The Scenario
Your growth team wants to see how the "Placed Order" event has trended by acquisition channel over the last 30 days. Specifically: does UTM source predict different conversion rates? You know Klaviyo tracks this. You need the breakdown in an Excel workbook so you can build the attribution table and bring it to the weekly growth meeting.
The bad version:
- Log into Klaviyo's analytics section and look for a metric breakdown by UTM source in the standard reports view — find that the UI aggregates at the metric level but does not let you group by event property.
- Export what is available — a time-series of "Placed Order" counts — and discover the export has no UTM dimension.
- Try to reconstruct the UTM breakdown by pulling separate reports for each campaign source tag individually, merge them in Excel, and spend two hours on something that should have been a query.
The signal might be in the data. But the data is two hours of approximation away.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It calls Klaviyo's metric aggregate query endpoint, which supports grouping by event properties, and writes the result directly into the workbook.
Query Klaviyo metric aggregates for the "Placed Order" event over the last 30 days, grouped by date, and write the date and event count into columns A and B
What You Get
- One row per date, covering the last 30 days.
- Column A contains the date, column B the "Placed Order" event count.
- The data is ready for a chart or pivot table without reformatting.
What If the Data Is Not Quite Ready
You need the UTM source breakdown, not just the daily total
Query Klaviyo metric aggregates for the "Placed Order" event over the last 30 days, grouped by UTM source, and write UTM source and event count into columns A and B
You need a different event and date range
Fetch Klaviyo metric aggregates for "Started Checkout" events from January through March 2025, group by week, and write week start date and count into this workbook
You need to compare two events side by side
Query Klaviyo metric aggregates for both "Placed Order" and "Started Checkout" events over the last 30 days grouped by date — write date into column A, Placed Order count into column B, and Started Checkout count into column C
Full channel attribution table in one pass
Query Klaviyo metric aggregates for "Placed Order" and "Started Checkout" grouped by UTM source for the last 30 days; join them by UTM source and write UTM source, checkouts, orders, and conversion rate into columns A through D, sorted by orders descending
The weekly growth meeting gets real channel data instead of a manually assembled approximation.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook before the next growth review, then ask it to pull the metric aggregates you need from Klaviyo in one shot. Also check out how to pull campaign revenue attribution to add campaign-level data to the same analysis.