General Platform Setup
Lay the foundation for accurate data, smooth team collaboration, and a fully branded client experience.
Connect Your Clients – Import clients on the Manage Accounts page to automatically backfill historical order and revenue data.
Align Attribution Settings – Match Hiro attribution windows with your Klaviyo settings for reporting accuracy. Learn more →
Filter out Subscription Revenue - Filter unwanted orders out of your attribution data (e.g. recurring subscription revenue, draft orders, POS). Learn more →
Add Your Team – Control team access for specific clients or give agency-wide access as needed. Learn more →
Apply Agency Branding – Customize dashboards and reports with your logo and colors for a polished, on-brand experience.
Integrations & Tracked Metrics
Bring all your retention data into one place for a complete view of what drives client growth.
Connect Additional Email/SMS Platforms – Integrate tools like Attentive, Yotpo, Postscript, Omnisend, or Sendlane so everything lives in one dashboard.
Connect Claude with the Hiro MCP Beta - Access your client data, get AI-assisted insights, and automate your reporting workflow end to end. Learn more →
Set Up Tracked Metrics – Track advanced metrics like Subscriptions Started or Reviews Submitted for deeper retention insights beyond revenue. Learn more →
Explore Hiro Dashboards
Go from high-level snapshots to deep-dive analytics to uncover opportunities for optimization.
Agency Performance Dashboard – Assign account managers, select KPIs, and filter views for a quick performance summary across all accounts.
Performance Snapshot – View top-line revenue and engagement across email/SMS, campaigns, and flows for each client.
Campaign Deep Dive – Compare campaign performance period-over-period to refine your strategy.
Campaign Creative View – Identify high-performing design trends and content styles so you can double down on what works.
Campaign Tag Analysis – Analyze performance by campaign type or topic to guide future planning.
Send Time Analysis – Identify the best times to send emails or SMS for maximum engagement.
Flow Deep Dive & Tagging – Evaluate flows at the message level and tag them for performance comparisons. Learn more →
Flow Maps – See every flow in your account on an interactive visual map for a quick overview of your lifecycle messaging. Learn more →
Cohort Views –
Prospect to First Purchase Funnel - See which offers convert first-time buyers and how quickly. Learn more →
Retention View - Understand repurchase timing to optimize your lifecycle messaging. Learn more →
Retention Deep Dive - Discover which products drive loyalty and maximize LTV. Learn more →
Segment Analysis – Compare campaign performance by audience to identify which segments drive the most engagement and revenue. Learn more →
Segment Cohorts – Understand the long-term value of a segment by tracking LTV, repeat purchases, and revenue over time. Learn more →
Reporting
Turn performance data into polished, automated reporting that showcases ROI without extra effort.
Customizable, Branded Reports – Save time with pre-built templates or design your own slides for personalized, client-ready reporting using the Report Generator V2. Learn more →
Client Dashboard – Give clients self-serve access to customizable 1-page dashboards. Learn more →
Custom Metrics Reporting – Track the advanced metrics you set up earlier across campaigns and flows to see how many of those events are directly tied to your retention efforts. Learn more →
Automations
Automate reporting and updates so insights flow consistently without manual work.
Set Up Slack Notifications – Send performance updates to internal or client-facing Slack channels. Learn more →
Schedule Exports – Automate daily, weekly or monthly performance summaries straight to your inbox from the Report Generator.
Support & Next Steps
Turn onboarding into long-term success with ongoing support and enablement resources.
Enablement Sessions – Schedule a session with our team to answer client-specific questions and explore advanced features tailored to your use cases. Find a time →
Email Assistance - Contact us at [email protected] and we'll get back to you as soon as we can!
Slack Support (for Agency Plans only) - Reach out anytime in your shared Slack channel for real-time help from the team.