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Reports
Period-based comparisons across campaigns, flows, and store revenue
Period
Tools
Specialized tools for analysis, audience health, and campaign optimization
Flows & AI
Soon
AI Flow Analyzer
Point AI at your live flows and it reads how each one is actually built — triggers, filters, and every step — then flags conflicts, overlaps, and gaps across your whole automation setup.
Flow Crawler
See exactly how each live flow is built — its trigger, entry and trigger filters, and the full branching structure, read straight from Klaviyo. View it as a structured breakdown or a visual diagram.
Flows
Flow Scheduler
Turn an individual flow email on or off — live, manual, or draft — at a chosen date & time, and review everything you've queued.
Flow Control
Turn whole flows on or off in bulk — set any flows live, manual, or draft right now. Search, multi-select, apply.
Performance & analysis
Comparison Tracker
Compare flows or campaigns side by side over arbitrary date ranges. Spot what's working and what's not, instantly.
Heat Map
When are your subscribers most active? See opens, clicks, and orders by hour and day of week. Pick the best time to send.
LTV Curve
Cohort-based subscriber lifetime value over the first 24 months. See where revenue per signup plateaus and where to time your re-engagement.
Customer RFM
Score every customer on Recency, Frequency, and Monetary value, then group them into segments like Champions, At Risk, and Cannot Lose Them. Know who to reward and who to win back.
Retention Report AI
An AI reading of every retention dashboard for this account in plain language: what is healthy, what is slipping, and the highest-leverage moves to make, each tied to a real number.
Cohort Retention
Group customers by the month they first bought and track how many keep ordering month after month. The clearest read on whether retention is improving or sliding.
Repeat & Churn Rates
Repeat purchase rate, one-time-buyer share, average orders per customer, time to second order, and the lifetime value gap between one-time and repeat buyers.
Churn Risk Radar
Flags repeat customers who are overdue versus their own buying rhythm, so you see who is drifting away and how much revenue is at stake before they are gone.
Replenishment
For repeat buyers, predicts each customer’s next order date from their own cadence and surfaces who is due now or soon. The reorder revenue waiting to be nudged.
RFM Movement
Tracks how your segment sizes shift over time — Champions growing, At Risk climbing — so you can see whether your retention work is moving customers the right way. Builds up as snapshots accumulate.
Soon
Repeat Purchase Timing
Histogram of days between purchase 1 and purchase 2 across all customers. The peaks tell you exactly when win-back flows should fire — no more guessing at 30/60/90.
Soon
Email Frequency Sweet Spot
For each subscriber, count emails received in the 30 days before each purchase. Aggregate to find the cadence that converts vs the cadence that triggers unsubscribes.
Pending Omnisend API
Click Latency
How long from email click to purchase? Understand customer decision speed to time follow-ups, urgency campaigns, and attribution windows.
Time to First Purchase
How long it takes people to make their first purchase after key activities — subscribing, viewing a product, browsing, or starting checkout. Refreshed automatically.
Subject lines & testing
Subject Line Leaderboard
Rank every subject line by open, click, and revenue — then see which patterns (length, emoji, questions, personalization, urgency) actually move your audience.
Aabcxyzde
Subject Word Insights
Which specific words in your subject lines lift opens and clicks for your audience — "free" +12%, "last chance" −4%. A vocabulary list of what works.
Discount Dependency
How much of your campaign revenue rides on discount-driven sends, and whether that share is climbing — a sign you're training customers to wait for a deal.
Soon
AB
A/B Testing
Everything for your A/B tests in one place — switch between three views: Archive (every test with its winner and per-variant opens, clicks, orders, revenue), Significance (real statistical confidence, not Klaviyo's overconfident label), and Patterns (cross-test findings like "subjects under 30 chars: +8% opens").
List health & audience
Subscriber Health
Track list growth, churn, and deliverability trends. Spot subscriber health issues before they hurt your sender reputation.
Soon
Auto List Clean
Automatically suppress unengaged subscribers based on rules you set. Improves deliverability and reduces send costs without manual work.
Pending Omnisend API
Hidden Best Customers
Subscribers who don't open often but always buy when they do. Easy to accidentally suppress with aggressive list cleaning — surface them so you don't lose your quietly-loyal customers.
Pending Omnisend API
Audience Builder
Turn engagement patterns into Klaviyo segments. Find people who opened your campaigns during specific time windows and target them.
Comparison Tracker
Compare any two flows or campaigns side by side over the date ranges you choose, or take a single flow you've updated and measure before versus after. Add as many cards as you want to track different comparisons.
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Click "Create New Card" to get started.
Data Assistant
Quick answers about your campaigns, flows, and account data
Each message uses 1 credit · Balance:
📊
Ask me anything about your data
Fast, factual answers — best for "what", "which", "how many" questions.
Creative Strategist
Subject lines, email copy, and campaign ideas — grounded in your brand's voice
Each message uses 2 credits · Balance:
Let's create something new
Get subject line variants, copy ideas, and campaign concepts that match your brand.
Personal Analyst
Deep analysis and strategic recommendations for your email program
Each message uses 15 credits · Balance:
🧠
Let's analyze your performance
Best for strategic questions, deep analysis, and actionable recommendations.
Flow Setter
Set up standard e-commerce flows in this account's Klaviyo with one click — trigger and profile filters preconfigured. Flows are created as drafts with the full structure (waits + placeholder emails); you design the email content in Klaviyo and turn them live.
Lazy Mode
Check the flows you want and how many emails each. Lazy Mode plans the delays, writes every email, designs every email, fixes the links, and sets everything up in Klaviyo as drafts — one flow after another. No input needed after you press start.
Copywriter
Full email copy written in your brand's proven voice — pick a structure, and we write subject options plus body copy for every section, grounded in what actually performs for this list.
Generate uses 12 credits · Balance:
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Write the email
Tell us what this email is for, pick a structure, and we'll write the full copy — subject options plus body for every section — in your brand voice.
Email structure
AI Data Feeder
Turn your campaigns and flow emails into screenshots the AI assistants can actually see. Once fed, the assistants can analyze real design, layout, and copy, not just the numbers, so feedback is grounded in what your emails actually look like.
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Email preview
Email screenshot
Attach an email
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Email Designer
Brand profile, design workspace, and your saved emails.
New design
Title, price, description and images are pulled automatically. Leave empty for a text-only email.
Saved designs
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Generate a design or open a saved one to preview it here.
Email Slicer
Upload a finished email design as one tall image. It gets sliced into sections automatically. Adjust the cuts, split any slice into equal columns, then download all the pieces as PNGs or upload them straight to your Klaviyo image library.
Template Creator
Upload a finished email design as one tall image, slice it into sections, give each slice a link, then save it straight to Klaviyo as a template or a ready-to-send draft campaign with your audience.
Heat Map
Email engagement patterns by day and hour
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Deliverability
Sender reputation, authentication, and bounce/spam/unsub health
Click → Purchase Latency
How quickly do email clickers convert to buyers? Bucket each order by time-since-last-click.
Select a timeframe and click Refresh
Subscriber Health
Daily snapshots of list growth, churn, and deliverability trends
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Audience Builder
Pull profiles who opened an email during a specific time window, based on real opens only (Apple MPP and other machine opens are excluded). Pushes them into a new Klaviyo list, ready to use in your next campaign.
1. When did they open?
Time-of-day in your account's local timezone. Pick one window.
2. Time window
We look at engagement over the last 7 days, across every day of the week.
Customize list name (optional)
How it works: Creates a list in your Klaviyo (static snapshot, not a live segment). The list is created instantly, then we add matching profiles in the background — typically 1-3 minutes for big accounts. Refresh Klaviyo to watch the count grow. We count real human opens only: Apple Mail Privacy Protection and other machine opens are excluded, since those fire at a time the mailbox picks rather than when the person actually opened.
Hidden Best Customers
Subscribers who don't open often but always buy when they do. Use this segment as an exclusion when running sunset / list-cleaning campaigns so you don't accidentally suppress your quietly-loyal buyers.
1. Customer tier
Pick a preset, or use Custom to dial in your own thresholds.
Customize segment name (optional)
How to use this: Add this segment as an exclusion in your sunset/list-cleaning campaigns. Don't send to it — these people don't open, so emailing them hurts deliverability. The point is to protect them from suppression.
A/B Testing
Every A/B test for this account with the winning variant called out. Opens, clicks, orders, and revenue per variant; winners decided by revenue first, then clicks, then opens.
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A/B Testing
Statistical confidence in your A/B test winners. We run a two-proportion z-test on conversion rate (conversions / opens) between the declared winner and the runner-up. 95% confidence = real difference. Below that = probably noise.
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A/B Testing
Insights discovered across all your A/B tests in the last 120 days. Findings update daily. Minimum 3 tests with winners required to surface a finding.
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Repeat Purchase Timing
For every customer with at least 2 orders, the gap (in days) between their first and second purchase. The peaks tell you when to fire win-back flows.
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Email Frequency Sweet Spot
For every order, how many emails did that customer receive in the 30 days before they bought? The peak tells you what cadence drives purchases for your list.
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Under Construction 🛠
Features in the roadmap. These aren't live yet but they're on the way. If any of them sound essential to your workflow, let us know — it helps prioritize.
Soon
Email Designer
Generate email-safe HTML mockups grounded in your brand voice and store assets. AI-powered drafting.
Soon
Click-Through Velocity
When a campaign sends, what's the click-through curve over 24 hours? See which campaigns front-load vs have a long tail. Optimize follow-up timing.
Soon
Engagement Decay Detection
Catch subscribers whose behavior is CHANGING — used to open consistently, dropping off now. Different from "haven't opened in 90 days" — this is early warning, not aftermath.
Soon
Profile Quality Score
Composite score per subscriber: clicks per email, time since last engagement, open-to-click ratio. Sortable, filterable. Makes Auto List Clean smarter and surfaces who's actually valuable.
Billing & Plans
Manage your subscription, change plans, view payment history
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Integrations
Manage your active account settings
User Feedback Admin
Bug reports, feature requests, and general feedback from users
Cross-Account Dedup Admin
Refresh the TBS regional exclude lists before sending a campaign
Flow Scheduler
Turn an individual flow email on or off at a chosen date & time
Scheduled
Every scheduled flow-email toggle and its status
Account Scheduler
Schedule a flow email on/off for any account — pick the account here
Flow Control
Turn whole flows on or off — live, manual, or draft — right now
Flow Audit
Coverage and configuration health for this account’s flows
Account Health Admin
Real per-table freshness across every account. Spot stale data before clients do.
Anomaly Detector
Flows & campaigns behaving abnormally for this account — catch problems before clients do.
Flow Crawler
How each live flow is built — trigger, filters, and full branch structure, straight from Klaviyo.
AI Flow Analyzer
AI reads every live flow's trigger, filters, and structure, then flags flows that conflict — overlapping triggers, audience overlap, timing collisions, redundancy.
30 credits
Sync Runs Admin
Per-phase log of every sync. Filter by account or status to debug a run.
Paid Users ADMIN
Active and past subscriptions across Lemon Squeezy and PayPal.
Signups ADMIN
Everyone who signed up, where from, and free-trial status.
Meta Ad Reporting ADMIN
Upload Meta Ads Manager CSVs (Breakdown → By Day) to accumulate a history per brand, then aggregate over any timeframe.
No Meta data stored for this brand yet
Export from Ads Manager with Breakdown → By Day at the level you want (Campaign, Ad set, or Ad), then upload. Each upload accumulates — re-uploading an overlapping window safely replaces those days. Add an Ad Set ID column to make identity rename-proof (optional).
Retention Report AI
A plain-language reading of this account's retention, written from the real figures behind the Cohort, Repeat, Churn, Replenishment, and RFM dashboards. Grounded in your own numbers, no invented benchmarks.
Replenishment
For repeat buyers, each customer’s next order is predicted from their own average gap between orders. See who is due now, due soon, or overdue, and the lifetime value sitting in each window. Best for consumables and anything bought on a cycle.
RFM Movement
How your RFM segment sizes change over time. Each line is a segment; watch Champions and Loyal climb while At Risk and Lost shrink to know retention is working. A snapshot is taken every night, so this view fills in over the coming days.
Cohort Retention
Group customers by the month of their first order, then track the share who keep buying in each month that follows. Reading down a column shows whether newer cohorts retain better than older ones.
Repeat & Churn Rates
The headline retention numbers for this account, computed from full order history: repeat rate, one-time-buyer share, orders per customer, time to second order, and the value gap between one-time and repeat buyers.
Churn Risk Radar
Every repeat customer measured against their own buying rhythm. Someone who normally orders every 40 days and is now 100 days out is drifting. See who is due, at risk, and lapsed, with the revenue at stake.
Customer RFM
Every customer scored 1–5 on Recency, Frequency, and Monetary value from this account's order history, then grouped into segments you can act on. Computed nightly.
Top Products
Best-selling products over the last 30 days. Refreshed daily.
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Time to First Purchase
How long it takes to make a first purchase after key activities — subscribing, viewing a product, browsing, or starting checkout.
Subject Line Leaderboard
Rank subject lines by performance and see which patterns move your audience.
Discount Dependency
How much campaign revenue rides on discounts — and whether that's climbing.
Subject Word Insights
Which words in your subject lines lift performance for your audience.
Subscriber LTV Curve
Cumulative revenue per subscriber by months since first order. Find where cohorts go cold and time re-engagement.
Cumulative LTV per subscriber
Triangle-corrected · only cohorts aged to each month count toward that point
How to read this
Each point is the average cumulative revenue a subscriber has generated by that many months after their first order.
Triangle-corrected means a given month only averages cohorts old enough to have actually reached it — so a cohort that's only 3 months old never drags down the month-12 number.
The solid line is reliable; the faded dashed tail isn't. Out there only your few oldest cohorts have aged that far, so a steep late jump is usually a small-sample artifact, not real LTV acceleration. Trust the curve through the last confident month.
Cold inflection marks where each extra month stops adding much revenue per subscriber — cohorts are cooling off, making it a natural point to trigger win-back / re-engagement.
New vs returning revenue
Share of revenue from first-time buyers (their lifetime-first order) vs returning customers, account-wide. A per-campaign version is coming later.
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Channel attribution overlay
Klaviyo-attributed revenue by channel (aggregate, account-level). Sourced from synced campaign + flow values — not joinable to individual cohorts, shown here as context for what's driving revenue.
Agency Dashboard
Revenue across all your clients. Each client shows in its own currency.
CSV → Klaviyo Events
Upload a CSV and fire one event per row into this account's Klaviyo.
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Watchers
Watchers check Gmail every ~5 minutes for matching messages and process any new ones automatically.
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Auto Gmail History
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Flow Emails
Run Historic Sync
Choose what to sync. All checked by default.
Create Comparison Card
Use this when you've updated a flow and want to compare results from before vs after your change. Picks one flow, splits it into two 30-day windows.
Control (Base)
Variant
Manage Accounts
Organize test
Folder
A test lives in one folder.
Tags
A test can carry any number of tags.
Folders & tags
Upload SMS data
For stores whose SMS runs on Postscript, export your Message Analytics for the month, pick that month below, and upload the file as-is. It fills the SMS Performance section on that month's report. Monthly reports only, and only when no SMS is already syncing for that month.
How it's read
From Postscript, export either Summary by Message Type or Message Analytics for the month, pick that month below, and upload as-is. Campaigns and Automations/Flows are summed into the two report columns; sends = messages sent, clicks = unique clicks, plus orders and revenue. Opt-in and popup rows are counted as automations, matching how Postscript totals them. Re-uploading a month replaces it. SMS has no open rate, so it shows n/a.
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Build the header shown at the top of PDF reports for this account. The agency logo is shared across all reports; the client logo and text are saved for this account. PNG, JPG, SVG, or WebP. 2 MB max.

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Title and separator text auto-switch to light on dark backgrounds. Logos are placed as-is.
Space above and below the header content (0–240px).
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