How to build a business review dashboard

Learn how to build a business review dashboard to visualize your revenue performance, deliverability trends, and better understand the health of your business. The business review dashboard provides a customizable report detailing your success across each marketing channel and type over specific time periods. 

For information on how to interpret the data and performance cards, head to our guide on getting started with the business review dashboard.

Creating or accessing the dashboard

1. Navigate to Analytics > Dashboards > Business review to find your dashboard. 
2. Click into the dashboard to begin reviewing.

Customizing the dashboard

Choosing a date range

By default, your dashboard will show your performance metrics over the last 30 days.

1. To change the date range, click on the dropdown under Time period.

You can adjust the date range to show:

• Week-to-date
• Month-to-date
• Year-to-date
• Last 7 Days
• Last 30 Days
• Last 90 Days
• Last month
• Last 3 months
• Last 12 months
• Last year
• Custom (note: you can pull up to 1 year maximum within your date range)

     2. To change the comparison period, click on the dropdown under Comparison period.

Here you have the option to choose whether you want to compare your performance in your date range to a previous period, either the previous year, the previous month, or a custom set of date ranges.

For example if you were to choose the previous year option and your time period is set to 7 days, your data will compare to the same 7 days in the previous year. If you choose the previous period, your data will compare to the same prior date range or, in this case, the 7 days prior to our chosen data range. If you choose a custom range, your data will compare to that particular range only.

     3. Once you are satisfied with your changes, click Apply.

Choosing a conversion metric

Besides the date range, you also can choose any account-wide conversion metric. The conversion metrics will pull from any integration or custom conversion-related event and visualize your data across all of the cards.

1. To change the conversion metric, click on the dropdown under Conversion metric.
2. Choose the conversion metric that suits your current dashboard's needs, as shown in the example below.

Changing the comparison period

You also have the option to choose whether you want to compare your performance in your date range to a previous period, either the previous year or the previous month.

1. Click on the dropdown under Comparison period and choose your option (i.e., previous period or previous year).

For example if you were to choose the previous year option, your data will compare to the same 7 days in the previous year. If you choose the previous period, your data will compare to the same prior date range or, in this case, the 7 days prior to our chosen data range.

Refreshing the dashboard

In the upper right-hand corner of the dashboard, the timestamp will appear for the last time a user updated the dashboard.

1. To manually refresh the dashboard and the data displayed, click on the three dot menu (...) in the upper right and select Refresh Data. This will update all the data on the dashboard.

All users on your account will see the same dashboards. The last updated timestamp represents the last time any team member updated the board.

Additional resources

Getting started with the business review dashboard

Understanding Klaviyo message attribution

Understanding conversion tracking