Embedded Dashboards

The Analytics for Loyalty app includes dashboards that Salesforce admins can embed in specific Lightning Experience pages. These dashboards give detailed insights into your members’ preferences and the assistance the members recieved.

Required Editions

Available in: Developer, Enterprise, Performance, and Unlimited Editions that have Loyalty Management enabled

Embedded Dashboards
Dashboard	Description	Page to Embed
Member Preferences Embedded Dashboard	Learn about members' preferred partners and products for redeeming non-qualifying points.	Embed this dashboard on a loyalty program member page.
Member Summary Embedded Dashboard	Get immediate insights into modifications by agents, by transactions, by points accrued, by points redeemed, by reasons for point adjustments, and by member ranking.	Embed this dashboard on a loyalty program member page.
Member CSAT Dashboard	Get an insight into your customer satisfaction based on the Customer Satisfaction (CSAT) score.	Embed this dashboard on a loyalty program member page.
Member NPS Dashboard	Monitor your customer's loyalty based on their Net Promoter Score (NPS).	Embed this dashboard on a loyalty program member page.
Program Satisfaction Dashboard	Get insight into your customer satisfaction based on their NPS and CSAT scores.	Embed this dashboard on the home page.
Program Manager Home Dashboard	Monitor the performance of your loyalty program based on membership trends, transactions, revenue, and liability.	Embed this dashboard on the home page.
Member Services Manager Home Dashboard	Track the performance of your agents based on the number of members assisted, customer satisfaction scores, and modifications.	Embed this dashboard on the home page.
Program Overview (Lite) Dashboard	Get instant insight into your loyalty program.	Embed this dashboard on the home page.
Promotion Performance Dashboard	Track the performance of the promotions based on the spend, revenue, and engagement metrics.	Embed this dashboard on the home page.