In-App Dashboards

You can access the in-app dashboards through Analytics Studio.

Required Editions

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

Go to CRM Analytics Studio, open your app, and click the Dashboards tab to see the list of dashboards.

Dashboards
Dashboard Description
Loyalty Program Performance Dashboard Get a detailed analysis of a loyalty program based on member acquisition, engagement, partners, products, transaction location, and member location. Know the financial impact of accrued non-qualifying points (NQP), redeemed NQP, expired NQP, and points balance.
Loyalty Member Services Dashboard Get actionable insights into the types of assistance that you provide to loyalty members.
Program Manager Home Dashboard Monitor the performance of your loyalty program based on membership trends, transactions, revenue, and liability.
Team Performance Dashboard Track your team's performance based on the number of members assisted, customer satisfaction scores, and modifications.
Member Services Manager Home Dashboard Track your member service agents’ performance based on the number of members assisted, customer satisfaction scores, and modifications.
Liability Forecast Dashboard Manage your program liability based on forecasts for the upcoming months. Learn how voucher liability, accrued non-qualifying points (NQP), redeemed NQP, and expired NQP are affecting your program liability. Use the multi-select picklist to comprehensively analyze program liability based on voucher liability and various non-qualifying points (NQP) .
Promotion Performance Dashboard Track the performance of your promotions based on the spend, revenue, and engagement metrics. Get an insight into the promotion and the promotion's impact on revenue or transaction.
Fraud Analytics Get an insight into the member points accrued, redeemed, and credited. Use this data to identify potentially fraudulent members and transactions.

Explore and Learn

Watch this video to understand how you can get the most out of the Promotion Performance Dashboard.

If you aren’t able to watch the view in full screen, open the video on a new tab: Watch video Track the Performance of Your Promotions with CRM Analytics.