A single, source-of-truth view of your email and SMS performance based on commerce outcomes (orders, revenue) rather than ESP engagement metrics. Use it to see what actually converted and how the channel is contributing to growth.
What it is
Outcome-first: Built from your commerce platform (e.g., Shopify) and Modern attribution—so metrics reflect final purchases, not just opens/clicks.
Omni-channel CRM: Blends Email and SMS into one place for clean comparison and roll-ups.
How it differs from the Klaviyo Report:
Lifecycle shows what revenue actually happened (post-purchase truth).
Klaviyo shows how messages performed (pre-purchase engagement + Klaviyo/UTM attribution).
What you’ll see
Summary tiles (top)
New Customers – First-time purchasers in the selected range.
Orders – Total orders credited to Email/SMS under the selected attribution.
Discounts – Total discounts applied to credited orders.
Gross Revenue – Revenue before discounts, taxes, shipping, and refunds.
AOV (Average Order Value) – Gross Revenue ÷ Orders.
Net Revenue – Gross Revenue − Discounts (excludes taxes/shipping unless configured otherwise).
Breakdown views
Channel: Email vs SMS side-by-side
Program Type: Campaigns vs Flows (when UTMs/program tags allow)
Time Grain: Day / Week / Month trends
How to use it
Pick a date range
Scan tiles for direction: are Revenue, Orders, AOV, and New Customers trending up?
Channel view: compare Email vs SMS efficiency and contribution.
Program type: see whether Flows (automations) or Campaigns are driving the lift.
Trend it: switch Day/Week/Month to separate seasonality from real changes.
Decide: invest behind the channel/program with superior Revenue, AOV, and New-Customer creation