                    display: flex; justify-content: space-between;
                    align-items: center; cursor: pointer; user-select: none; }
  .section-header h2 { font-family: "Playfair Display", Georgia, serif;
                       font-size: 18px; font-weight: 700; }
  .toggle { font-size: 16px; color: var(--accent-red); }

  /* === Tables === */
  table { width: 100%; border-collapse: collapse; font-size: 13px; }
  thead th { background: #faf8f4; padding: 12px 22px;
             text-align: left; font-weight: 600;
             text-transform: uppercase; letter-spacing: .6px;
             font-size: 11px; color: var(--ink-muted);
             border-bottom: 1px solid var(--border); }
  tbody td { padding: 12px 22px; border-bottom: 1px solid #f4f1eb; }
  tbody tr:last-child td { border-bottom: none; }

  /* === Badges === */
  .badge { display: inline-block; padding: 3px 9px; border-radius: 4px;
           font-size: 11px; font-weight: 600; }
  .badge.green  { background: #ebf5ef; color: var(--accent-green); }
  .badge.yellow { background: #fef6e3; color: #b67a08; }
  .badge.red    { background: var(--accent-red-soft); color: var(--accent-red); }

  /* === Insight callout === */
  .insight { background: var(--accent-red-soft);
             border-left: 4px solid var(--accent-red);
             border-radius: 6px; padding: 16px 22px;
             margin: 16px 28px; font-size: 14px; line-height: 1.6;
             color: #4a2222; }

  .back-top { position: fixed; bottom: 24px; right: 24px; background: var(--accent-red);
              color: #fff; width: 44px; height: 44px; border-radius: 50%; border: none;
              font-size: 20px; cursor: pointer;
              box-shadow: 0 4px 12px rgba(200,49,47,.35); }
  footer { text-align: center; padding: 32px 24px;
           font-size: 12px; color: var(--ink-muted); }

  /* === Print === */
  @media print {
    nav { display: none; position: static; }
    header { padding: 36px 32px 28px; }
    header h1 { font-size: 42px; }
    .section-header { cursor: default; }
    .back-top { display: none; }
    .funnel-wrap, .section {
      box-shadow: none; border: 1px solid var(--border); break-inside: avoid;
    }
  }
</style>
</head>
<body>
<header>
  <div class="header-inner">
    <div class="eyebrow">Funnel Health Report</div>
    <h1>{ORG_NAME} Funnel Health</h1>
    <p class="lede">Step-by-step pass-through for the {FUNNEL_NAME} funnel during {DATE_RANGE}.</p>
    <div class="meta">
      <span><span class="icon">&#128197;</span> {DATE_RANGE}</span>
      <span><span class="icon">&#128202;</span> {REPORT_SUITE}</span>
      <span><span class="icon">&#128340;</span> Prepared {GENERATED_DATE}</span>
    </div>
  </div>
</header>
<nav>
  <a href="#funnel">Funnel</a>
  <a href="#steps">Step Detail</a>
  <a href="#leakage">Leakage Analysis</a>
  <a href="#recommendations">Recommendations</a>
</nav>
<div class="container">
  <!-- Funnel Visualization -->
  <div class="section-label">Funnel Pass-Through</div>
  <div id="funnel" class="funnel-wrap">
    <!-- One .funnel-step per step:
         - Bar width = (step visits / total visits) * 100%
         - Apply tier class to .step-bar based on step pass-through rate:
             tier-strong (>=70%), tier-mid (40-69%), tier-weak (<40%)
         - Worst step also gets .step-bar.worst (red, always)
    -->
  </div>

  <!-- Step Detail Table -->
  <div id="steps" class="section">
    <div class="section-header" onclick="toggle('steps-body')">
      <h2>Step Detail</h2>
      <span class="toggle" id="steps-body-icon">&#9662;</span>
    </div>
    <div id="steps-body">
      <table>
        <thead><tr>
          <th>Step</th><th>Visits</th><th>% of Total</th>
          <th>Step Rate</th><th>Drop-off</th>
        </tr></thead>
        <tbody><!-- step rows with badge coloring on step rate --></tbody>
      </table>
    </div>
  </div>

  <!-- Leakage Analysis -->
  <div id="leakage" class="section">
    <div class="section-header" onclick="toggle('leak-body')">
      <h2>Leakage Analysis (Worst Step: {WORST_STEP_NAME})</h2>
      <span class="toggle" id="leak-body-icon">&#9662;</span>
    </div>
    <div id="leak-body">
      <div class="insight">{LEAKAGE_INSIGHT_TEXT}</div>
      <table>
        <thead><tr>
          <th>Dimension</th><th>Entered Step</th><th>Completed Step</th>
          <th>Step Rate</th><th>vs. Average</th>
        </tr></thead>
        <tbody><!-- leakage breakdown rows --></tbody>
      </table>
    </div>
  </div>

  <!-- Recommendations -->
  <div id="recommendations" class="section">
    <div class="section-header" onclick="toggle('rec-body')">
      <h2>Recommendations</h2>
      <span class="toggle" id="rec-body-icon">&#9662;</span>
    </div>
    <div id="rec-body">
      <!-- insight divs with specific recommendations per step -->
    </div>
  </div>
</div>
<button class="back-top" onclick="window.scrollTo({top:0,behavior:'smooth'})">
  &#8679;
</button>
<footer>Funnel Health &mdash; {ORG_NAME} &mdash; Generated {GENERATED_DATE}</footer>
<script>
function toggle(id) {
  var el = document.getElementById(id);
  var ic = document.getElementById(id + '-icon');
  if (el.style.display === 'none') { el.style.display = ''; ic.textContent = '\u25be'; }
  else { el.style.display = 'none'; ic.textContent = '\u25b8'; }
}
</script>
</body>
</html>
章节标题要求——无阶段前缀：HTML报告中的章节标题不得包含阶段编号。仅使用纯章节名称（例如，“漏斗概览”而非“阶段2 — 漏斗概览”，“流失分析”而非“阶段3 — 流失分析”）。
写入
/tmp/aa_funnel_analysis_report_<YYYY-MM-DD_HHMMSS>.html
并打开：
bash
open /tmp/aa_funnel_analysis_report_<YYYY-MM-DD_HHMMSS>.html

Guardrails

约束规则

  • Always present the list of segments to be created (step 3) and get user confirmation before calling 
    upsertSegment
    .
  • If the user already has named segments for funnel steps, prefer using those rather than creating new ones — check 
    findSegments
    first.
  • Limit funnel to 8 steps maximum for practical API call budgets.
  • Funnel conversion rates using visit segments are approximations — they count visits that touched each step, not strict sequential fallout. Note this limitation to the user.
  • 在调用
    upsertSegment
    前，始终列出要创建的细分（步骤3）并获得用户确认。
  • 如果用户已有漏斗步骤的命名细分，优先使用现有细分，而非创建新细分——先调用
    findSegments
    检查。
  • 漏斗步骤最多限制为8个，以控制API调用成本。
  • 使用访问细分计算的漏斗转化率是近似值——统计的是触及每个步骤的访问量，而非严格的序列脱落情况。需向用户说明此限制。

Example Interaction

交互示例

"Analyze our checkout funnel — I want to see where visitors drop off."
  1. Confirm report suite and date range (last 30 days).
  2. Define 5 steps: Product View → Add to Cart → Checkout → Payment → Purchase.
  3. Validate page names with 
    searchDimensionItems
    .
  4. Find existing step segments or create new ones (with user approval).
  5. Run 6 reports (5 steps + total).
  6. Compute: 100% → 42% (add to cart) → 28% (checkout) → 19% (payment) → 11% (purchase). Overall conversion: 11%.
  7. Worst step: Add-to-Cart to Checkout (33% drop-off rate).
  8. Drill in: Mobile users have only 18% checkout rate vs. 31% on Desktop.
  9. Generate and open HTML report.
  10. Key insight: "Mobile is your funnel's biggest liability. Consider simplifying the mobile checkout experience."
“分析我们的结账漏斗——我想看看访客在哪里流失。”
  1. 确认报表套件和日期范围（过去30天）。
  2. 定义5个步骤：浏览产品 → 加入购物车 → 开始结账 → 支付 → 完成购买。
  3. 通过
    searchDimensionItems
    验证页面名称。
  4. 查找现有步骤细分或创建新细分（获得用户批准）。
  5. 运行6次报告（5个步骤 + 总访问量）。
  6. 计算结果：100% → 42%（加入购物车）→ 28%（开始结账）→ 19%（支付）→ 11%（完成购买）。整体转化率：11%。
  7. 最差步骤：加入购物车到开始结账（流失率33%）。
  8. 深入分析：移动端用户的结账率仅为18%，而桌面端为31%。
  9. 生成并打开HTML报告。
  10. 核心洞察：“移动端是您漏斗的最大短板。考虑简化移动端结账流程。”