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🔁 Lifecycle Reporting Template

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Written by Javier Garcia

Overview

The Lifecycle Reporting Template report tracks email and SMS lifecycle marketing performance, from deliveries and clicks through to orders and revenue. It's built for lifecycle teams who need to see how their sends contribute to revenue and how their subscriber list is changing over time.

Integrations Required

  • Email & SMS Platform (eg. Klaviyo)

Sections

  • Email Overview - Deliveries, click rate, orders, revenue, conversion rate and revenue per recipient, shown as KPI cards, trend lines and a distribution breakdown. This answers: "Is email driving more revenue than last period?" and "Are subscribers engaging and converting at a healthy rate?"

  • Analysis - New subscribers and unsubscribes alongside deliveries, click rate, conversions, conversion rate, revenue and revenue per recipient, shown as KPI cards, column charts and detail tables. This answers: "Is our list growing faster than it's churning?" and "Is revenue per recipient holding up as the list grows?"

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