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AI Reports

A FunnelFizz report is a one-click diagnostic of one funnel over a chosen period. You get a health score, an executive summary, what's working, where the gaps are, what to fix this week, and a few experiments to run. Same analysis your agent would do over MCP, captured as a saved artifact you can revisit, regenerate, and export.

What's in a report

Every report has the same shape so you build a habit of where to look:

• Headline + score (0–100). Honest, no grade inflation. Score caps at 50 if Stripe isn't connected, and at 30 if tracking isn't installed, because we can only see so much without those pieces.
• Executive summary. Three sentences, what's the funnel doing right now.
• What's working. Two or three wins to protect, before we tell you what's broken.
• Findings. Each one tagged with a severity (CRITICAL / WARNING / INSIGHT) and a stage focus (Awareness / Consideration / Trial / Customer / Cross-stage / Setup). Includes a recommendation and expected impact.
• Quick wins. Checklist of "do this in minutes / hours / a day" actions.
• Experiments. Hypotheses to A/B test next, with a clear measure.

Reports render as Markdown so they read well in the dashboard and paste cleanly into Notion, Linear, Loom docs, or another model.

How generation works

1. Open /reports from the sidebar (or the Generate report button on a funnel).
2. Pick a funnel and a period: Last 7 days, Last 30 days (recommended), or Last 90 days.
3. Click Generate. A background worker reads your stages, splits, extensions, customers, and email/automation rollups, then prompts the model for a structured report.
4. Wait ~30–60 seconds. The list updates live; you don't have to keep the tab open.

When it's done, the report is saved to your workspace. You can copy the Markdown, download it as .md, or click Regenerate to run a fresh pass.

Plan & quota

Plan	AI reports / month
FREE	0
HOBBY	3
PRO	20

Quota resets on the 1st of each month, UTC. The counter ticks at enqueue time so a click charges quota even if the worker hits a transient error, but transient failures auto-refund so you don't lose budget to flaky retries.

If you regenerate the same period and want to avoid burning quota, edit the original report's experiments instead, the score and findings rarely shift inside a 24-hour window.

What we send to the model

Reports are aggregate-only. The context we send to Anthropic Claude is built deterministically from your funnel state:

• Stage counts, conversion rates, and split metrics (cached from the dashboard).
• Customer rollup (active MRR, trialing/active counts, churn rate, top product by volume).
• Email rollup (deliveries, opens, clicks, bounces, top campaign by open rate).
• Setup state (tracking verified? Stripe connected? sender domain verified?).
• The funnel's own name and description, sanitized and wrapped in an <untrusted> envelope.

We don't send raw profile PII (no emails, names, IPs, Stripe customer IDs), email body content, payment-method details, or per-event data. Anthropic does not train on FunnelFizz traffic; see our privacy policy for the inference-only contract.

Sharing & export

• Copy copies the full Markdown to clipboard.
• Download streams the same Markdown as report.md.
• MCP exposes list_funnel_reports and get_funnel_report so your agent can pull a saved report into another conversation.

Public read links (one URL you can forward to a co-founder without an account) are coming. Today, exporting Markdown and pasting into Notion / Linear is the easiest share path.

Reports vs. MCP

Use whichever fits the moment, they share the same underlying model.

	Reports	MCP
Where it lives	Dashboard, saved	Your agent's chat
Best for	Weekly diagnostics, artifacts you'll reread	Ad-hoc questions, comparisons, one-off pulls
Output	Structured Markdown with score, findings, experiments	Whatever the agent decides to summarize
Quota	Per-month per-workspace	Per-API-key monthly cap (see Developer settings)
Shareable	Yes, as Markdown	No, ephemeral to the chat

If you're already in an agent session, ask it to "generate a 30-day report on funnel X", the generate_funnel_report tool runs the same pipeline and saves the result to your dashboard.

When the score is low

Reports are honest by design. If your score comes back below 30, the most common cause is that tracking isn't installed yet, the model can only see Stripe and provider data and is rightly suspicious of the missing middle. Below 50 usually means Stripe isn't connected, so TRIAL/CUSTOMER counts are zero. Connect those and regenerate.

If your score is below 50 with both connected, the report's findings will tell you exactly which stage is leaking and where to look first.

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Related: Insights & MCP · Stages · Tutorials → Your first AI report