Dashboard - Report

Updated at August 12th, 2026

Summary

The Program Dashboard is the primary reporting area for reviewing customer loyalty program performance. It brings together program-level KPIs, member activity, financial activity, tier movement, campaign results, period comparison, and journey performance in a single report experience.

The dashboard is organized into nine report tabs: Program Life Time, Summary, Financial Audit, Tiers, Campaign, Comparison, Journey, Members and Rewards. Each tab focuses on a different business question, such as total lifetime value, activity during a selected period, finance reconciliation, tier distribution, campaign performance, and period-over-period comparison.

Dashboard Report

Navigation: Reports > Dashboard

At the top of the Reports page, administrators can choose a dashboard template by clicking on the Change Template.

Common Dashboard Filters and Controls

Date Filter

The Date Filter allows users to view dashboard metrics for a specific time period. It supports predefined periods as well as custom relative date selections, enabling users to analyze historical, current, or future time ranges across all dashboard modules.

Date Filter Components

Date Selection

The Date field displays the currently selected reporting period. By default, the dashboard loads data for Previous 30 days.

Users can modify the reporting period by selecting one of the following tabs:

Previous
Current
Next

Previous

The Previous tab displays data for a completed period before the current date.

Users can configure the filter by specifying:

A numeric value (for example, 30)
A time interval

Supported time intervals include:

Minutes
Hours
Days
Weeks
Months
Quarters
Years

Example:

Previous 30 Days
Previous 12 Months
Previous 4 Quarters

The dashboard retrieves and displays data for the selected completed time period.

Current

The Current tab displays data for the ongoing time period.

Users can choose one of the following predefined periods:

Day
Week
Month
Quarter
Year

The dashboard automatically displays data from the beginning of the selected period up to the current date and time.

Examples:

Current Day
Current Week
Current Month
Current Quarter
Current Year

Next

The Next tab allows users to view scheduled or future data within an upcoming time period.

Users specify:

A numeric value
A time interval

Supported intervals include:

Minutes
Hours
Days
Weeks
Months
Quarters
Years

Example:

Next 30 Days
Next 6 Months
Next 1 Year

This option is primarily used for viewing future scheduled activities or projections, where applicable.

Include Today

The Include Today toggle is available when using relative date filters.

When enabled:

The current day is included in the selected date range.

When disabled:

The current day is excluded from the selected reporting period.

Example:

Previous 30 Days (Include Today = ON) includes today's data.
Previous 30 Days (Include Today = OFF) displays the 30-day period ending yesterday.

Update Filter

After configuring the required date options, click Update Filter to apply the selected filter.

The dashboard refreshes all widgets, charts, tables, and KPIs using the newly selected date range.

Purpose

The Data Range banner helps users:

Identify the earliest date for which program data is available.
Identify the latest date containing program data.
Understand the valid reporting period before selecting filters.
Avoid selecting date ranges that fall outside the available program data.

Note: The Data Range banner is informational only and does not filter dashboard data.

Dashboard results are displayed based on the date filter selected by the user.

From the Reports page, select the Dashboard to open the Program Dashboard. The Reports page displays all active reporting modules available for the selected program.

Program Life Time
Summary
Financial Audit
Tiers
Campaign
Comparison
Journey
Members
Rewards

1. Program Life Time

The Program Life Time tab shows cumulative, all-time program totals. It is useful when a client wants to understand the full scale of the program since launch, including total points earned, expired, redeemed, returned, held, interactions, revenue, current point liability, and loyalty member count.

The Data Range banner displays the available program data window. The dashboard shows data from the selected date range. Users should use this banner to understand the available data range before applying filters.

The Program Life Time tab displays the following information.

Points & Redemptions
Interactions & Finance
Members

Section	Metric / Chart	Explanation
Points & Redemptions	Total Earned Points	Total points credited to members from program launch up to the selected date.
	Total Expired Points	Total points removed from member balances due to expiry rules.
	Total Redeemed Points	Total points used by members for rewards, discounts, or redemptions.
	Total Returned Points	Points credited back due to order returns or cancellations.
	Total Hold Points	Points currently on hold for orders or activities that have not yet completed.
Interactions & Finance	Total Interactions	Total number of loyalty events or actions recorded in the program.
	Total Revenue	Cumulative purchase revenue calculated from eligible purchase transactions.
	Current Points Balance	Live outstanding point balance across the program. This value ignores the date filter.
	Average Revenue per Member	Average revenue generated by purchasing members.
Members	Total Loyalty Members	Current count of opted-in loyalty members for the selected site. This is a live value.
Members	Total Unique Members	Total number of unique loyalty members in the program as of the run date, excluding deleted members.

2. Summary

The Summary tab provides period-based performance. It is the main tab for monthly or quarterly business reviews because it combines points, interactions, revenue, member growth, purchasing behavior, and action-level trends for the selected date range.

The Summary tab displays the following information.

Points & Redemptions
Interactions & Finance
Members
Orders
Interactions

Summary tab showing KPIs, member charts, and interaction frequency charts.

Summary tab continued with order and interaction trend charts.

Section	Metric / Chart	Explanation
Points & Redemptions	Total Earned Points	Points earned during the selected period.
	Total Expired Points	Points expired during the selected period.
	Total Redeemed Points	Points redeemed during the selected period.
	Total Returned Points	Points returned or credited back during the selected period.
	Total Hold Points	Points on hold for pending orders or actions during the selected period.
Interactions & Finance	Total Interactions	Total loyalty transactions or interactions during the selected period.
	Total Net Points	Net points movement during the selected period. This equals credit points minus debit points.
	Total Revenue	Net purchase revenue during the selected period.
	Current Points Balance	Live outstanding program balance. This ignores the selected date range.
Members	Total Loyalty Members	Current opted-in loyalty member count.
	Total Members Joined	Members who joined the loyalty program during the selected date range.
	Total Active Members	Members who performed at least one eligible activity during the selected period.
	Active Members %	Percentage of loyalty members who were active in the selected period.
	Member Opt-In Volume	Line chart showing member sign-ups over time based on the selected time grouping.
	Member Frequency of Action	Bar chart showing how often members performed actions in the selected period.
Orders	Average Basket Size	Average number of products in each order after returns and cancellations.
	Average Frequency of Purchase	Average number of purchases per purchasing member.
	Average Order Value	Average revenue per order.
	Average Product Value	Average value of product lines sold.
	Order Volume	Line chart showing order count over time.
	Order Revenue	Line chart showing revenue over time.
Interactions	Interaction Volume	Line chart showing total interactions over time.
	Interaction Net Points	Line chart showing net point movement over time.
	Interaction Volume by Action	Bar chart showing the number of interactions for each action type.
	Interaction Net Points by Action	Bar chart showing points generated or consumed by each action type.

3. Financial Audit

The Financial Audit tab provides a reconciliation-focused view of program activity. Finance teams can use it to audit transaction volume and net point movement by action and month.

Financial Audit tab showing the Financial Audit Report Pivot Table.

The Financial Audit Report Pivot Table includes a Grand Total row, Action-level subtotals, Month-level rows, Transaction volume, and Net Points. The table shows actions such as Manual Credit/Debit, Campaign Benefit, and Points Expired, with transaction volume and net point totals for each month. The table is scrollable and supports multiple rows when many action types are present.

Column	Description
Action	Displays the action type or action name used for the transaction grouping.
Month	Displays the month or subtotal row for the selected action.
Transaction Volume	Displays the number of transactions for the selected action and month.
Net Points	Displays credit points minus debit points for the selected action and month. Negative values indicate point reductions such as expiry or debit actions.

4. Tiers

The Tiers tab shows member distribution across tier levels and movement between tiers. Use this tab to understand whether members are progressing through the loyalty structure and whether tier thresholds are driving engagement.

The Tiers tab displays the following information.

Tiers Overview
Tier Movements
Loyalty Members by Tier

Section	Metric / Chart	Explanation
Tiers Overview	Tier Purchase Summary Table	Displays tier name, total active members, total orders, average order revenue, average basket size, average orders per user, and average product revenue for each tier.
Tier Movements	Tier Upgrade Movement	Sankey diagram showing members moving from a lower tier to a higher tier within the selected period.
Tier Movements	Tier Downgrade Movement	Sankey diagram showing members moving from a higher tier to a lower tier within the selected period.
Loyalty Members by Tier	Current Member Tier Volume Bar	Bar chart showing the current count of loyalty members in each tier.

Tier Table Explaination

Tier Table Column	Description
TierName	The name of the tier, such as H-D Membership, Rider Pass, Harley Owners Group, or Access Pass.
TotalActiveMembers	Number of active members currently associated with that tier.
TotalOrders	Total orders associated with members in the tier.
AvgOrderRevenue	Average revenue generated per order for the tier.
AvgBasketSize	Average number of items per order for the tier.
AvgOrdersPerUser	Average number of orders per member in the tier.
AvgProductRevenue	Average product revenue for the tier.

5. Campaign

The Campaign tab measures performance for a selected campaign. A campaign must be selected from the Campaign Name filter before reviewing the cards and charts. Campaign metrics are based on the selected campaign and its configured campaign dates.

The Campaign tab displays the following information.

Campaign Overview
Campaign Trends
Campaign Product Details
Campaign Configuration

Campaign tab showing campaign overview, campaign trends, and top product table. Also Campaign Configuration table showing campaign setup details.

Section	Metric / Chart	Explanation
Campaign Overview	Campaign Total Transactions	Total number of transactions during the selected campaign period.
	Campaign Total Points	Total points credited or generated during the campaign.
	Campaign Total Revenue	Total revenue associated with campaign transactions.
	Campaign Average Order Value	Average revenue per campaign order.
Campaign Trends	Campaign Transaction Volume by Action Name Line	Line chart showing campaign transaction volume over time by action name.
Campaign Trends	Campaign Order Revenue by Action Name Line	Line chart showing order revenue over time by action name.
Campaign Product Details	Campaign Top Product Table	Displays product-level value and quantity for products associated with the campaign.
Campaign Configuration	Campaign Configuration Table	Displays campaign setup details such as campaign ID, name, start date, end date, active status, and description.

Campaign Configuration Table Fields:

Campaign Configuration	Description
campaign_id	Unique identifier of the campaign.
name	Campaign name configured in the program.
start_date	Campaign start date and time.
end_date	Campaign end date and time.
is_active	Indicates whether the campaign is currently active.
description	Campaign description, where available.

6. Comparison

The Comparison tab compares the selected primary period against a comparison period. It helps users understand whether key KPIs increased or decreased between two date ranges.

Comparison tab showing primary period values, comparison period values, and percentage change.

Before using this tab, users must select Start Date, End Date, Comparison Start Date, and Comparison End Date. The dashboard displays a reminder message when any required date is missing. The image shows April 2026 as the primary period and May 2026 as the comparison period.

Metric	Description	How to read the card
Average Basket Size	Compares the average number of items per order between the two periods.	A positive percentage indicates larger baskets in the primary period; a negative percentage indicates smaller baskets.
Average Frequency of Purchase	Compares how often purchasing members bought during the two periods.	A positive change means buyers purchased more often.
Average Order Value	Compares average spend per order.	A positive change means each order generated more revenue on average.
Average Spend per Active Member	Compares average revenue per active purchasing member.	A positive change means active buyers spent more overall.
Total Interactions	Compares all loyalty interactions between the two periods.	A positive change indicates higher overall program engagement.
Total Revenue	Compares purchase revenue between the two periods.	A positive change indicates higher revenue in the primary period.
Total Redeemed Points	Compares points redeemed by members.	A positive change indicates higher redemption engagement.
Total Expired Points	Compares points expired.	A higher value may indicate more unused points expiring.
Total Members Joined	Compares new member joins.	A positive change indicates stronger acquisition during the primary period.
Total Earned Points	Compares points earned.	A positive change indicates more earning activity.
Total Returned Points	Compares points returned due to returns or cancellations.	A positive change may indicate increased returns or cancellations.

7. Journey

The Journey tab provides a summary of all configured customer journeys within the selected site. It helps users evaluate how members progress through journeys by showing the total number of members who entered each journey, how many successfully completed it, the completion percentage, and the average time taken to complete.

Journey Summary Table

The Journey Summary Table displays performance metrics for every configured journey within the selected site.

Column	Description
Journey Name	Displays the name of the configured journey. Each row represents an individual journey available in the selected site.
Total Journeys	Displays the total number of members who entered the journey during the selected date range. This represents all journey starts regardless of whether the journey was completed.
Total Completed Journeys	Displays the number of members who successfully completed the journey within the selected date range.
% Complete	Displays the journey completion rate as a percentage. It is calculated by comparing the number of completed journeys against the total journeys started. A higher percentage indicates better member progression through the journey.
Avg Days To Complete	Displays the average number of days taken by members to complete the journey. This metric helps evaluate the effectiveness of the journey timeline and whether members complete the journey within the expected duration.

Journey Node Completion Rate

The Journey Node Completion Rate chart displays the percentage of members who completed or did not complete each node in the selected journey. It helps identify member progression and potential drop-off points.

Chart Details

Status	Description
Completed	Members who successfully completed the corresponding journey node.
Not completed	Members who reached the corresponding node but did not complete it.

Node Completion Rate

Each horizontal bar represents a journey node and is divided into Completed and Not completed portions. The percentage indicates the proportion of members who completed the node.

A higher completion rate indicates stronger member progression, while a lower rate may indicate a potential drop-off or incomplete activity.

Example

For the displayed journey:

Open to all - One time only: 100% completion.
Complete Profile: 35.7% completion.
Add your birthday: 46.9% completion.
Add your phone number: 85.4% completion.
Add your zip code: 94.6% completion.
Squad Certified: 35.7% completion.
End: 35.7% completion.

The chart can be used to compare node performance and identify potential areas of member drop-off.

Journey Node Breakdown (table)

The Journey Node Breakdown table provide a detailed view of member progression across each node in the selected journey.

Column	Description
Node	Displays the name of the journey stage, activity, milestone or end point.
Type	Displays the node type such as start, entry, group, sub-task, goal, and end.
Share %	Displays the percentage of journey users associated with the node.
Users	Displays the number of users associated with the node.
Movement	Displays the change in user count between applicable journey stages, helping identify progression or drop-off.

8. Members

The Members tab provides insights into member acquisition, engagement, reward participation, points activity, and returns or cancellations. It helps users understand the overall health of the loyalty program by showing how members interact with the program during the selected reporting period.

The displayed metrics are based on the selected Date Range filters. The Members (as at End Date) tile uses the End Date filter to display the cumulative membership count up to that date.

Members tab showing membership growth, member activity, reward participation, points activity, and returns/cancellations.

Membership Overview

The Members tab displays the following information.

Membership Growth
Member Activity
Points Activity
Reward Activity
Returns & Cancellations

Section	Metric	Explanation
Membership Growth	New Members	Displays the number of members who joined the loyalty program during the selected date range. For implicit programs, members are counted from their registration date. For opt-in programs, members are counted from the date they opted in.
Membership Growth	Members (as at End Date)	Displays the cumulative number of members in the loyalty program up to the selected End Date. This metric represents the total membership size at a specific point in time rather than within the selected reporting period.
Member Activity	Active Members	Displays the number of distinct members who performed at least one loyalty activity during the selected period, such as earning or redeeming points. Automatic point expiry events are excluded.
	Non Active Members	Displays the number of members who had no loyalty activity during the selected reporting period. This value represents the difference between total members and active members.
	Optout Users	Displays the number of members who are currently opted out of the loyalty program.
Points Activity	Members - Earned Points	Displays the number of distinct members who earned points during the selected period. This metric counts members, not the total number of points earned.
Points Activity	Members - Manual Points	Displays the number of distinct members who received manual point adjustments during the selected period, including administrator credits or debits.
Reward Activity	Members - Earned Reward	Displays the number of distinct members who claimed a reward during the selected period.
Reward Activity	Members - Used Reward	Displays the number of distinct members who redeemed or used a claimed reward during the selected period.
Returns & Cancellations	Members - Full Return	Displays the number of distinct members who returned all items from an order during the selected period.
	Members - Partial Return	Displays the number of distinct members who returned only some items from an order during the selected period.
	Members - Full Cancel	Displays the number of distinct members whose complete order was cancelled during the selected period.
	Members - Partial Cancel	Displays the number of distinct members whose order was partially cancelled during the selected period.

9. Rewards

The Rewards tab provides insights into reward redemption activity across the loyalty program. It helps users understand redemption trends over time and evaluate reward performance by showing redemption counts, points used, participating members, and reward status.

The displayed information is filtered by the selected Date Range, Time Grouping, and Reward Name filters.

Rewards tab showing redemption trends and reward performance summary.

The Rewards tab displays the following information.

Redemption Trends
Reward Performance

Section	Metric / Chart	Explanation
Redemption Trends	Redemptions Over Time	Line chart displaying the number of reward redemptions over the selected reporting period. Results can be grouped by Day, Week, or Month using the Time Grouping filter to identify redemption trends and seasonal patterns.
Reward Performance	Redemptions by Reward	Displays redemption statistics for each reward, including total Redemptions, Points Used, Members, Claimed, Used, and Expired values. Rewards without an associated reward name are displayed as No reward attached.

Redemption by reward is explained in detail below

Column	Description
Reward Name	Displays the name of the reward associated with the redemption. If no reward is linked, the value is displayed as No reward attached.
Redemptions	Displays the total number of reward redemption transactions.
Points Used	Displays the total number of loyalty points redeemed for the reward.
Members	Displays the number of distinct members who redeemed the reward.
Claimed	Displays the number of rewards that have been claimed by members.
Used	Displays the number of claimed rewards that have been successfully redeemed or used.
Expired	Displays the number of claimed rewards that expired before being used.

Key Terms Reference

Term	Meaning
Loyalty Member	A member who is currently opted in to the loyalty program.
Interaction / Transaction	Any recorded loyalty activity, such as purchase, reward, referral, expiry, or manual adjustment.
Action	The configured activity type associated with a transaction.
Earned Points	Points credited to a member for eligible activity.
Redeemed Points	Points used by a member for a reward or benefit.
Expired Points	Points removed because they passed the configured expiry period.
Returned Points	Points credited back due to returns or cancellations.
Hold Points	Points waiting to be released after an order or transaction is completed.
Net Points	Credit points minus debit points for a selected period.
Current Points Balance	Live outstanding point balance across the program.
Segment	A filtered group of members based on configured criteria.
Tier	A membership level used to classify members based on loyalty rules.
Campaign	A configured loyalty promotion or campaign used to drive activity.
Journey	An automated flow that guides members through a series of steps or milestones.
Comparison Period	The second date range used to benchmark the primary date range.

FAQs

Business Question	Recommended Tab
What is the total lifetime scale of the loyalty program?	Program Life Time
How did the program perform this month or quarter?	Summary
How can finance reconcile points by action and month?	Financial Audit
How many members are in each tier and how are they moving?	Tiers
How did a campaign perform?	Campaign
How did this period perform compared with another period?	Comparison
How are members progressing through automated flows?	Journey
How many members are enrolled in the loyalty program, and what is their current engagement status?	Members
How many rewards have been issued, redeemed, and remain outstanding?	Rewards

Filter / Control	Description	Behavior
Dashboard Template	Selects the dashboard template, such as System Default.	Changes the layout or saved dashboard configuration shown to the user.
Mark as Default	Saves the selected dashboard template as the user default.	The selected view opens by default the next time the user accesses the dashboard.
Date / Previous 30 Days	Sets the reporting period. Info: Detailed information about the date filter is provided below this table.	Most cards and charts are recalculated for the selected date range. Live cards ignore this filter.
Action	Filters the report by a selected action type.	Used mainly on Summary and Comparison views to narrow interaction and points metrics.
Time Grouping	Groups trend charts by day, week, month, or another configured period.	Changes the x-axis grouping used in line charts and trend views.
Segment	Filters results by member segment.	All applicable metrics are recalculated for only the selected segment.
Campaign Name	Selects a specific campaign for the Campaign tab.	Campaign metrics populate based on the selected campaign and its configured dates.
Start Date and End Date	Primary reporting period for the Comparison tab.	Used as the base period for comparison cards.
Comparison Start Date and Comparison End Date	Comparison period used in the Comparison tab.	Used to calculate variance and percentage change from the comparison period.
Download icon	Exports or downloads dashboard data where available.	Used to download chart or report results for further review.

Summary

Dashboard Report

Common Dashboard Filters and Controls

1. Program Life Time

2. Summary

3. Financial Audit

4. Tiers

5. Campaign

6. Comparison

7. Journey

8. Members

9. Rewards

Key Terms Reference

FAQs

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