What Overview Is For
Overview is your dashboard home base. It is not a deep analytics report; it is the place to get oriented, confirm setup, and decide where to go next.
- See whether your workspace has brands connected.
- Check whether any brands or notifications need attention.
- Understand which tools are available on the current plan and role.
- Jump into the right tool without guessing.
First-Time Workflow
- 1Check whether a brand is already connected.
- 2If there are no brands yet, choose Add Brand and finish setup.
- 3If brands exist, select the brand you want from the sidebar.
- 4Check the attention count and Operations status chips.
- 5Open Operations for active daily issues or Diagnostics for a deeper account audit.
How To Read Overview
Attention
A workspace-level count of active items that likely deserve review. Use it as a starting signal, then open the relevant tool for evidence.
Workspace
The active workspace and connected brand count. Confirm this before acting if you manage more than one workspace.
Coverage
How many product tools are available on the current plan and role. Locked tools may require a higher plan or different workspace role.
Notifications
Recent updates and priority alerts. Treat notifications as a trail, not the final report.
Fire
A brand needs active response. Open Operations and use Fire Protocol before making broad strategic changes.
Watch
A brand deserves attention, but may not need emergency response. Review Operations and decide the next action.
What To Do Next
- No brands connected: add your first brand and connect Klaviyo.
- Attention is high: open Operations and inspect Fire or Watch brands.
- Need performance charts: open Pulse for revenue, audience, and product context.
- Need a deep account audit: open Diagnostics.
- Planning campaign work: open Trajectory or Composer.
- Looking for repeat purchase opportunities: open Revive.
Best habit
Common Questions
Why do I only see a few tools?
Tool visibility depends on workspace role, billing plan, and whether the tool is currently enabled for your workspace.
Why does it ask me to select a brand?
Most tools analyze a specific brand. Select a brand from the sidebar so the tool knows which account to use.
Why does Overview show an issue, but the tool looks stable?
Overview summarizes multiple signals and may lag behind a tool refresh. Open the tool and trust the detailed view for the final read.
Should I act from Overview alone?
No. Overview tells you where to look. Use the destination tool before making client-facing or account-level decisions.