Summary

• Dashboards show you information about your product's performance, consumer sentiment, and potential buyer engagement at a glance.
• Dashboard reporting offers a data-rich interface for analysing trends in product review and seller ratings.
• They enable you to evaluate review volume and trends.

The following reporting dashboards are available with your annex cloud platform:

• Finance Summary 
• Membership Summary
• Points and Redemption
• Tier Distribution
• Top Rewards
• Top Actions

Navigation: Reports > Dashboard

• Once you click View Dashboard then the following page is displayed:
   

Finance Summary

• A financial Summary report is an informational document about the financial performance of a loyalty program, which includes an Average Order Value, Revenue, Frequency of Purchase, and Average Revenue Per Member over the last 30 days or 60 days duration.
• The finance summary card shows purchase-related metrics for members and non-members (when applicable) in the loyalty program within the selected date range for the dashboard.
• The report aids in member experience analysis, gathering, and synthesizing.
• You can get a summary of key actions, rewards, and membership statistics by clicking on the export and choosing the Summary Export option.

• Average Order Value: Average number of orders received by the user. 

Revenue / Unique Order Count

• Revenue: Revenue obtained from the selling of products of the loyalty program.

SUM (Unit Price * (Order Quantity - Return Quantity - Cancel Quantity) - Product Discount)

• Frequency of Purchase: How frequently the loyalty products are purchased.

Order Count / Count of Unique Members with an order

• Average Revenue Per Member: Calculating the revenue generated through each member.
• Lift: It is the difference between Member and Non-Member metrics values.

Lift = Member metrics Value - Non-Member metrics Value

Revenue / Count of Unique Members with Purchase

Clicking on the View Record button will redirect the user to Order Report with additional details.

Membership

• Membership Summary card shows total loyalty members in the program, as well as new and active members in the loyalty program for the selected date range.
• Members report allows you to view all the new members and non-members created in intervals, and the status of current points.
  

Click on View Record which redirects users to the Member Report with additional details.

Below is the calculation logic for the metric shown in this card.

• Total Loyalty Members: Count of users who has an opt-in status of "Yes" as of current date-time,
• New Members: Count of users with opt-in status of "Yes" for the selected date range.
• New Member Growth: New Members / Total Loyalty Members.
• Active Members: Count of users with opt-in status of "Yes" and at least one non-points expiration-related activity during the selected date range.
• Member Participation: Active Members / Total Loyalty Members.

Points & Redemption

Points & Redemption card shows the total earned, redeemed, hold points, returned points, and expired points during the selected date range. The chart shows point redemption and expiration rates for a rolling 12-month period.

• Both returned points and hold points are displayed on multi-template and Multi-Point Bucket (MPB) enabled sites.
  
• Earned Points: SUM of all credit points awarded during the selected date range.
• Redeemed Points: SUM(debit - credit) points for action 107 (redemption) and action 154 (redemption credit) during the selected date range.
• Expired Points: The total sum of debited points associated with Action ID 106 (Points Expiration) and Action ID 192 (Member Inactive) within the specified date range.
• Hold Points:
  • The total of all the hold points against orders, non-purchase actions, tiers, action series, campaign benefits, and other bonuses in a loyalty program are displayed.
  • Essentially, the total number of actions displayed in the hold points report is displayed under the hold points parameter in the dashboard by adding their points together.
  • Hold points are recalculated and displayed after performing partial ship, partial return, partial cancel, full ship, full return, full cancel, and add items API events.
  • Hold points work with different types of limits set at the purchase level, tier level, and campaign level.
  • Hold points consider multiple-point ratios when applied to an order or product.
  • Ex: Purchase Ratio, Product Ratio, Transaction Types Ratio, Campaign Ratio, and Tier Ratio
• Returned Points:
  • Display the total of all the returned points (partial return and full return) against all the orders in a loyalty program. Standard Action ID 148 denotes returned points in a loyalty program.
  • These returned points can be validated using the interaction report for the same date range.
  • Returned points are recalculated and displayed after performing partial return, full return, and add item API events.
• Current Balance: SUM(debit - credit) for all actions as of the last date of the selected date range.
• Redemption Rate: Redeemed Points / Earned Points
• Expiration Rate: Expired Points / Available Points

Click on View Record which redirects users to the Member Report with additional details.

Tier Distribution

• Tier Distribution shows how loyalty members are distributed amongst the tiers in a loyalty program by count and percentage.
• It has been further categorized into two tabs, Date Range and Overall.

Date Range

Select the date range for which you want to view the Tier Distribution of a live program. If you specify a date range such as May 1, 2023, to May 30, 2023, the Member Count for that period will be shown for all loyalty members. When you hover over the information icon, a tooltip appears explaining the Date Range.

Overall

• Displays the tier earned count of all the loyalty program members, regardless of the date range selected. It displays the earned tier count for all the loyalty members in real-time. When hovering over the information icon after selecting overall, a tooltip is displayed explaining Overall.
  

Click on View Records which directs you to the specified URL: Tier - Report. This URL contains additional information and details about the tier count and loyalty program.

Top Actions

• The Top Action card shows the actions performed during the selected date range.
• The Top Actions report shows the real-time status of all the activities of members. The activity can be of any type - credit or debit
  

Click on View Records which redirects users to the All Interactions - Report with additional details.

Top Rewards

The top Rewards card shows all rewards claimed and redeemed by the loyalty members during the selected date range.

Click on View Records which redirects users to the Reward Reports with additional details.

• All details related to member activity can be downloaded using the export option.\
  
• Click on Export, fill in the required details in the pop-up box, such as the date range and email ID, and then click Export again. The report will be generated and sent to the specified email address.
  
• In a few minutes, the specified email addresses receive an email with a link to download the export file. Click the link and download the report data in Excel format.

The following are the fields in the exported dashboard report:

Points Summary:

1. Create an Account: Points awarded for registering a new account.
2. Join Rewards Program: Points earned when joining the rewards program.
3. Purchase: Points given for completing a purchase.
4. First Time Purchase Bonus: Additional points awarded for making the first purchase.
5. Twitter Share: Points earned for sharing content on Twitter.
6. Instagram Connect: Points gained for connecting an Instagram account.
7. Review: Points awarded for submitting a review.
8. Return: Points subtracted for returning a product.
9. Referral Signup: Points earned when a referred member signs up.
10. Connect With Hashtag: Points awarded for connecting via a specific hashtag.
11. Referral Purchase Points: Points earned from purchases made by referred members.
12. Survey Bonus: Points granted for completing a survey.
13. Campaign Benefit: Points awarded through participating in a promotional campaign.

Rewards Summary:

1. Reward: General rewards granted for program participation or actions.
2. Customer Experience Survey Reward: Points or rewards given for completing a customer feedback survey.
3. Holiday Discount: Discount offered during holiday promotions.
4. 15% Off: A 15% discount applied to a purchase.
5. $5.00 off purchase: $5 discount applied to a purchase.
6. $3 Off for 30 Points: Discount of $3 for redeeming 30 points.
7. Blue Tier: A membership level or tier in the rewards program, typically offering special benefits.
8. Welcome Award: A special reward or bonus offered to new customers or members.
9. Free Koozie: A free koozie given as a reward for specific actions or purchases.

Members Summary:

1. New Members: The number of new members who joined the program.
2. New Nonmembers: The number of new members who are not yet members of the program.
3. Members that Earned Points: The number of members who earned points during a specified period.
4. NonMembers that Earned Points: The number of nonmembers who earned points, typically through actions like referrals or purchases.
5. Members that Earned Reward: The number of members who earned a reward based on their activity.
6. Members that Used Reward: The number of members who redeemed their earned rewards.
7. Active Members: The number of members actively engaging with the program or making purchases.
8. Non Active Members: The number of members who are not actively engaging with the program.
9. Used Points: The total points used by members to redeem rewards or discounts.
10. Members that received Manual Points: The number of members who were manually credited points, possibly as part of a special promotion or adjustment.
11. Members with Full Return: The number of members who made full returns, potentially affecting their points or rewards.
12. Members with Partial Return: The number of members who made partial returns, with a partial impact on points or rewards.
13. Members with Full Cancel: The number of members who canceled their orders completely, potentially affecting their rewards or points.
14. Members with Partial Cancel: The number of members who partially canceled their orders, impacting their rewards or points to a lesser extent.