Loyalty Management embedded dashboards are data visualizations integrated directly into
record pages, with each dashboard designed to be added only to specific, relevant pages. They
surface contextual, filtered insights alongside daily operational tasks without requiring
navigation to a separate analytics hub.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited,
and Developer Editions with Loyalty Management |
- Promotion Performance Left Embedded Dashboard in Tableau Next
Evaluate promotional product sales impact and engagement by tracking key performance metrics, including total revenue, transaction volume, member participation, and customer participation. Use the Product Leaderboard to compare individual products across revenue generated, transaction counts, and participant breakdowns.
- Promotion Performance Right Embedded Dashboard in Tableau Next
Track a promotion’s performance, duration, and financial liability. Toggle views to analyze the performance by revenue, transaction, and order metrics. Monitor campaign duration and elapsed time across the promotion’s active dates.
- Member Preferences Embedded in Tableau Next
Learn about members' preferred partners and products for redeeming non-qualifying points. Filter performance views by duration and non-qualifying currency to isolate specific datasets. Analyze redemption activity to compare non-qualifying points redeemed against transaction volumes.
- Member Services Manager Home in Tableau Next
Track the performance of your service representatives based on the number of members assisted, customer satisfaction scores, and modifications. Filter performance views by duration, currency name, and program to isolate specific datasets.
- Member Summary in Tableau Next
Use the Member Summary tab to evaluate individual member loyalty engagement and financial activity. Assess member ranking using percentile baselines, track total revenue and transaction volumes over time, and compare monthly accrued versus redeemed reward points. Use the Service Summary tab to monitor service-driven point adjustments.
