How do I filter, map, and save specific visitor segments within my traffic dashboard?

Your dashboard opens on a set of tabs, and each tab holds an audience. You can work from the ones that come as standard, or build your own from the filters and keep it as a tab of its own.

In short: A tab is what you click; the funnel is the audience it holds. Three tabs are always there, Focused, Engaged Leads and All Traffic, and a tab appears automatically for every lead stage that currently holds someone. To build your own, open Advanced Filters on a default tab or use Add Custom Funnel, set the filters, then apply them and save. Saved funnels sit between Engaged Leads and All Traffic, and they can be renamed or deleted at any time. Custom funnels are available on Trial and Pro.

The tabs you start with

Three are always present.

Focused holds everyone worth a sales conversation: your Engaged Leads, plus the visitors who reached a Focused Score of 6 or higher without having converted yet. Bots, internal team activity and instant bounces are stripped out.

Engaged Leads holds the people who have converted and given you a verified email address.

All Traffic is everything, unfiltered, captured through our own server-side tracking. It is the baseline you compare the other two against.

Alongside those, a tab appears for every lead stage that currently holds at least one person, with Won/Closed first. These arrive on their own and disappear again when the stage empties, so the dashboard reflects the shape of your funnel rather than a fixed set of views. The full list of stages is in the Lead Stages article.

Building your own funnel

There are two ways in, and they differ only in when you name it.

From a default tab. Open Advanced Filters on Focused, Engaged Leads or All Traffic. A new tab opens in edit mode called Untitled funnel, carrying that tab's filters as a starting point. Set what you want, apply it, then save it and give it a name.

From scratch. Use Add Custom Funnel. This asks for the name first, then opens the filters empty.

Either way you finish with Create Custom Funnel or Save Custom Funnel, and the new tab takes its place between Engaged Leads and All Traffic. Once you have more than a few, the extras collapse into a dropdown at the end of the tab bar.

To change one later, open it and choose Edit Filters, which unlocks the panel. Rename and Delete are on the same tab.

Custom funnels are a Trial and Pro feature. On Free and on an expired trial the controls are visible but greyed out.

What you can filter on

Global Search runs a flexible text search across profile details: email address, name, city, country, state and location.

Timeframe. A specific date range, or everything at once.

Identity and status. Segment, lead stage, and Focused Score.

Intent. The exact keyword a prospect searched to land on your site.

Technical. A specific user journey event, or the device used.

Acquisition. Campaign, referrer or medium, and the source channel from the Source dropdown:

Organic. Traditional search engines such as Google or Bing.
Social. LinkedIn, Facebook, X and the like, down to the platform or the individual post.
GEO / AEO / AI. Generative Engine Optimisation, Answer Engine Optimisation and AI chat platforms such as ChatGPT, Perplexity and Gemini.
Direct / Unspecified. Typed URLs, bookmarks, and anything that arrived with its referral data stripped.
Referred. Links on external sites: partner blogs, directories, news articles.
Ad / Paid. Paid advertising and sponsored content.
Drip Email. Automated email sequences and newsletters.
Messaging Apps / CRM. Slack, WhatsApp, and links hosted in a CRM.

Location. City, region or country.

One thing worth knowing before you start: funnels filter on web metrics, meaning how someone arrived, where they are, what they did on your site and how they scored. They do not filter on attributes of your own products or inventory, and there is no filter for one specific page. If you want to isolate the people who read a particular article, build it from the journey event or the keyword that got them there.

Applying, mapping and saving

The map and the visitor list do not update as you type. Set your filters, then use Apply Filters and both refresh together, so you are always looking at a list and a map that agree with each other.

The map pins the locations of everyone matching the funnel. The map, the filter panel and the visitor list can each be expanded or collapsed with the small arrow icons, which is worth doing when you are working a long list on a laptop.

Saving turns the funnel into a tab you can return to without rebuilding anything. Because a saved funnel is also what an integration can fire on, a funnel you build here can become the trigger that pushes those leads to your CRM.

Clearing your filters

Clear, next to the filters, removes every active search term and filter at once and returns you to the default state of that tab. It does not delete a saved funnel; it only resets what you are currently looking at.