How to build a business review dashboard

Learn how to customize your 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.

Accessing the dashboard

1. Navigate to Analytics > Dashboards.
2. Click Business review to begin reviewing. Klaviyo creates this dashboard automatically.

All users on your account will see the same dashboards. Changes to the date range, comparison period, and conversion metric are saved for the dashboard and shared with other users in your account.

Customizing the dashboard

Choosing a date range

A new business review dashboard shows Last 3 months by default. If someone has already changed the time period, you will see the saved selection.

1. Click Time period, then open the Time period dropdown to choose a preset range or Custom. For a custom range, select or enter the start and end dates.

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

1. Click Apply to save the date range. You can also choose a comparison period before applying your changes, as described below.

Changing the comparison period

1. If the date settings are closed, click Time period. Then open the Comparison period dropdown.

Choose Previous period, Previous year, or Custom. For a custom comparison, select or enter the start and end dates. The custom comparison range must differ from the main time period.

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 your chosen date range. If you choose a custom range, your data will compare to that particular range only.

1. 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 determine the conversion and revenue results shown in the dashboard.

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. The dashboard updates when you select the metric.

Refreshing the dashboard

In the upper right-hand corner of the dashboard, Last updated shows when the dashboard data was last refreshed. Klaviyo also refreshes the data automatically when you open a dashboard whose last refresh was more than 8 hours ago.

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.

Additional resources