Understanding the new home dashboard

read
Last updated at:

You will learn

The Home dashboard (currently located in the Performance tab) shows how email, SMS, or push marketing channels contribute to your conversion goal. You will also be able to review highlights from your recent marketing initiatives, including campaigns, flows, and forms and how they are each performing.

Navigating to and customizing the home dashboard

If you’re not already there, to access the home dashboard, head to your Dashboard and select the Performance tab.

Once here, you have the option to choose which conversion metric you’d like to analyze by opening the Conversion metric dropdown. You can also choose to search by a particular conversion metric by typing in the Filter field.

Conversion metric dropdown with options for different metrics in list

Conversion metric performance card

The Conversion metric performance card provides a view of your conversions or revenue by channel (i.e., email, SMS, or push notification) and how these were sent (i.e., via a flow or campaign).

Conversion metric card showing total and attributed conversions or revenue by channel

Customizing your date range

At the top of this card, you can choose to see attributed conversions for the current day, past 7 days, or past 30 days.

The date on the right-hand side under Visit dashboards will reflect what period you are looking at. For example, if today is October 24th, 2022 and you choose the last 7 days to review, your metrics will reflect those on October 17th, 2022 through October 24th, 2022.

On the conversion metric card, the options for today, 7 days, or 30 days dates

By clicking View dashboards, you will jump into the Dashboards section for more detailed success, delivery, channel, and attribution information.

Note that if you currently only have one dashboard setup, the button will instead read "Visit [name of dashboard]" and link directly to that dashboard.

Reviewing your total revenue or conversions

On the left-hand side of the card, note your Total revenue or Total conversions reflected in the large top number. This represents the total amount of revenue or conversions that your brand generated in the particular period you selected. In other words, this is the amount of revenue that your brand generated ‌from either Klaviyo or other means (e.g., paid ads).

Note that by choosing a conversion metric with an associated monetary value (e.g., placed order), you will see Total revenue as shown below. If you do not choose a conversion metric with an associated monetary value (e.g., active on site), you see the total number of conversions instead.

Part of conversion metric card showing total number of conversions by channel

You will also be able to see the percentage change compared to the same previous period for all revenue or conversions. A positive change will reflect as green, while a negative change will reflect as red.

In the example below, there is a positive change of 3% compared to the previous 7-day period. This means that total revenue was up 3% compared to the same previous 7-day window.

On the conversion metric card, showing the positive percent change of conversions in green in last 7 days

Reviewing your Klaviyo attributed conversions or revenue

On the right-hand side of the card, note your Attributed revenue or Attributed conversions reflected in the large, top number. This number represents the total revenue or conversions attributed specifically to Klaviyo in the particular period you selected. In other words, this is the amount of conversions or revenue we can line up and associate to different Klaviyo channels in that period.

By choosing a conversion metric with an associated monetary value (e.g., placed order), you will see Attributed revenue as shown below. If you do not choose a conversion metric with an associated monetary value (e.g., active on site), you see the attributed number of conversions instead.

attributed_conversions.jpg

You will also be able to see the percentage change compared to the same previous period for all revenue or conversions. A positive change will show in green, while a negative change will show in red.

In the example below, there is a negative change of 3% compared to the previous 7-day period. This means that revenue was down 3% compared to the same previous 7-day window.

On the conversion metric card, showing the negative percent change of attributed conversions in red in last 7 days

Reviewing your Klaviyo attributed revenue or conversions breakdown

At the bottom of your Conversion metric performance card, you will see a breakout by channel of either your revenue or conversions.

If you chose a metric associated with a monetary value (e.g., order product), you will see a breakout of where this revenue happened (i.e., Attributed revenue breakdown). If you do not choose a conversion metric with an associated monetary value (e.g., active on site), you see the Attributed conversions breakdown by channel instead.

Attributed revenue breakdown by conversion rate, flows, campaigns, email, push, or SMS

Except for Conversion rate, the top number under each channel represents the total amount of revenue or number of conversions that occurred. Below this number is the percentage of revenue or conversions that happened out of the total number of subscribers that received that type of message.

If you did not have any conversions attributed to a particular message type (e.g., flows), you will not see this channel reflected in your breakout.

Note that if you do not yet have SMS as a channel, you will see a prompt to enable this if you wish.
Attributed conversions breakdown with option to enable SMS highlighted

Recent campaigns card

The Recent campaigns card shows all the email or SMS campaigns successfully sent within the last 7 days, with the most recently sent campaign at the top of the list.

Note that campaigns that did not successfully send or are currently in draft mode will not reflect here. However, you will see campaigns that are in the process of being sent, even if they have not reached all subscribers or lists yet.

Recent campaigns card showing campaigns, date sent, type, open rates, click rates, conversions, and conversion raets

  • Campaign
    The Campaign column will show the name of the campaign and the date and time of when the campaign was sent.
  • Type
    The Type column will show the type of campaign (i.e., email or SMS message) and also include if it was part of an A/B test.
  • Open rate
    The Open rate column shows the open rate for email messages or push notifications (note that opens cannot be tracked on SMS messages). The open rate includes the unique number of opened emails messages divided by the number of total received messages.
  • Click rate
    The Click rate column shows the unique number of clicks, either in an email or SMS message, divided by the number of received messages.
  • Conversions
    If you are using a conversion metric that does not have monetary value associated (e.g., active on site), you will see the Conversions column. This column shows how many total conversions took place from that email or SMS message over the time range you specified.
  • Revenue
    If you are using a conversion metric that has monetary value associated (e.g., placed order), you will see the Revenue column. This column shows the total revenue number associated with this metric over the time range you've specified.
  • Conversion rate
    If you are using a conversion metric that does not have monetary value associated (e.g., active on site), you will see the Conversion rate column. This column reflects your conversions as a percentage out of your total number of sent campaigns.
  • Revenue per recipient
    If you are using a conversion metric that has monetary value associated (e.g., placed order), you will see the Revenue per recipient column. This column reflects your revenue as a percentage out of your total number of sent campaigns.

By clicking the View all campaigns in the upper right corner, it will direct you to the Campaigns list page where you can view information on all of your campaigns.

Recently updated flows card

The Recently updated flows card provides a view of your recently edited or published flows from the last 7 days.

Note that this card could include flows that were recently set to live or flows that were edited in some way (e.g., messages were changed, added or removed, steps changed in the flow, the lists or segments associated with flow steps, etc.).

Recently updated flows card with date sent, type, delivers, unique opens, and unique clicks

  • Flow name
    The Flow name column shows the name of the flow and the date and time of when the flow was last published.
  • Type
    The Type column shows the type of messages the flow contains (i.e., email or SMS) and if it was part of an A/B test.
  • Deliveries
    The Deliveries column shows how many individual flow messages were successfully delivered, since the flow was updated.
  • Unique opens
    The Unique opens column shows the number of unique individuals opening your email since the flow was updated (note that opens cannot be tracked on SMS messages).
  • Unique clicks
    The Unique clicks column shows the unique count of clicks (one click per recipient) for each link in the email or SMS message, since the flow was updated.

By clicking the View all forms in the upper right corner, you can also view all flows beyond the 7-day window reflected in this card.

Recently updated forms card

The Recently updated forms card provides a snapshot of your recently edited or published forms from the last 7 days.

Note that this card could include forms that were recently set to live or forms that were edited in some way (e.g., their layout was changed, their success messages were adjusted, the list they fed into was changed, etc.).

Recently updated forms card with date sent, type, number of views, submits, and submission rate

  • Form name
    The Form name column will show the name of the form and the date and time of when the form was last published.
  • Type
    The Type column will show the type of form itself (i.e., flyouts, embedded forms, or popups).
  • Views
    The Views column will show the number of total views of your form since the form was last published.
  • Submits
    The Submits column will show the total number of forms that were filled out and submitted since the form was last published.
  • Submission rate
    The Submission rate column will reflect this as a percentage out of the total number of views since the form was last published.

By clicking the View all forms in the upper right corner, you can also view all forms beyond the 7-day window reflected in this card.

Reverting to the old Performance dashboard

If you wish to revert to the previous Performance dashboard experience, you can do so by clicking on the Go back to the old home page link at the bottom of the screen.

go_back_to_homepage_link.jpg

Note that once you revert to the old experience, you will still be able to switch back into this new Home dashboard experience should you decide to try it again. 

Additional resources

x
Was this article helpful?
1 out of 1 found this helpful