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Case Study 02UX & Conversion · Funnel Optimization

Checkout Funnel Optimization

How session recording analysis revealed two hidden friction points killing checkout conversions — and fixing them contributed to ₹1.2 crore in monthly revenue improvement.

Company

Sierra Living Concepts

Timeline

Nov 2025 – Jan 2026

My Role

Product Manager

Teams

UI/UX · Category · IT

The journey, before → after

1

Added to cart

2

Distracted by similar items

3

Popup loses entered data

4

Redesigned — order confirmed

~₹1.2Cr

Monthly revenue improvement

20→14%

ATC diversions reduced

84→72%

Checkout abandonment

1

The Background

In my early weeks as Product Manager, I made it a habit to review Microsoft Clarity session recordings and BI dashboard funnel reports every morning. Sierra's average order value is $3,500–$4,000 — meaning every customer who drops off the checkout flow represents thousands of dollars in lost revenue.

The business was generating reasonable traffic to product pages, and add-to-cart rates were acceptable. But somewhere between "add to cart" and "order confirmed," we were losing people. I needed to find out exactly where and why.

2

Discovery — What the Data Showed

Combining Clarity session recordings with BI dashboard funnel analysis, I mapped the full ATC-to-checkout journey and identified two distinct friction points:

Funnel drop-off map

Add to Cart Page
100%
ATC → Similar Products
20% exit
Checkout Info Form
80% reach
Form Abandonment
84% abandon
Order Confirmed
~16%
Friction Point 1 — ATC Page Distraction: The add-to-cart page was showing a "similar products" section — visually prominent, same category, often lower price. Session recordings showed 20% of ATC page visitors clicking these recommendations and leaving the purchase flow entirely.
Friction Point 2 — Popup Form Data Loss: The checkout information capture was a popup dialog overlay on the ATC page. If a user left the popup idle, the form became unresponsive and wiped all entered data.
3

Before vs After

Before

Similar products shown on ATC page — 20% click away
Popup form wipes data on idle — customers restart
No dedicated checkout step — overlay UX
84.09% checkout abandonment rate

After

Similar products removed — relevant cross-sell retained
Dedicated checkout step — no data loss possible
Clean next-step page for information capture
72.77% checkout abandonment rate

Checkout abandonment rate

Before redesign84.09%
After redesign72.77%

11.32 point improvement

4

Requirements Definition

RequirementDescriptionPriority
Remove ATC Similar ProductsRemove distracting similar product recommendations from ATC page to eliminate 20% diversionHigh
Dedicated Checkout StepReplace popup with dedicated next-step page — separate URL, no overlayHigh
Form Session PersistenceEntered form data must persist if user navigates away or leaves idle — no data lossHigh
Retain Complementary Cross-sellKeep relevant cross-sell (e.g. dining chairs on dining table ATC) — relevant, not distractingMedium
Mobile Checkout OptimizationDedicated checkout step fully optimized for mobile — sticky CTA, large inputs, minimal scrollMedium
5

Sprint Planning & Execution

🔍 Sprint 1 — Analysis & AlignmentCompleted

Sprint Goal: Quantify the full funnel impact of both friction points and align UI/UX, category, and IT teams on the solution approach.

As a PM, I want to quantify exactly how many users are affected by each friction point to prioritize fixes correctly
As a UI/UX designer, I want a clear brief on the ATC page and checkout step redesign before wireframes
As a category manager, I want to understand which cross-sell recommendations to keep vs remove
🎨 Sprint 2 — UX Design & ATC FixCompleted

Sprint Goal: Remove similar product distractions from ATC page and ship the UI/UX design for the new dedicated checkout step.

As a customer, on the ATC page I should only see my cart summary and a clear path to checkout
As a customer, relevant accessories should still be visible for cross-sell value
As a UI/UX designer, I want to deliver approved wireframes for the dedicated checkout step to IT
🏗️ Sprint 3 — Checkout Step Build & QACompleted

Sprint Goal: Build the dedicated checkout step page, implement form data persistence, QA across device types, and deploy to staging.

As a customer, I want to fill in delivery information on a clean dedicated page without distracting overlays
As a customer, if I leave the checkout form and come back, my entered information should still be there
As a PM, I want to verify zero data-loss scenarios across mobile and desktop before production
6

The Key Product Decision

One deliberate decision I made that isn't obvious: I kept complementary cross-sell on the ATC page while removing similar product recommendations.

"Dining chairs on a dining table ATC page adds value to the existing decision. Similar dining tables create doubt about it. The distinction between helpful and distracting cross-sell is context, not category."

The reasoning: Similar products at the moment of highest purchase intent are essentially saying "maybe reconsider what you picked." Complementary products add value to a decision already made. Removing all cross-sell would have hurt AOV. Removing only the distracting kind protected conversion without sacrificing upsell revenue.
7

Results

20→14%

ATC page diversions — users leaving for similar products

↓ 6 percentage point reduction

84→72%

Checkout abandonment rate after info form redesign

↓ 11.32 percentage point improvement

~₹1.2Cr

Monthly revenue improvement (700 orders × $3,500 AOV × 6% recovery)

↑ From baseline

0

Customer-reported data-loss incidents post-deployment

Bug fully resolved

What I Learned

1

Session recordings reveal what metrics can't.

The BI dashboard showed abandonment numbers. Clarity showed exactly what users were doing — clicking similar products, tabbing away, coming back to an empty form. Qualitative and quantitative together tell the complete story.

2

Not all cross-sell is equal.

Removing similar products improved conversion, but we kept complementary cross-sell. Context-appropriate recommendations help; distraction disguised as recommendation hurts.

3

Bugs in the purchase flow are the most expensive bugs.

The popup form data-loss issue had probably been losing orders for months. Customer feedback was the signal — building a habit of reading support tickets surfaces product issues faster than any dashboard.