The Scenario
The board meeting is at 9 AM. The head of e-commerce needs a ranked table: every Klaviyo campaign sent in the last two quarters, sorted by revenue per recipient. Not open rates. Revenue per recipient. It is 6 PM. The table does not exist yet.
The bad version:
- Open the Klaviyo campaigns dashboard, switch to analytics, set the date filter to the right period, and discover that revenue per recipient is not a default column — you have to calculate it manually.
- Export the campaign stats to a CSV, open it in Excel, add a formula column for revenue divided by recipients, sort descending, and clean up the column headers.
- Find that the export excludes seven campaigns where revenue tracking was not enabled, and the ranked list has unexplained gaps.
There are fifteen hours until the board meeting. This is not how you planned to spend the evening.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It calls Klaviyo's query_campaign_values endpoint, calculates the revenue per recipient, and writes the ranked table — all in one pass.
Query Klaviyo campaign analytics values for all email campaigns from Q1 2025 and write campaign name, total revenue, recipients, and revenue per recipient into this workbook sorted by revenue descending
What You Get
- One row per campaign from the specified period.
- Columns contain campaign name, total revenue, recipient count, and revenue per recipient.
- The table is sorted descending — the board slide is a copy-paste away.
What If the Data Is Not Quite Ready
The date range should be the last 60 days, not a fixed quarter
Fetch Klaviyo campaign value metrics for the past 60 days and populate columns A through D with campaign name, clicks, orders placed, and total revenue
You need to compare revenue per recipient across campaign types
Query Klaviyo campaign analytics for Q1 and Q2 2025, group by campaign type (email vs. SMS), and write campaign type, total campaigns, average revenue per recipient, and total orders into columns A through D
Some campaigns are missing revenue data and need a flag
Fetch Klaviyo campaign analytics for the last 90 days, write campaign name, recipients, and revenue into columns A through C, then write "NO REVENUE DATA" in column D for any campaign where the revenue value is null or zero
Full board prep in one shot
Query Klaviyo campaign values for the last 6 months, calculate revenue per recipient, sort by that metric descending, write the top 20 into this workbook with campaign name, total revenue, recipients, and revenue per recipient, and flag the bottom quartile with "REVIEW" in column E
The board gets the ranked table. You get your evening back.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook before the next leadership meeting, then ask it to pull and rank your Klaviyo campaign revenue in one shot. Also check out how to export campaign performance metrics for a broader campaign overview.