Breakdown Reports and Detailed Customer Insights
What is a Breakdown?
When you run a funnel report, you see your overall numbers — how many templates were sent, delivered, read, and so on. But sometimes you need to dig deeper. You may want to know which agent is driving the most conversions, or whether one WhatsApp number is performing better than another.
That is exactly what Breakdown is for. It splits your funnel data into smaller, more specific slices so you can spot patterns you would otherwise miss.
DoubleTick gives you three breakdown options:
Date — view results day by day
Team Member — view results per agent
WhatsApp Number — view results per WABA
You can use any one of these on its own, or combine them for even more detail.
Date Breakdown
Applying the Date breakdown shows your funnel numbers for each day separately instead of as one combined total.
This is useful when you want to understand how a campaign performed over time — for example, whether engagement dropped after the first day or picked up towards the end.
Here is what a date breakdown entry looks like:
16 February Templates Sent: 60 Templates Delivered: 44 Templates Read: 36 CTA Clicked: 10 Messages Received: 5
Team Member Breakdown
Applying the Team Member breakdown shows funnel performance grouped by each agent on your team.
This helps you answer questions like: Which agent is closing the most conversations? Is one team member's response rate significantly lower than the rest? Use this breakdown during team reviews or when assessing individual performance.
WhatsApp Number Breakdown
Applying the WhatsApp Number breakdown shows funnel performance grouped by each WhatsApp number (WABA).
If your business runs campaigns across multiple WhatsApp numbers — for example, one for sales and one for support — this breakdown lets you compare how each number is contributing to the funnel.
Combining Breakdowns
You can apply more than one breakdown at the same time. For example, combining Date and Team Member gives you a day-by-day view of each agent's funnel performance. This level of detail is helpful when you want to track how individual performance changes over the course of a campaign.
Viewing Detailed Reports
Once you have applied a breakdown, you will see numbers in each row of the report. Clicking on any of those numbers opens a detailed report for that specific entry.
Inside the detailed report, you can see:
Customer name and phone number
Timestamps for each event in the funnel
The team member assigned to that conversation
The template that was used
How long it took the customer to move from one event to the next
You can also click to open the actual WhatsApp conversation directly from this view, without having to search for it manually.
Funnel Outcome
Every conversation in the detailed report shows a funnel outcome. This tells you how far the customer got before they stopped engaging.
The possible outcomes are:
Completed — the customer went through the entire funnel
Dropped at Event 2 — the customer stopped after the first step
Dropped at Event 3 — the customer stopped midway
Dropped at Event 4 — the customer dropped near the end
Knowing where customers drop off helps you identify which part of your funnel needs attention — whether that is the message content, the timing, or the follow-up approach.
Exporting Reports
To save your report or share it with your team, click the Export button. The data will be downloaded as an Excel file, which you can use for further analysis or internal reporting.
Summary
Breakdown reports give you a layered view of your funnel data that a top-level report cannot. Whether you are tracking day-wise trends, comparing agent performance, or evaluating results across multiple WhatsApp numbers, the breakdown options in DoubleTick let you get to the right level of detail quickly. Combined with the detailed report view, funnel outcomes, and export capability, you have everything you need to understand where your campaigns are working and where customers are dropping off — so you can make informed decisions and act on them.
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