Claude’s new Analysis Tool can analyze your sales funnel progression and create interactive visualizations to identify conversion bottlenecks and opportunities for improvement.
Step-by-step
- Visit Claude AI, go to Feature Preview in settings, and enable the Analysis Tool.
- Upload your sales funnel CSV and use the analysis prompt: “Please analyze this sales funnel data and provide conversion rates, drop-off points, and optimization areas.”
- Create visualizations with: “Create an interactive funnel visualization showing user numbers, conversion percentages, and stage metrics.”
- Generate recommendations: “Based on the analysis, provide top 3 optimization opportunities with specific actions.”
Pro tip: Clean your CSV data before uploading for more accurate insights.