How to use portfolio-level mapped metrics

You will learn

Learn how to use portfolio mapped metrics to combine metrics from your accounts for portfolio-level reporting. Choose the metrics that match each account’s data structure, reporting needs, or custom integrations.

Portfolio mapped metrics automatically provides predefined metrics (e.g., Placed Order, Refunded Order, Ordered Product, etc.) without having to set these up individually across each account, as well as the option to set up any custom metric definitions as needed.

Before you begin

Portfolio mapped metrics are used for portfolio-level reporting. Account-level mapped metrics determine which metrics are used by these features within each account:

• Benchmarks reports
• Quarterly growth reports (QGR)
• Customer lifetime value reports (CLV) (Advanced KDP and Personalization customers)
• Predictive analytics

When to use mapped metrics

Mapped metrics can be beneficial for accounts that want to more accurately align how they measure success in Klaviyo based on their specific business or data model needs.

The following are common use cases for portfolio mapped metrics:

• You want all accounts under your portfolio to use the same metrics and align all data.
• One or more of the accounts in your portfolio uses custom integrations or integrations that Klaviyo does not recognize with out-of-the-box named metrics.
• You want to compare account performance in your portfolio using metrics that align with your needs.

To change the metrics used for predictive analytics, update the account-level mapped metrics in each account. For example, this can help align revenue measurement with your business’s sources of revenue.

Accessing mapped metrics

In your portfolio, head to Manage > Metrics.

Default portfolio metrics

Klaviyo automatically creates default portfolio metrics from the account-level mapped metrics in your linked accounts. Those account-level mappings are initially based on your integrations and data structure. A default portfolio metric includes only accounts with a compatible mapping; monetary metrics require an associated value.

A Klaviyo flag icon next to each will denote these default metrics, along with the number of accounts this metric applies to, and when the metric was created.

Where applicable, the default data mappings are:

• Revenue
  Represents the revenue metrics mapped in your linked accounts. There must be a value passed along with each event.
• Ordered product
  Represents all individually ordered items associated with a main revenue event.
• Cancelled sales
  Represents a revenue event that happened but was canceled before fulfillment.
• Refunded sales
  Represents when someone completes a revenue event, makes a payment, and requests the payment to be returned.
• Added to cart
  Represents when someone is on your website and adds an item to their cart.
• Started checkout
  Represents when someone starts the process of checking out on your website.
• Viewed product
  Represents when someone is identifiable and views an item page on your website.

Creating a new mapped metric

In addition to the default metrics, you can create portfolio metrics that combine 1 metric from each selected account. This lets you report on related activity across accounts using one definition. For example, you may want to compare onsite activity or revenue from custom integrations.

1. If you are not already there, head to Manage > Metrics. Click on Create metric.
2. In the Metric Name field, enter the name of your metric. It’s important to use a name that is both recognizable to all users and encompasses the metrics or data associated with it.
3. In the Type field, choose Monetary Value to sum monetary values, or Event Count to count events. Monetary Value only lists account metrics with an associated value.

1. In Definition, review the selected accounts and clear the checkbox for any account you do not want to include.

1. In Metric choice, select the metric to use for an included account, such as Fulfilled Order.
2. To fill matching metrics across accounts, click Apply to all next to the first metric you selected. You can also choose each account’s metric individually.

3. Review Metric choice for every included account. If no suitable match is found, select the correct metric or deselect that account before saving.
4. Select Save and exit in the upper right corner when you are done.

After saving, you return to Metrics. Select View reporting for the portfolio metric to open the portfolio dashboard with that metric selected.

Additional resources