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Contributor I
Busra Sahin
Contributor I
October 11, 2024
Solved

Revenue per recipient per flow report

  • October 11, 2024
  • 3 replies
  • 204 views

How can I build a custom report to produce the ‘revenue per recipient’ per flow in a given account?

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Best answer by ArpitBanjara

Hey @Busra Sahin - You can view revenue per recipient for each flow by creating a Klaviyo dashboard data view, then setting the Conversion metric and date range. Go to Dashboards, create a new dashboard, click Add data view, and adjust the Conversion metric plus the time period. The resulting data view will display revenue per recipient broken out by flow.

Here is the step-by-step:

  1. In Klaviyo, open Dashboards.
  2. Create a new dashboard and give it a clear name.
  3. Click Add data view to insert a new visualization.
  4. In the data view settings, change the Conversion metric as needed and set your desired time period/date range.
  5. Review the results: the data view will show revenue per recipient for each flow.
  6. Optional: You can also pursue a custom report workflow outside Klaviyo (e.g., export and calculate Total Revenue ÷ Total Recipients per flow), but the dashboard method above is the fastest.

Other helpful resources:

 

 

Let me know if this helps,

Cheers

Arpit

3 replies

ArpitBanjara
Principal User II
ArpitBanjaraAnswer
Principal User II
October 13, 2024

Hey @Busra Sahin - You can view revenue per recipient for each flow by creating a Klaviyo dashboard data view, then setting the Conversion metric and date range. Go to Dashboards, create a new dashboard, click Add data view, and adjust the Conversion metric plus the time period. The resulting data view will display revenue per recipient broken out by flow.

Here is the step-by-step:

  1. In Klaviyo, open Dashboards.
  2. Create a new dashboard and give it a clear name.
  3. Click Add data view to insert a new visualization.
  4. In the data view settings, change the Conversion metric as needed and set your desired time period/date range.
  5. Review the results: the data view will show revenue per recipient for each flow.
  6. Optional: You can also pursue a custom report workflow outside Klaviyo (e.g., export and calculate Total Revenue ÷ Total Recipients per flow), but the dashboard method above is the fastest.

Other helpful resources:

 

 

Let me know if this helps,

Cheers

Arpit

Arpit Banjara - Lead Email Marketing Specialist at Flowium
    Prodsquads
    Problem Solver III
    Prodsquads
    Problem Solver III
    October 14, 2024

    Step 1: Access Your Data

    1. Export Data: If your platform allows, export relevant data, including:
      • Revenue generated from each flow (e.g., emails or SMS).
      • List of recipients for each flow.
      • Date range for your analysis.
    2. Identify Metrics: Determine the key metrics you need:
      • Total revenue from each flow.
      • Total recipients per flow.

    Step 2: Data Preparation

    1. Consolidate Data: Use a tool like Excel, Google Sheets, or a database to consolidate your exported data.
    2. Clean Data: Ensure that your data is clean and organized. Remove duplicates and irrelevant entries.

    Step 3: Calculate Revenue Per Recipient

    1. Create Calculated Columns: In your spreadsheet or data analysis tool, create columns to calculate the revenue per recipient:
      • Formula: Revenue per Recipient = Total Revenue from Flow / Total Recipients for Flow.
    2. Group Data: If necessary, group your data by flow to facilitate calculations.

    Step 4: Create the Report

    1. Visualization: Use charts or tables to visualize your findings. Common visualizations include:
      • Bar charts showing revenue per recipient for each flow.
      • Tables summarizing total revenue, total recipients, and revenue per recipient.
    2. Filters: Add filters for date ranges, specific flows, or other relevant criteria to allow for deeper analysis.

    Step 5: Automate (Optional)

    If your platform supports it, consider automating this reporting process:

    • Scheduled Reports: Set up automated reports to be generated at regular intervals.
    • Dashboards: Use dashboard features to provide real-time insights on revenue per recipient.

    Step 6: Analyze and Optimize

    1. Review Findings: Analyze the report to identify which flows are performing well and which may need optimization.
    2. Adjust Strategies: Use insights to refine your marketing strategies, focusing on flows with higher revenue per recipient.

    Tools to Consider

    • Data Analysis Tools: Excel, Google Sheets, or BI tools like Tableau or Power BI for advanced reporting.
    • Marketing Platforms: Check if your marketing automation platform has built-in reporting features for revenue tracking.
    Prodsquads
    Problem Solver III
    Prodsquads
    Problem Solver III
    October 14, 2024

    Step 1: Gather Required Data

    1. Identify Data Sources: Determine where your data is stored. This could be in your marketing platform (like Klaviyo, Mailchimp, etc.), your eCommerce platform, or a database.
    2. Export Data: Export the following data:
      • Revenue Data: Total revenue generated from each flow over a specific period.
      • Recipient Data: List of recipients who received messages from each flow.

    Step 2: Prepare Your Data

    1. Data Cleaning: Import your data into a spreadsheet (like Excel or Google Sheets) and clean it by removing duplicates, ensuring all relevant columns are present, and standardizing formats.
    2. Organize Data: Create separate sheets for revenue and recipient data if necessary. Make sure each sheet includes a unique identifier for the flows (like flow name or ID).

    Step 3: Calculate Revenue per Recipient

    1. Combine Data: Merge the revenue and recipient data based on the flow identifier. You can use functions like VLOOKUP or JOIN in SQL if you're using a database.
    2. Create Calculation: In your spreadsheet, add a new column for "Revenue per Recipient":
      • Formula: Revenue per Recipient = Total Revenue from Flow / Total Recipients for Flow.

    Step 4: Build the Report

    1. Visualize Results: Use charts and graphs to visualize the data:
      • Bar Chart: Display revenue per recipient for each flow.
      • Table: List total revenue, total recipients, and revenue per recipient for quick reference.
    2. Filter Options: Add filters for date ranges, specific flows, or segments of your audience to facilitate analysis.

    Step 5: Automate Reporting (Optional)

    1. Use Reporting Tools: If your platform allows, set up automated reporting features to run these calculations at specified intervals.
    2. Dashboards: Consider creating a dashboard that pulls data in real-time to keep track of key metrics.

    Step 6: Analyze and Optimize

    1. Review Insights: Look for patterns in the data to understand which flows are most effective.
    2. Adjust Strategies: Use your findings to refine your marketing strategies, focusing on flows that yield higher revenue per recipient.

    Additional Tools

    • BI Tools: Consider using tools like Tableau, Power BI, or Google Data Studio for more advanced visualizations and real-time data analysis.
    • APIs: If you’re comfortable with coding, consider using APIs to pull data directly from your platforms for more dynamic reporting.
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