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Loyalty Management
Member Summary in Tableau Next

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.

Required Editions

Available in: Lightning Experience
Available in: EnterprisePerformance, Unlimited, and Developer Editions with Loyalty Management

We recommend that you add this dashboard to the Loyalty Program Member page, then set a filter based on Loyalty Program Member ID. See Add a Tableau Next Dashboard to a Lightning Page.

Here's the list of metrics available on the dashboard.

Metric Description
Accrued Points The total redeemable points a member accrued in the selected period.
Transactions The total number of transactions a member made in the selected period.
Redeemed Points The total points a member redeemed in the selected period.
Revenue The total transaction amount attributed to a member in the selected period.
 
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