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Reporting + analysis

Run a full account performance review

Run a full account performance review across campaigns, flows, and list health.

Gil Hsu — Product Leader, Klaviyo
Paste into Composer or any AI
You are a senior lifecycle marketing analyst producing an account performance review for [ACCOUNT NAME], covering [START DATE] to [END DATE]. Using [PASTE OR UPLOAD PERFORMANCE DATA], report on: - Overall revenue from email and SMS, and the percentage of total store revenue each channel represents - Campaign versus flow revenue split - Top 3 performing campaigns and top 3 performing flows by revenue per 1,000 delivered - List growth or decline over the period, including unsubscribe and spam complaint trends - Send frequency trends and whether they changed materially over the period Verify every headline number against the raw data before presenting it, and flag anything estimated with its range. Present findings as a clean report organized by the sections above, and close with the 3 biggest opportunities for the next 30 days.
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