Klaviyo Report

How it works

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1. Select

Choose one of our predefined templates or create your own

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2. Connect

Connect your data sources

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3. Customize

Customize your data to meet your client’s needs

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4. Share

Schedule and share a dashboard or PDF report with your team or clients

Choose Swydo's Klaviyo Template

Save time, impress clients, and grow your agency with Swydo's automated reporting solutions.

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Save Hours
Streamline reporting and reclaim your day.

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Actionable Insights
Present key Klaviyo metrics in a way that clients instantly understand.

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All-in-One Reporting
Visualize, share, and manage all your Klaviyo data from one spot.

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Custom Branded Reports
Present clients with tailored, on-brand Klaviyo reports.

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Agency Mark-up
Set your agency markup once. Flat or percentage & auto-apply.

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Win More Business
Impress in pitches with Klaviyo reports that showcase your expertise.

Why Your Agency Needs a Klaviyo Report Template

E-commerce agencies live and die by revenue attribution. When clients ask “How much money did our email marketing actually make?” you need bulletproof data, not vague engagement metrics.

Klaviyo generates mountains of customer behavior data across every touchpoint—email opens, SMS clicks, website browsing, purchase patterns, and customer lifecycle stages. Without proper reporting, this goldmine becomes a liability when clients can’t see their ROI.

The difference between agencies that retain clients and those scrambling for new ones? Proving email marketing drives real revenue growth, not just pretty open rates. This Klaviyo report template transforms complex customer data into revenue stories that make CFOs smile and renew contracts.


What Makes Swydo’s Klaviyo Report Template Different?

Email Marketing Intelligence
Track metrics that matter in Klaviyo: open rates, click-through rates, revenue per recipient, and customer lifetime value. No generic marketing metrics—just Klaviyo expertise.

Customer Data Platform Focus
Klaviyo isn’t just email marketing. Our template highlights customer segmentation success, behavioral tracking patterns, and revenue-focused conversion tracking that justifies Klaviyo’s premium positioning.

Custom Metric Intelligence
Create powerful custom calculations like revenue per email, customer engagement scores, and flow performance efficiency. Combine any Klaviyo metrics to tell your unique success story.


What To Include In An Klaviyo Report

Create professional Klaviyo report templates that track critical metrics, deliver actionable insights, and prove campaign ROI with Klaviyo’s unique customer data capabilities.

Executive Summary With Klaviyo Performance Indicators

What to include in your Klaviyo report summary:

  • Revenue Per Recipient & Order Value – Track Placed Order Shopify Value and Average Placed Order Shopify Value for immediate impact
  • Email Engagement Metrics – Opened Email Rate and Clicked Email Rate showing audience quality vs. industry benchmarks
  • Customer Lifecycle Performance – Flow performance and customer journey progression through automated sequences
  • Campaign ROAS & Revenue Impact – Total revenue attribution using Klaviyo’s advanced tracking capabilities

Perfect for stakeholder presentations and quarterly email marketing performance reviews.

Core Klaviyo Performance Metrics

Foundation metrics every Klaviyo report template should track:

  • Opened Email Rate – Email engagement with Klaviyo average benchmarks across industries
  • Clicked Email Rate – Email performance efficiency across campaign types and segmentation strategies
  • Received Email & Delivered Rate – Email deliverability and list health measurement
  • Placed Order Shopify Rate – Revenue conversion efficiency and customer purchase behavior

Essential metrics that demonstrate Klaviyo campaign health and customer engagement effectiveness.

Klaviyo Revenue Performance

What to include for revenue optimization insights:

  • Placed Order Shopify Value – Direct revenue attribution from email campaigns and flows
  • Revenue Per Recipient – Placed Order Shopify Value Per Recipient for campaign efficiency measurement
  • Customer Order Analytics – Average order value trends and purchase frequency optimization
  • Revenue Efficiency – Cost per acquisition trends and customer lifetime value growth

Show exactly which Klaviyo campaigns and flows generate the highest revenue impact.

Email Flow Performance Analytics

Automated flow metrics for Klaviyo report templates:

  • Complete Flow Funnel – Flow message opens, clicks, and conversion rates through sequence
  • Customer Journey Tracking – Flow-specific revenue and engagement progression analysis
  • Flow Optimization – Track flow performance and estimated revenue per flow recipient
  • Automated Revenue Performance – Revenue generated from welcome series, cart abandonment, and post-purchase flows

Demonstrate Klaviyo flow campaign success with customer lifecycle engagement metrics.

Customer List & Segmentation Performance

Essential customer data insights for Klaviyo report templates:

  • List Growth Analytics – Track Subscribed To List, organic growth, and customer acquisition sources
  • Segmentation Performance – Engagement rates across customer segments and behavioral targeting
  • Customer Retention – Unsubscribed Rate, churn analysis, and customer lifetime tracking
  • SMS Marketing Integration – Sent SMS, Clicked SMS Rate, and multi-channel customer engagement

Show how Klaviyo drives customer list growth and advanced segmentation performance.

Customer Engagement Intelligence

Customer behavior performance metrics to include:

  • Engagement Quality – Active On Site, Viewed Product Shopify, and meaningful customer interactions
  • Content Performance – Compare email campaigns, SMS campaigns, and automated flow engagement rates
  • Customer Action Tracking – Checkout Started Shopify, form submissions, and purchase intent signals
  • Behavioral Analytics – Customer browsing patterns, product interests, and purchase timing analysis

Leverage Klaviyo’s customer data platform to show quality engagement beyond basic email metrics.

Campaign Budget & Revenue Efficiency

Financial accountability metrics to include:

  • Revenue Attribution – Track revenue in Placed Order Shopify Value and customer lifetime impact
  • Campaign ROI – Total revenue allocation and cost efficiency across email campaigns and flows
  • Customer Economics – Cost per customer acquisition with customer lifetime value for profitability analysis
  • Campaign Efficiency – Revenue per email sent, customer engagement costs, and optimization opportunities

Demonstrate cost-effective Klaviyo campaign management with transparent revenue reporting.

Custom Klaviyo Metrics & Calculations

Powerful custom metrics you can create:

  • Customer Engagement Score – (Total Engagements ÷ Emails Received) for customer quality measurement
  • Revenue Conversion Rate – (Placed Order Shopify ÷ Clicked Email) × 100 for revenue efficiency tracking
  • Flow Revenue Efficiency – (Flow Revenue ÷ Flow Recipients) for automated sequence optimization
  • Customer Lifecycle Value – Custom revenue calculations using Klaviyo’s advanced customer tracking

Combine any Klaviyo metrics to create powerful insights unique to your client’s success story.

Strategic Recommendations & Next Steps

What every Klaviyo report template needs for action:

  • Email Optimization – Improve open rates, click rates, and reduce unsubscribe rates across campaigns
  • Customer Segmentation Refinement – Optimize customer segments based on purchase behavior and engagement data
  • Flow Strategy Enhancement – Welcome series vs. cart abandonment vs. post-purchase flow performance recommendations
  • Revenue Reallocation – Move focus to highest-performing Klaviyo campaigns and customer segments for maximum ROI

Position your agency as Klaviyo email marketing expert with data-driven customer lifecycle optimization strategies.

CUSTOMIZATION

Customize Your Klaviyo Report

FiltersLeverage a variety of filters to show more specific data points to quickly identify issues and take swift action.

SchedulingAutomate and share your dashboards and reports on a schedule that best meets your needs.

White labelReflect your brand by incorporating your logo and brand colors into your reports. You can also use your domain to share and send your reports.

GoalsSet and track goals to gain insight into performance, trends and progress toward your goals.

Custom MetricCombine two metrics from the same data source to calculate an entirely new custom metric.

Multi-language reportsCreate reports for your clients in 14 available languages through our automatic and editable translation feature.

Report DesignResizable widgets allow you to adjust the presentation of KPIs, charts, tables, text, and images to focus clients on key data and insights.

Text and ImagesProvide context to clients or stakeholders through descriptive text widgets. Incorporate images, such as ad assets, to improve client communication and understanding.

Flexible Date RangesEasily compare data across different time periods. Fully control the date range of your overall reports or specific KPIs, charts, and tables to highlight trends.

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Email & Social Report Templates

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Connect With Your Favorite Data Sources

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FAQ

Frequently Asked Questions

  • What is a Klaviyo report template?

    A Klaviyo report template is a pre-built report that automatically pulls email and customer lifecycle performance data from Klaviyo. It showcases key metrics such as revenue per recipient, engagement rates, customer lifecycle performance, and campaign ROAS… presented in a clear, professional layout optimised for stakeholder presentations and quarterly email marketing performance reviews.

  • How long does it take to set up a report?

    Setup takes 10 minutes: choose a template, connect ad accounts, and customize with your branding for a professional report.

  • Can I white-label reports with my agency's branding?

    Yes, add your logo, colors, and host reports on your domain (e.g., reports.youragency.com) for a seamless, professional client experience.

  • Which ad platforms are supported?

    Swydo integrates with 35+ platforms, including LinkedIn Ads, Facebook Ads, and Google Ads, allowing you to build consistent, multi-platform reports with real-time performance insights.

  • What's the cost after the free trial?

    Plans start at $49/month for 10 data sources, with no per-client fees. Additional sources cost $1.50–$3.50 each. Learn more.

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