Customizing Your Analytics Dashboard

read

Welcome to the Course

Welcome! In this course we'll show you how you can using Klaviyo's customizable analytics dashboard to create the the right view of your metrics.

In this course we'll cover the following topics:

  • Review the basics of using the dashboard
  • Cover the prebuilt dashboard views
  • Create a custom dashboard
  • Wrap up with a knowledge check 

Let's go!

Prerequisites

This course will be more helpful if you've already got data flowing into your Klaviyo account. Let's do a quick check.

Click into your Metrics tab. Do you see a list of events from your various integrations? (If you need a refresher, check out our guide to Managing your Metrics.)

data-in-your-account.png

Great! If you've integrated your site and you've got data in your account, then we can move forward and dig into the dashboard.

If you haven't integrated yet, you can still work through this course, but keep in mind that you might see a lot of empty graphs and metrics as you are experimenting with the examples inside of your own account.

Dashboard Basics

For a quick 101, let's open up the dashboard and look at a few of the basics. To get started let's open up the analytics tab on our dashboard. Open up your Klaviyo account, and navigate to Dashboard > Analytics.

dashboard-basics.gif

Here you can see your prebuilt views (we'll talk more about these in the next activity.) Take a moment to familiarize yourself with some of the built-in cards. 

From the main screen you can change dashboard views, update the timeframe for the selected dashboard, refresh a dashboard, edit the name of a dashboard, and delete a dashboard.

To brush up on these and all the basics take a look at our documentation:

Prebuilt Dashboard Views

Your account comes with 4 prebuilt dashboards to get you started. Toggle the Dashboard dropdown to view all your available views:

prebuilt-views.png

Let's look at each of the prebuilt views and some of the key metrics they cover.

  • Business Overview
    Use this to get a birds eye of the of the health of your business. Some key metrics include revenueorder information, and user activity.
  • Campaigns Overview 
    This view allows you to view all of your campaign data in one place. Keep an eye on key metrics like open rateclick rate, and conversions across all your campaigns.
  • Email Overview
    The email overview brings together all of your campaign and flow email data. Monitor the health of your deliverability across all the emails in your account by watching for bouncesspam complaints, and unsubscribes.
  • Flows Overview
    The flows overview gives you a synopsis of all your important flow data. Keep track of which flows are performing and which flows need some tweaking by viewing open ratesclick rates, and attribution rates at the flow and message level.

The most important aspect of your prebuilt views are all of the ideas and examples that are already laid out for you. When you're creating your own custom dashboard views, don't start from scratch. Turn to your prebuilt views for ideas and inspiration, and once you're comfortable, branch out and create something completely new.

Creating a Custom View

Let's get our hands dirty with an example.

In the example covered in the video above, we tried to answer the following question: is there any correlation between the number of customers signing up to my Facebook lead ads, and the number of customers placing an order on my site?

To answer this question, first we created a custom view on our Analytics tab. Then, we added a separate card for each metric.

You can use this approach to answer other questions like this by building out custom views. First, identify the metrics you need to capture. Then, create a custom view and add a card for each metric. Make sure to review our documentation on adding a card so you have a full reference for the various types of metric calculations, filters, and visualizations you can display.

Analytics Dashboard Best Practices

Now that you know your dashboard basics, and how you can create and manage your own dashboard views, let's talk about how you can make the most out of them.

  • Experiment
    Don't hold back! Your dashboard views are just a different way to view the data within your account. You can't mess anything up by creating a new dashboard view, then adding or deleting as many cards as you need.
  • Stay Organized
    While it's good to test out everything that's possible, when you're trying to hit a deadline or looking for something fast, you don't want to be scrolling through a list of 100 test views to find what you need. Stay organized by using clear naming conventions, and keeping all of your testing in a single dashboard view (or at least a small set of views).
  • Check Periodically
    Create a check-in cadence that matches the data you're tracking. If you're running a weekly report, then create a reminder to check in once a week to check your data, analyze, and gather insights. Checking too often might cause you to draw improper insights, or not recognize changes that are occurring at the timeframe that you set your dashboard to.

 

 

Was this article helpful?
0 out of 0 found this helpful