Pick a range and a comparison period — every tile and chart, including RPR-by-flow deltas, updates together.
Range
Compare to
Month
Attributed revenue — flow vs campaign
Monthly. Stacked = total; split shows the mix.
FlowCampaign
Total attributed revenue
With 3-month rolling average.
Monthly3-mo avg
Revenue mix — flow vs campaign
Share of attributed revenue, % per month.
Flow %Campaign %
Campaign volume — sends & recipients
Send count and total recipients side by side — volume context for the campaign-revenue line above.
Campaign right-size
RecommendationHow this is calculated
RPR by flow
Flow · RPRvs compare
Placed order rate by flow
Flow · PORvs compare
Flow revenue diversity
Each flow’s share of total flow revenue per month (100% stacked). Shows how concentrated or spread the automation layer is: one dominant band = over-reliance on a single flow.
SMS program — revenue & volume
Klaviyo-attributed SMS revenue and SMS messages delivered per month.
SMS attributed revenueSMS delivered
New subscribers / month i
Unique “Subscribed to List” profiles.
New subs3-mo avg
List health
Unsub & spam rate (% of delivered). SMS shows opt-out rate (no spam signal on SMS).
Unsub %Spam %
Order buckets — lifetime orders per profile
How the whole profile base splits by number of orders placed, all-time. Live from Klaviyo segments.
What we changed, and what happened after
Every change is marked on the monthly charts. Each row compares the complete months since the change against the same number of months before it. Store revenue is there so you can tell a real effect from the business simply growing, and the share of store is in percentage points for the same reason.
Testing program — win rate & volume
The share of decided tests that beat control, beside everything shipped that month. Hotfixes and new messages are work, not tests, so they are counted separately and never as a test that lost. Wins bank permanently, so the program compounds at any strike rate.
Reports
Reports
Lifecycle architecture
Retention map
▾Automated offenders
100%
EmailSMSWaitConditionDonut on a condition: green = Yes, red = NoA bar along the bottom of each card flags health: ALERT,
WATCH, or ALL GOODEach message shows its status: LIVE,
DRAFT or MANUALA/B state shows as TESTING or
TEST IDLEDrag to pan · ⌘/Ctrl + scroll to zoom
Account audit
Account audit
Audit to-do list
Task
Notes
Change your password
Invite a team member
They pick their own email and password. Tick the clients they should see.
Monthly report
Monthly report
Generated on the previous month's completed numbers. Past months stay available in the dropdown.