Klaviyo: Analyze customer data with RFM and funnel dashboards
Klaviyo
Demo summary
The demo shows the marketing analytics interface, specifically highlighting RFM analysis for loyalty tracking and conversion funnel dashboards.
Step-by-step
- Navigate to the Marketing Analytics interface
- Access RFM analysis to identify customer segments like Champions
- Open funnel analysis and conversion overview dashboards to identify drop-off points
- Review next best product recommendations and dynamic offers for individual profiles
Options
- Use RFM analysis to reward loyal customers or prevent churn
- Utilize AI-driven predictive behavior data for campaign targeting
Tips
- Use funnel analysis to spot specific opportunities to increase revenue
- Personalize dynamic offers to individual profiles to accelerate growth without guesswork
Highlights
“marketing analytics turns data into meaningful insights that drive growth”
All demos from “A CRM for Consumer Brands: Klaviyo B2C CRM Full Platform Overview (2025)”
- 0:400:30View unified customer profiles in KlaviyoThe video demonstrates the Klaviyo unified profile interface, showing a 360-degree view of customer data including order history, browsing behavior, and preferences.Klaviyo· Tag & manage subscribers
- 1:100:30Create automation flows with generative AIA brief look at using generative AI prompts within Klaviyo to instantly create new automation flows and draft SMS or email content.Klaviyo· Build a welcome / drip automation
- 2:350:30Analyze customer data with RFM and funnel dashboardsCurrentThe demo shows the marketing analytics interface, specifically highlighting RFM analysis for loyalty tracking and conversion funnel dashboards.Klaviyo· Track opens / clicks / revenue (reporting)
- Watch “A CRM for Consumer Brands: Klaviyo B2C CRM Full Platform Overview (2025)” →
Track opens / clicks / revenue (reporting)
4:01:350:57Exporting Klaviyo analytics for AI analysisDemonstrates how to export campaign and flow analytics as CSV files from Klaviyo to be used for external data analysis.Emiel Dingemans from Magicianly | Email Marketing
7:240:41Analyze campaign performance and A/B testingShows how to review analytics for open rates and click rates, and how to set up A/B tests for subject lines.Uk Desi Vlogger
0:431:00Navigating the Klaviyo Home DashboardShows how to customize the home dashboard based on specific metrics like 'placed order' and adjust time ranges to view sales performance.Adam Rehm- 7:200:57Analyzing event metrics and custom dashboardsDemonstrates how to view specific event data like 'Add to Cart' and 'Placed Order' within the analytics tab and how to add cards to the overview dashboard.Adam Rehm
4:011:40Verifying Event Tracking and MetricsA walkthrough of the Klaviyo analytics dashboard to verify that events like 'Active on Site' and 'Added to Cart' are firing correctly from the integrated store.Derek Stroh- 2:350:30Analyze customer data with RFM and funnel dashboardsCurrentThe demo shows the marketing analytics interface, specifically highlighting RFM analysis for loyalty tracking and conversion funnel dashboards.Klaviyo