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Loyalty Management
Loyalty Member Service Dashboard in Tableau Next

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Loyalty Member Service Dashboard in Tableau Next

Analyze service representative activity and its impact on member point balances. Filter performance views by duration, currency name, and program to isolate specific datasets. Track key indicators including members with modifications, credited points, accrual reversals, and redemption reversals. Examine point modification breakdowns by action type and category. Evaluate how these adjustments affect qualifying and non-qualifying points over time.

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
Accrual Reversals The total count of accrual reversal transactions.
Credited Points The total number of points manually credited to loyalty program member accounts.
Redemption Reversals The total count of redemption reversal transactions.
Members with Modifications The count of loyalty program members with manual point adjustments.
 
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