Dashboards

Loyalty’s out-of-the-box dashboards enable marketers to get feedback on the performance of the program against target objectives. Loyalty records highly granular member data such as individual email opens and web page clicks, enabling detailed reporting and segmentation. It also aggregates activity into higher-order concepts such as cross-channel conversions, member engagement, and efficacy to facilitate insights and strategic decisions.

All dashboard panels refresh daily through a customizable refresh process, ensuring users' data is consistently up-to-date, more accurate, and timely. Some key features of this refresh functionality include configurable refresh time (during a scheduled refresh, a refresh icon will display to indicate updated data is incoming) and configurable timeout (after a 30-minute timeout, each graph will refresh automatically). After all graphs are refreshed, a success message will appear to confirm the dashboard is updated.

Loyalty Consumer Relationship Cloud’s metrics-driven approach helps to track, measure and improve the value of consumer data and business benefits associated with loyalty and engagement initiatives.

Like most features in Loyalty, access to Dashboards is controlled by a Role. In addition to the common Read, Write, and Admin privileges, the Dashboard Role Permission offers a more granular custom setting for the Read privilege. When this custom setting is enabled, a user with Read privileges can also export a Dashboard (typically, access to exports is limited to Write and Admin privileges). This custom setting is intended for use by data analysts and accountants who need to export Dashboard data, while still maintaining appropriate read-only access controls.

Configuring Dashboards

Under Analytics, Dashboards of different types, such as Summary, Membership, Frequency, and Engagement, would be present in the left side bar depending on your Loyalty Marketing Console configuration.

Use the Analytics | Settings | Dashboard screen to create, delete, or edit any Dashboards. You create a new Dashboard by specifying a Display Name and clicking on the Add button.

Labels to be specified:

  • Description. Enter a description for the Dashboard.

  • Visible. Check the box for the dashboard to be displayed on the left side bar.

  • Icon. Optionally select an icon to display on the left side bar.

  • Type. Select “Configurable” to enable editing of Dashboard.

Each Dashboard can include multiple KPI Tiles and/or Panels to visualize meaningful KPIs and data about your Loyalty Program.

Configuring KPI Tiles

KPI Tiles are tiles with the absolute value of an attribute or a metric or attribute within a specific time period. For example, it can show the “Average monthly signups in the last 12 months”.

Within each Dashboard, you can create or delete KPI Tiles by clicking on the Pencil icon on the top right corner of the Dashboard. You create a new KPI Tile by clicking on the Add KPI Tile button.

Labels to be specified:

  • Heading. Enter a label to show as the first line in the KPI Tile.

  • Subheading. Enter a label to show as the second line in the KPI Tile.

  • Icon. Optionally select an icon to display in the KPI Tile.

  • Query. Select an Analytics Query to be mapped to the KPI Tile.

  • Period. Define the time period of the data to be extracted from the Analytics Query.

  • KPI. Select the KPI from the Analytics Query.

Editing KPI Tiles

You can reorder the sequence of the KPI Tiles by clicking on the drag-handle on a row and dragging a row up-and-down in the list.

You can edit or refresh the content of any KPI Tile in the Dashboard screen by clicking on the Edit or Refresh icon on the top right of a KPI Tile. After you save your changes, the new configurable immediately becomes active and visible on your Dashboard screen.

Viewing KPI Tiles

You can view the time period that the KPI is correct as at by hovering your cursor over the KPI Tile.

Note: In order for a Query to be mapped into a KPI Tile, use the Analytic Query | KPIs screen to define one or more KPIs for the Analytic Query. Only after this is done can the Query be visible when mapping into a KPI Tile or a KPI within a Panel.

Configuring Dashboard Panels

Within each Dashboard, you can create or delete Panels by clicking on the Pencil icon on the top right corner of the Dashboard. You create a new Panel by clicking on the Add Panel button.

Labels to be specified:

  • Panel Type. Choose one of the pre-built Panel Types, such as ‘Single Chart’, ‘Single Chart with KPI’, ‘Donut Chart with KPI’, ‘Dual Chart’, ‘Dual Chart with KPI’, ‘KPI’, and ‘KPI Gauge’.

  • Heading. Enter a label to show as the first line in the Panel.

  • Subheading. Enter a label to show as the second line in the Panel.

  • Icon. Optionally select an icon to display in the Panel.

  • Grid Size. Specify whether the Panel occupies the full-width or half-width of the Marketing Console screen.

  • Chart Type. Specify how to visualize the Analytics Query data (e.g. line, spline, column, stacked column, pie, half donut, donut, and table, etc.)

  • Title. Enter a title to display on the Chart.

  • Y-Axis Title. Enter a title for the Y-Axis.

  • Query. Select an Analytics Query to be mapped to the Panel. For Panels with KPI (eg. Single Chart with KPI), another Analytics Query needs to be mapped to the KPI.

  • Color Scheme. Choose a color scheme to use for UI elements in the chart.

Editing Panels

You can reorder the sequence of the Panels by clicking on the drag-handle on a row and dragging a row up-and-down in the list.

You can edit or refresh the content of any Panel in the Dashboard screen by clicking on the Edit or Refresh icon on the top right of a Panel. After you save your changes, the new configurable immediately becomes active and visible on your Dashboard screen.

Exporting Panels

You can export a Panel into an image by clicking on the Export button on the top right of the Panel.

Note: In order for a Query to be mapped into the KPI Values in the panel types of ‘Single Chart with KPI’, ‘Donut Chart with KPI’, ‘Dual Chart with KPI’, ‘KPI’, and ‘KPI Gauge’, use the Analytic Query | KPIs screen to define one or more KPIs for the Analytic Query. Only after this is done can the Query be visible when mapping into a KPI within a Panel.