[Interactive workshop] Evaluate your account health using Klaviyo's overview dashboard

[Interactive workshop] Evaluate your account health using Klaviyo's overview dashboard

About this event: An interactive workshop is a working session where you’ll design, build, and activate features in your account by following the guidance of a Klaviyo expert.

Event description: Do you know how your Klaviyo account is performing week-over-week or quarter-over-quarter? Would you know what to do with that information? The overview dashboard is a reporting tool that allows you to view your account’s most important data at a glance and compare performance over time. We’ll walk through how to make informed decisions about your marketing strategy using this valuable and insightful reporting tool.

Intended audience: Register for the session that best matches your business size from the dropdown menu.

Need help selecting the training that is the best fit for you? Read through the descriptions below, and choose the session that makes the most sense for you:

Entrepreneurs: Are you an entrepreneur working alone or with a very small team, and you’re looking to learn more about how to use the overview dashboard? Join our “Entrepreneurs'' session to explore how you can begin using the overview dashboard today.

Small and medium-sized businesses: Are you a marketer at a small or medium-sized business with a basic knowledge about reporting in Klaviyo, and you want to take it to the next level? Join our “Small to medium-sized businesses'' session to explore how to make data-driven strategic decisions.

Large and mid-market businesses: Are you an email marketing or CRM manager at a large or mid-market business, with specific period comparisons in mind? Join our “Large & mid-market businesses” to learn how to make insights and advanced strategic decisions using the overview dashboard.

Attend this session if: you want to feel more confident making data-driven strategic marketing decisions using Klaviyo’s overview dashboard.

Session requirements:

• We will be referring to the default “Overview dashboard” in your account. This should be pre-built in your account already, however, if it is not already built, please build a new dashboard in your account using the default cards from this help article. This should not take more than 5 minutes to complete.


• Come to the training with a reporting period in mind (eg. month-over-month, quarter-over-quarter, year-over-year, etc.)

Tips for success:

• Use a second monitor or separate device so you can view both the webinar and your account


• Come logged into Klaviyo and ready to build