Analyze your loyalty programs using several new dashboards in Tableau Next. Tableau Next delivers the high performance and advanced capabilities needed to process large member bases and transaction volumes. These dashboards were previously available only in CRM Analytics.
Where: This change applies to Lightning Experience in Enterprise, Performance, Unlimited, and Developer editions with Loyalty Management.
Why: Each dashboard provides insights into a different aspect of your loyalty programs.
In-App dashboards:
- Loyalty Member Services Dashboard: Get actionable insights into the types of assistance that you provide to loyalty members.
- Team Performance Dashboard: Track your team's performance based on factors such as the number of members assisted and customer satisfaction scores.
- Program Manager Home Dashboard: Monitor the performance of your loyalty program based on membership trends, transactions, revenue, and liability.
- Fraud Analytics Dashboard: Get insights into the member points accrued, redeemed, and credited. Use this data to identify potentially fraudulent members and transactions.
Embedded dashboards:
- Member Preferences Embedded Dashboard: Learn about members' preferred partners and products for redeeming non-qualifying points.
- Member Services Manager Home Dashboard: Track the performance of your service reps based on factors such as the number of members assisted and customer satisfaction scores.
- Member Summary Embedded Dashboard: Get insights into member modifications. Filter data by agents, by transactions, by points accrued, by points redeemed, by reasons for point adjustments, and by member ranking.