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Embedded Dashboards
The Analytics for Loyalty app includes dashboards that Salesforce admins can embed in specific Lightning Experience pages. These dashboards give detailed insights into your members’ preferences and the assistance the members recieved.
Required Editions
| Available in: Developer, Enterprise, Performance, and Unlimited Editions that have Loyalty Management enabled |
| Dashboard | Description | Page to Embed |
|---|---|---|
| Member Preferences Embedded Dashboard | Learn about members' preferred partners and products for redeeming non-qualifying points. | Embed this dashboard on a loyalty program member page. |
| Member Summary Embedded Dashboard | Get immediate insights into modifications by agents, by transactions, by points accrued, by points redeemed, by reasons for point adjustments, and by member ranking. | Embed this dashboard on a loyalty program member page. |
| Member CSAT Dashboard | Get an insight into your customer satisfaction based on the Customer Satisfaction (CSAT) score. | Embed this dashboard on a loyalty program member page. |
| Member NPS Dashboard | Monitor your customer's loyalty based on their Net Promoter Score (NPS). | Embed this dashboard on a loyalty program member page. |
| Program Satisfaction Dashboard | Get insight into your customer satisfaction based on their NPS and CSAT scores. | Embed this dashboard on the home page. |
| Program Manager Home Dashboard | Monitor the performance of your loyalty program based on membership trends, transactions, revenue, and liability. | Embed this dashboard on the home page. |
| Member Services Manager Home Dashboard | Track the performance of your agents based on the number of members assisted, customer satisfaction scores, and modifications. | Embed this dashboard on the home page. |
| Program Overview (Lite) Dashboard | Get instant insight into your loyalty program. | Embed this dashboard on the home page. |
| Promotion Performance Dashboard | Track the performance of the promotions based on the spend, revenue, and engagement metrics. | Embed this dashboard on the home page. |
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