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Loyalty Management
Embedded Dashboards for Loyalty Management in Tableau Next

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Embedded Dashboards for Loyalty Management in Tableau Next

Loyalty Management embedded dashboards are data visualizations integrated directly into record pages, with each dashboard designed to be added only to specific, relevant pages. They surface contextual, filtered insights alongside daily operational tasks without requiring navigation to a separate analytics hub.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management
  • Promotion Performance Left Embedded Dashboard in Tableau Next
    Evaluate promotional product sales impact and engagement by tracking key performance metrics, including total revenue, transaction volume, member participation, and customer participation. Use the Product Leaderboard to compare individual products across revenue generated, transaction counts, and participant breakdowns.
  • Promotion Performance Right Embedded Dashboard in Tableau Next
    Track a promotion’s performance, duration, and financial liability. Toggle views to analyze the performance by revenue, transaction, and order metrics. Monitor campaign duration and elapsed time across the promotion’s active dates.
  • Member Preferences Embedded in Tableau Next
    Learn about members' preferred partners and products for redeeming non-qualifying points. Filter performance views by duration and non-qualifying currency to isolate specific datasets. Analyze redemption activity to compare non-qualifying points redeemed against transaction volumes.
  • Member Services Manager Home in Tableau Next
    Track the performance of your service representatives based on the number of members assisted, customer satisfaction scores, and modifications. Filter performance views by duration, currency name, and program to isolate specific datasets.
  • Member Summary in Tableau Next
    Use the Member Summary tab to evaluate individual member loyalty engagement and financial activity. Assess member ranking using percentile baselines, track total revenue and transaction volumes over time, and compare monthly accrued versus redeemed reward points. Use the Service Summary tab to monitor service-driven point adjustments.
 
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