How to add widgets to your dashboard

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.

  1. Log into the BackOffice, and go to your Dashboard
  2. Click on the Add a Widget button. A list of available widgets will appear in the dropdown menu
  3. Select the widget you would like to add to your dashboard, and click OK 
  4. 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