Five reports for one number sheet
Pulling campaign, flow and list numbers into a monthly sheet eats half a day every month.
monitoringKPI Overview
Your whole CRM program on one monthly scorecard
50 metrics across recruitment, engagement, campaigns, flows and conversion, laid out month by month with year-over-year comparison. Your monthly review, without the copy-paste.
- Free plan for 1 Klaviyo account
- Read-only Klaviyo access
- Every feature on every plan
monitoring
+12% wowRevenue
$84.2k
Open Rate
42.1%
Click Rate
8.7%
Growth
+12%
- metrics
- 50metrics
- sections
- 6sections
- columns
- Month or weekcolumns
- comparison
- YoYcomparison
Sound familiar?
One month tells you nothing
Is 38% open rate good? It depends on last month and the same month last year.
Acquisition lives elsewhere
Signup costs and list-growth inputs never sit next to your email numbers.
What you get with KPI Overview
50-metric matrix
Recruitment, Engagement, Campaigns, Flows, Conversion and Totals, one row per metric.
Monthly or weekly
Switch the columns between months and weeks depending on the meeting you’re preparing.
Year-over-year and prior period
See each metric against the previous period and the same period last year.
Sparklines
A small trend line on every row shows the direction before you read the numbers.
Your own inputs
Type in recruitment numbers Klaviyo doesn’t track, right next to the synced metrics.
CSV export
Export the full matrix for a client deck or your own analysis.
How it works
- 1
Connect Klaviyo
Sign in with Klaviyo OAuth. No API keys to copy, and you can disconnect at any time.
- 2
Add your recruitment inputs
Fill in the handful of acquisition numbers that live outside Klaviyo.
- 3
Review and export
Scan the trends, click “Update KPIs” for fresh data, and export to CSV for the meeting.
See KPI Overview in action
Who uses KPI Overview
Agencies
Walk into every monthly client review with the same structured scorecard.
Freelancers
Show retainer clients the long-term trend your work is driving, not just last month.
In-house teams
Give leadership a CRM view they can read without learning Klaviyo.
Questions about KPI Overview
Which metrics are included?
About 50 across six sections: recruitment, engagement, campaigns, flows, conversion and totals. Most come from Klaviyo; a few recruitment inputs are entered by you.
Can I compare with last year?
Yes. Each metric shows the previous period and the same period last year.
Can I export the data?
Yes, the whole matrix exports to CSV.
Stop rebuilding the monthly report by hand
Connect Klaviyo and your scorecard fills itself in.