You are here:
Loyalty Program Performance Dashboard
Track critical loyalty metrics, including points, revenue, and tiers. Measure the financial impact of accrued, redeemed, and expired non-qualifying points (NQPs) and monitor the overall points balance. Filter the view by program, tier group, currency, and activity date to isolate specific data sets. Gain targeted insights into key performance indicators for member acquisitions, member engagement, partners and products, and locations.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Loyalty Management |
Here’s the list of metrics available on the dashboard.
| Metric | Description |
|---|---|
| Accrued Points | The total points credited from accruals and manual points adjustments. |
| Redeemed Points | The total number of debited points. |
| Expired Points | The total number of expired redeemable points. |
| Points Balance to Date | The total number of points available for redemption. |
| New Members | The total number of loyalty program members enrolled during the specified period. |
| Accrued Revenue | The total revenue from all processed transactions. |
| Referrals | The count of loyalty program members referred by another member or party during the specified period. |
| New Members with 0 Transactions | The total number of new loyalty program members with no recorded transactions during the specified period. |
| Referrers | The count of loyalty program members who referred at least one new member during the specified duration. |
| New Members with One Transaction | The total number of new loyalty program members with exactly one recorded transaction during the specified period. |
| Products & Categories | The count of products and categories involved in redemption transactions. |
| Members with Expired NQP | The count of loyalty program members whose non-qualifying points expired during the specified duration. |
| Redemption Rate | The ratio of total redeemed points to total accrued points during the specified period. |
| Transactions | The total number of processed accrual and redemption transaction journals. |
| Partners | The total number of loyalty program partners involved in processed redemptions. |
| Accrual Transactions | The total number of transaction journals with the Accrual journal type. |
| Expired Points | The total number of expired redeemable points. |
| Referrer to Referral Ratio | The ratio of total referrers to the total number of referrals during the specified period. |
| Members with Transactions | The count of loyalty program members who have at least one qualifying processed transaction during the specified period. |
| Redemption Transactions | The number of transaction journals with the Debit type. |
| Inactive Members | The number of loyalty program members inactive during the specified duration. |
| Inactive Member Percentage | The percentage of loyalty program members inactive during the specified duration. |
| Transaction Frequency | The median number of days between transactions across all loyalty members for the specified duration. |
| Transactions | The number of processed transactions aggregated by location. |
Did this article solve your issue?
Let us know so we can improve!
