---
schema_version: "1"
id: 69119272adb7ea4a91ac09d35438381ca91bce4a2c96f48ab5cb9187fe8af23e
title: Embedded Dashboards for Loyalty Management in Tableau Next
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/loyalty_tableau_next_embedded_dashboards.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.loyalty_tableau_next_embedded_dashboards.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fb6cd4d9dd64c4f6499f23e26bd0bdde931ec17987b4e60e325bfd9093d34126
description: 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.
products:
  - Loyalty Management
release: "264"
---
# Embedded Dashboards for Loyalty Management in Tableau Next

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

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>,&nbsp;<strong>Performance</strong>, <strong>Unlimited</strong>, and&nbsp;<strong>Developer</strong>&nbsp;Editions with Loyalty Management</td></tr></tbody></table>

- **[Promotion Performance Left Embedded Dashboard in Tableau Next](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_tableau_next_promotion_performance_left_embedded.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_tableau_next_promotion_performance_right_embedded.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_tableau_next_member_preferences_embedded.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_tableau_next_member_services_manager_home.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=xcloud.loyalty_tableau_next_member_summary_embedded.htm&release=264.0.0&type=5)**  
    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.