The dashboard is made up of widgets, each of which can be customized to display a different KPI, date range, chart and title. Adding widgets is very easy.
- Log into the BackOffice, and go to your Dashboard
- Click on the Add a Widget button. A list of available widgets will appear in the dropdown menu
- Select the widget you would like to add to your dashboard, and click OK
- Customize your widget by selecting the chart type and date range for the data you would like to display
Once you have added a widget, you can also perform any of the following actions by clicking on the corresponding icon:
- Export: To a file (png format)
- Settings: Change the date, graphic type and widget title
- Delete: Delete the widget
- Move: Move the widget on the page
You can choose from the following dashboard widgets:
Loyalty Float Balance
- Shows the total number of loyalty points that are available for members to redeem on active and inactive cards
Member Average Spend/ Visit
- Shows the average dollar amount that members spent per visit during the selected date range.
- You can see where you were at the previous week, month and year; therefore compare with the previous week, month or year
Member Points Activity
- Show the average accumulation and the average redemption of points per day based on selected dates
Total Members
- Shows the total number of members that you have in your program to date.
- You can see where you were at the previous week, month and year; therefore compare with the previous week, month or year
- A loyalty card with at least one point-accumulation transaction counts as a member
Total Member Sales
- Shows the net dollar value of all accumulation transactions (minus cancellations) associated with your members and made during the selected period
- You can see where you were at the previous week, month and year; therefore compare with the previous week, month or year
- It excludes adjustments, which are not performed by members
Total Member Visits
- Shows the total number of accumulation transactions, including cancellations, associated with your members and made during the selected period
- You can see where you were at the previous week, month and year; therefore compare with the previous week, month or year
