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Loyalty Management
Loyalty Member Service Team Performance in Tableau Next

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Loyalty Member Service Team Performance in Tableau Next

Evaluate member service team efficiency, activity across establishments, and point adjustments. Filter performance views by duration, currency name, and program to isolate specific datasets. Compare establishment-level performance across two metrics such as point adjustments and member assistance. Track key performance metrics along with stacked modification type breakdowns. Analyze monthly performance trends of the selected metrics 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 Reversal The number of accrual transactions that were reversed.
Credited Points The number of points credited to members' accounts.
Debited Points The number of points debited from members' accounts.
Redemption Reversals The number of redemption transactions that were reversed.
 
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