What are the Conversion Funnel (30-day / 90-day) Panels?

These panels show you where users have dropped out of the process while connecting to their bank. One panel shows the numbers for the previous 30 days and the second for a 90 day period.


The stages are as follows:

  • Selected Bank: This shows how many users clicked ‘Start’ in the widget, searched for and selected a bank to connect to and clicked ‘Select’.
  • Submitted Login Form: These users went through their entire login process, for most this is simply their login credentials (for some this will include MFA steps).
  • Bank Login Successful: These are the users who had no user or technical errors going through the DirectID system.
  • Process Complete: These users have completed the process, their reports have been generated and can be found in the individuals panel.
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