demobook

Navigating the Klaviyo Home Dashboard

Demo summary

Shows how to customize the home dashboard based on specific metrics like 'placed order' and adjust time ranges to view sales performance.

Step-by-step

  1. Navigate to the Home dashboard
  2. Select a specific metric, such as Placed Order, to base the dashboard view on
  3. Adjust the time period dropdown to a specific range like Last 30 Days
  4. Scroll down to view top performing flows
  5. Scroll further to view recent campaign messages

Options

  • Base the homepage on different metrics depending on your store type (Shopify, WooCommerce, BigCommerce)
  • View stats for campaigns, flows, email, or text

Tips

  • Use the Placed Order metric in most cases to see sales numbers clearly
  • Monitor the 'per recipient' stat to understand how many dollars you are bringing in per message sent
  • Use the home dashboard for a quick overview to jump in, check performance, and jump out

Highlights

Klaviyo's home dashboard is great. Gives you a really quick overview of everything that's going on.

All demos from “How To Use Klaviyo In 2026 (Everything You Need In Under 10 Minutes)

  1. 0:431:00Navigating the Klaviyo Home DashboardCurrentShows how to customize the home dashboard based on specific metrics like 'placed order' and adjust time ranges to view sales performance.KlaviyoTrack opens / clicks / revenue (reporting)
  2. 3:250:26Creating a dynamic segment in KlaviyoDemonstrates the process of creating a new segment using behavioral triggers like 'what someone has done or not done'.KlaviyoSegment the list
  3. 5:260:33Setting up a branded sending domainWalks through the settings menu to locate the domain authentication section for SPF, DKIM, and DMARC records.KlaviyoAuthenticate sending domain (SPF/DKIM/DMARC)
  4. 5:590:31Configuring an email footer for deliverabilityShows how to add a primary tab footer with unsubscribe links and text blocks to improve trust with spam filters.KlaviyoImprove deliverability / avoid spam
  5. 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.KlaviyoTrack opens / clicks / revenue (reporting)
  6. Watch “How To Use Klaviyo In 2026 (Everything You Need In Under 10 Minutes)” →

Track opens / clicks / revenue (reporting)

  1. 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
  2. 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
  3. 0:431:00Navigating the Klaviyo Home DashboardCurrentShows how to customize the home dashboard based on specific metrics like 'placed order' and adjust time ranges to view sales performance.Adam Rehm
  4. 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
  5. 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
  6. 2:350:30Analyze customer data with RFM and funnel dashboardsThe demo shows the marketing analytics interface, specifically highlighting RFM analysis for loyalty tracking and conversion funnel dashboards.Klaviyo