Monthly Email Marketing Reporting Doc

£0.00

Knowing your numbers is one of the most powerful things you can do for your email marketing but staring at a dashboard full of data with no idea what to focus on is overwhelming. This doc fixes that!

The Monthly Email Marketing Reporting Doc is a simple, structured spreadsheet designed to help you review your email performance in 20–30 minutes, once a month. No complicated formulas to set up. Just clear sections, automatic calculations and space to reflect on what's working and what to do next…

Each month you'll track:

  • Top line performance - open rate, click rate and email revenue vs the previous month, with automatic month-on-month percentage changes calculated for you

  • Audience health - subscriber growth, new sign-ups and unsubscribes so you always know the state of your list

  • Campaign performance - your best and worst performing sends, and the one learning to take into next month

  • Automation performance - which flows are making money and which need attention

  • Hits, misses and opportunities - a simple reflection section to spot patterns and decide what to test next

  • One focus for next month - because trying to fix everything at once fixes nothing

The doc includes a full step-by-step guide on exactly where to find every metric inside Klaviyo, so there's no guessing and no time wasted hunting through dashboards.

Fill it in, learn from it, adjust and repeat. After just a few months you'll start to see patterns that transform the way you approach your email marketing.

Knowing your numbers is one of the most powerful things you can do for your email marketing but staring at a dashboard full of data with no idea what to focus on is overwhelming. This doc fixes that!

The Monthly Email Marketing Reporting Doc is a simple, structured spreadsheet designed to help you review your email performance in 20–30 minutes, once a month. No complicated formulas to set up. Just clear sections, automatic calculations and space to reflect on what's working and what to do next…

Each month you'll track:

  • Top line performance - open rate, click rate and email revenue vs the previous month, with automatic month-on-month percentage changes calculated for you

  • Audience health - subscriber growth, new sign-ups and unsubscribes so you always know the state of your list

  • Campaign performance - your best and worst performing sends, and the one learning to take into next month

  • Automation performance - which flows are making money and which need attention

  • Hits, misses and opportunities - a simple reflection section to spot patterns and decide what to test next

  • One focus for next month - because trying to fix everything at once fixes nothing

The doc includes a full step-by-step guide on exactly where to find every metric inside Klaviyo, so there's no guessing and no time wasted hunting through dashboards.

Fill it in, learn from it, adjust and repeat. After just a few months you'll start to see patterns that transform the way you approach your email marketing.