The Scenario
The quarterly business review is in two days. Your digital marketing manager needs a table in the slide deck: all email campaigns sent in the last 90 days, with open rate, click rate, recipient count, and revenue attributed. Klaviyo has all of it. Getting it out of Klaviyo and into a form the finance team will accept — a clean spreadsheet table — is the problem.
The bad version:
- Log into Klaviyo, navigate to the Campaigns analytics view, set the date range filter to 90 days, and realize the UI shows aggregate numbers but does not let you export a per-campaign breakdown in one click.
- Export what you can, open it in Excel to reformat, discover the date format is non-standard, and spend 20 minutes cleaning.
- Manually add the revenue column because it was in a separate Klaviyo report that uses a different date grouping logic.
You have been doing something like this every quarter for two years. The data is all there. The friction is entirely in the retrieval.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Klaviyo's campaign analytics API and writes the results directly into the sheet — 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 (ISO format), recipient count, open rate (decimal), and click rate (decimal).
- The sheet is ready to feed into a chart or paste into a slide without any reformatting.
What If the Data Is Not Quite Ready
Revenue attribution is missing and that is the column leadership cares about
For each campaign in column A of this sheet, fetch its performance metrics from Klaviyo and add open rate, click rate, unsubscribe rate, and revenue attributed in columns B through E
You only want campaigns above a certain open rate threshold
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
The campaigns are split across multiple Klaviyo accounts
For each Klaviyo API key in column A of the "Accounts" tab, 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 sheet
One-shot QBR prep: pull, rank, and flag underperformers
Fetch all Klaviyo campaigns sent in the last 90 days, write them into this sheet 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
Every quarter this looks different on the surface but it is the same underlying ask. Combining the pull with the sort and the flag means the QBR prep is one prompt instead of three separate steps.
Try It
Get the 7-day free trial of SheetXAI and open a blank Google Sheet before the next quarterly review, then ask it to pull your Klaviyo campaign performance directly into the sheet. See also how to pull campaign revenue attribution for deeper financial analysis.