The Scenario
Quarterly business review is in two days. Your digital marketing manager needs one table in the slide deck: every Klaviyo email campaign sent in the last 90 days, with open rate, click rate, recipient count, and revenue per campaign. Klaviyo has the data. Getting it out in a form the finance team will accept — a clean Excel table — is the problem.
The bad version:
- Log into Klaviyo, navigate to Campaign analytics, set a 90-day date range, and realize the UI shows aggregate totals but does not let you export a per-campaign revenue breakdown in one step.
- Export what is available, open it in Excel, discover the date format is non-standard, and spend 20 minutes reformatting.
- Pull the revenue numbers from a separate Klaviyo report that uses a different date grouping, and reconcile the two exports manually.
You have been doing some version of this every quarter for two years. The data is always there. The retrieval is always the same friction.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Klaviyo's campaign analytics API and writes the results directly into the workbook — no export, no reformatting.
List all Klaviyo email campaigns sent in the last 90 days and write campaign name, send date, recipient count, open rate, and click rate into columns A through E
What You Get
- One row per campaign, covering the full 90-day window.
- Columns A through E contain campaign name, send date, recipient count, open rate, and click rate.
- The workbook is ready for a chart or a slide paste without additional reformatting.
What If the Data Is Not Quite Ready
Revenue attribution is the column leadership actually cares about
For each campaign in column A of this workbook, fetch its performance metrics from Klaviyo and add open rate, click rate, unsubscribe rate, and revenue attributed in columns B through E
Only campaigns above a certain open rate threshold are relevant
List all Klaviyo email campaigns from the last 90 days with an open rate above 25%, write campaign name, send date, recipient count, and open rate into columns A through D
You need data across multiple Klaviyo accounts
For each Klaviyo API key in column A of the "Accounts" worksheet, fetch all campaigns sent in the last 90 days and write the account name, campaign name, send date, and click rate into a new row in this workbook
One-shot QBR prep: pull, rank, and flag underperformers
Fetch all Klaviyo campaigns sent in the last 90 days, write them with campaign name, recipients, open rate, click rate, and revenue, then sort by revenue descending and flag any campaign with an open rate below 15% by writing "LOW OPEN" in column F
The QBR prep is one prompt instead of three separate export-and-merge steps.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook before the next quarterly review, then ask it to pull your Klaviyo campaign performance directly. See also how to pull campaign revenue attribution for deeper financial analysis.