What Pulse Is For
Pulse is the performance cockpit for the selected brand. Use it when you want to understand what happened across revenue, customers, and products before deciding whether to investigate, plan, or report.
- Measure attributed revenue against total Shopify revenue for the selected window.
- Compare campaign revenue, flow revenue, email revenue, and SMS revenue in one place.
- Separate first-time customer revenue from returning customer revenue.
- Review campaign performance with deliveries and RPR context.
- Check customer-file health, lifecycle states, and repurchase cohorts.
- Find best sellers, checkout intent, repeatable products, product transitions, and high-intent product gaps.
Best Workflow
- 1Confirm the workspace and brand in the dashboard sidebar before opening Pulse.
- 2Start with a recent preset such as 7D, 14D, or 30D so the first read is fast and current.
- 3Keep Previous matching range on when you want deltas, or switch to No compare when you only need the selected window.
- 4Use Auto granularity first, then choose Day, Week, or Month only when the chart needs a specific rhythm.
- 5Read the Revenue tab first to understand the business result and message mix.
- 6Open Audience when you need to explain who drove the result: new, repeat, active, at-risk, churned, and cohort behavior.
- 7Open Products when you need to understand what customers bought, repeated, moved into next, or showed intent for.
- 8Refresh after a sync finishes or when you switch tabs and want the freshest active view.
Filters And Windows
From and To
The reporting window Pulse should analyze. Full-sync brands can use custom dates; mini-sync brands are pinned to supported coverage.
Preset Ranges
7D, 14D, 30D, 90D, and 365D shortcuts. Mini sync supports up to 14 days, so longer presets show a lock.
Compare
Previous matching range adds a same-length comparison window. No compare removes previous-period bars, lines, captions, and deltas.
Granularity
Auto lets Pulse choose a sensible bucket size. Day, Week, and Month force the chart buckets when you need a specific reporting view.
Coverage
When shown, Coverage tells you the actual synced data window Pulse can read. If the requested range is outside coverage, the result may be locked or incomplete.
Timezone
Pulse sends the current browser timezone with the request so bucket labels and reporting windows line up with the user's local view.
Mini sync rule
Revenue Tab
Revenue is the default Pulse tab. Treat it as the executive read: what revenue happened, how much of it was attributed, which message types and channels carried it, and whether first-time or returning customers were responsible.
Attributed Revenue Contribution
Shows total attributed revenue, total Shopify revenue, and the attributed percent of total revenue for the selected range.
Revenue by Message Type
Splits attributed revenue between campaigns and flows so you can see whether the period leaned launch-heavy, automation-heavy, or balanced.
Revenue by Channel
Splits attributed revenue between email and SMS across campaign and flow reporting facts.
First-Time vs Returning
Separates revenue from first-time customers and returning customers. Use it to spot acquisition-led spikes or repeat-customer softness.
Campaign Performance
Pairs campaign revenue with deliveries for email and SMS lanes, then summarizes campaign RPR so volume and efficiency stay together.
Empty Campaign Lanes
If email or SMS campaign data is absent for the range, Pulse shows an empty state for that lane instead of pretending there is performance.
Audience Tab
Audience explains the customer side of performance. Open it when revenue changed and you need to know whether the customer file, lifecycle mix, or repurchase behavior explains the movement.
Customer File
Summarizes total customers, repeat customers, active customers, and purchaser-backed revenue in the selected range.
Purchase State
Breaks customers into one-time and repeat groups so you can see whether the file is mostly first-purchase or retention-driven.
Lifecycle State
Shows active, at-risk, and churned customer states. This helps route the next move toward nurture, winback, or retention work.
Revenue Weight
Shows which customer states carry the most revenue, not just the most people.
Repurchase Cohorts
Tracks matured cohort-month reorder rates at 30D, 60D, 180D, and 365D horizons when enough time has passed.
Maturing Cohorts
A cohort marked maturing is not broken. It simply has not had enough elapsed time to produce a reliable horizon rate yet.
Products Tab
Products turns commerce activity into merchandising and lifecycle clues. Use it when the question is not just how much revenue happened, but which products drove it and what buyers are likely to do next.
Best Sellers
Ranks product gross value and units sold for the selected range, then highlights the top product and top-product gross.
Checkout Intent
Shows checkout intent beside net revenue so you can spot interest that may not have converted cleanly.
Revenue Leaders
Visualizes the top products by gross product value so one hero SKU does not hide the rest of the mix.
Units Moved
Shows the quantity side of best sellers, which can differ from revenue when price points vary.
Product Movement
Combines repeatable products, best repeat rate, transition count, and top next product into one read.
Intent Gaps
Flags products with high intent relative to sold quantity. Treat these as merchandising, inventory, offer, or onsite-flow questions.
How To Read The Charts
- Current-period values use stronger colors; compare-period values use paler colors when compare is enabled.
- Bar-and-line charts pair money with a rate or count, such as attributed revenue with attributed percent or campaign revenue with deliveries.
- Stacked charts show mix. Use them to see whether a total changed because one lane grew, one lane shrank, or the whole stack moved.
- Deltas compare the current metric to the previous matching range when a compare value exists.
- A positive delta is not automatically good. For example, more revenue is usually positive, but more revenue concentration in one channel may need context.
- Tooltips and metric captions are the source of truth for exact values; chart shapes are for pattern recognition.
Working Safely
- Pulse is read-only analytics. It does not change Klaviyo, Shopify, campaigns, flows, audiences, or products.
- Use Operations when Pulse reveals a live issue that needs triage across clients or daily performance.
- Use Diagnostics when Pulse suggests a structural account problem that needs a deeper audit.
- Use Trajectory or Composer only after Pulse has helped you understand the performance context.
- Do not over-interpret missing, warming-up, or locked states. They usually mean sync coverage or range availability needs attention.
- Confirm external business facts before acting on product findings, especially inventory, margin, promotion schedule, and fulfillment constraints.
Common Questions
Why is my range locked?
The brand is likely on mini sync, which supports up to 14 days in Pulse. Use 7D or 14D, or run a full sync for longer history.
Why is compare disabled?
On a 14-day mini-sync window, Pulse does not have enough synced history to create a clean previous matching range.
Why do Audience and Products load when I open them?
Pulse fetches those tabs on demand so the default Revenue tab stays fast and the app does not request heavier insight data until needed.
Why do numbers differ from Klaviyo or Shopify?
Check timezone, attribution model, reporting window, synced coverage, refunds, and whether you are comparing attributed revenue to total commerce revenue.
What does warming up mean?
Pulse does not yet have enough ready data for that range or tab. Refresh after sync completes or choose a supported range.
Should I use Pulse or Horizon for reporting?
Use Pulse for detailed performance reads. Use Horizon for leadership-level visibility across accounts and higher-level direction.