Correlations
Pick any two monthly metrics from anywhere in the app and test how they move together.
Scatter — one point per month
Over time — dual axis
| Product | SKU | Orders | Units | Revenue |
|---|---|---|---|---|
| No data yet — add an account and import. | ||||
Purchase timing
renewals excluded
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Top products over time
Campaigns — products sold
Open a campaign for its product pie. Assign a target to score on-target accuracy.
No attributed product sales yet — import orders first.
Customer segments
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Customer base composition over time
Computing…
Where each tier's members go, month‑to‑month
Segment performance
Your engagement tiers — up to 4 KPIs each with monthly targets; drag ⠿ to reorder cards or KPIs. Revenue KPIs are email-attributed. Define tiers in Composition ▸ Segment Definitions.
Click Compute KPIs — the point-in-time segment walk takes ~20s and briefly ties up the server, so it's on demand.
Campaign performance
Group campaigns by tag and track each group's KPIs over time — same style, drag ⠿ to reorder.
Cohorts
A default acquisition cohort is included — delete it, or add cohorts below.
Add cohort:
No cohorts.
Add cohorts to see the retention grid.
Segment builder
Build a segment (e.g. $source = giveaway_0526), save it, then add it as a cohort above.
Build a segment
Saved segments
none yet
No saved analyses yet.
Select a saved analysis to see its grid — or build one in the Analysis tab and Save it.
Campaign tagging
Pick a Tag A to compare against everything else, then choose KPIs to chart. Tag campaigns in the Tags tab; import stats if charts look empty.
No saved analyses yet.
Import A/B tests, then Fetch stats. Subject-line tests evaluate on any KPI; content tests are listed but can't be split per-variation via Klaviyo's API.
No groups yet.
Select a group to see its pooled result, member tests, and shared notes — or create one and add tests from the Tests sub-tab.
All notes across every group, newest first.
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Due to reorder
At risk of lapsing
Worth over the next 12 months
Worth sending to
Revenue outlook
🎨 Brand
Data sources
Email data comes from the ESP; orders come from the commerce store. Set them
per brand — the rest of the app works the same whichever you choose.
👥 Members
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owner — everything, incl. ownership · admin — members & settings · manager — data & analysis · implementor — read mostly