Understanding the performance dashboard

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Learn more about the performance dashboard and how it's helpful in analyzing both your business trends and helping to craft strategies to grow your business. The performance dashboard provides a detailed overview of how your different communication channels perform over time, as well as suggestions to improve going forward. 

Navigating to the performance dashboard

To access your performance dashboard, head to your Dashboard and select the Performance tab. You will have the option to filter the timeframe of your view, as well as which conversion metric you'd like to analyze.

You can choose to view data from:

  • A specific month
  • The last 7 days
  • The last 30 days
  • The last 90 days
  • The last year
  • Today

View of the performance dashboard tab in the main dashboard view

Next, you will see a snapshot overview of our account's email performance. Here, you will find the following:

  • Total revenue / Conversions
    If your selected conversion metric has a monetary value associated with it, you will see the total revenue number associated with this metric over the time range you've specified. If the conversion metric does not have a monetary value (e.g., Active on Site), you will see a number for total conversions instead. The numbers here reflect ALL tracked activity in your account. The chart displayed in this snapshot view represents total revenue/conversions, with the percentage attributed to email colored in green. Any gray "unattributed" revenue displayed is from a non-email source.
  • Conversions from Klaviyo
    This value refers to the total conversions that are attributed directly to your marketing efforts in Klaviyo. This includes all of the channels that you have ownership over (i.e. email, SMS, push), as detailed below.
  • Owned marketing channels 
    This value reflects all conversion activity attributed to your owned channels, broken up in categories: Email, SMS, and Push. Klaviyo breaks this down further so you can understand how both flows and campaigns contribute to your overall conversions:
    • Flows
      In flows you can see which percentage of total activity is coming from automated flow sending.
    • Campaigns
      In campaigns you can see which percentage of total activity is coming from campaign sending.
  • $ / Recipient or Conversion / Recipient
    If your selected conversion metric has a monetary value associated with it, you will see the overall revenue ($) earned per email recipient here. If the conversion metric you selected does not have an associated monetary value (e.g., Active on Site), you will see a number reflecting overall conversions per email recipient over the specified time range.

Flow & campaign activity snapshot

Below this snapshot overview, you will see an overview of flow activity. Only flows that currently contain at least one live email will populate here. If your dashboard view is centered around a conversion metric with an associated monetary value, you will see an Earned value for each live flow, as well as $ / Recipient. If your selected metric does not have a monetary value associated with it, you will see a total Conversions number here, as well as Conversion / Recipient.

The final section is an overview of campaign activity. This view displays the most recent 8 sent campaigns from a selected timeframe. As with flows, you'll see numbers around either total revenue earned from each campaign or the total number of conversions from each campaign, depending on whether or not your conversion metric is associated with a monetary value.

While this view only shows the eight most recent campaigns in the time range selected, the Performance Snapshot at the top of the page will always show the total attributed revenue/conversions for all campaigns during the selected time range.

Example of the performance dashboard showing flows and campaigns success and guidance

Additional resources

 

 
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