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User Guide
User Guide
  • Welcome to Open Loyalty!
  • What's New
    • 2024
    • 2023
    • 2022
  • What's Next
  • Technical Guide
  • Main Features
    • Global Management
      • Analytics
      • Settings
      • Config Duplication
      • Usage
    • Dashboard
      • General Overview
      • Units Wallet Overview
      • Additional Metrics
      • Members by Tiers
    • Members
      • Member List
        • Configuration
        • Creating Members
        • Managing Members
        • Removing Members
      • Segments
        • Creating Segments
        • Managing Segments
        • Segment Conditions
      • Referred Members
    • Campaigns
      • Creating Campaigns
        • Return Campaign
        • Referral Campaign
        • Time-Based Campaign
        • Redemption Code Campaign
        • Internal event - Achievement progressed
        • Percent value distribution
      • Managing Campaigns
      • Campaign Simulation
      • Follow-up Campaigns
    • Custom Events
      • Custom Event Schemas
    • Transactions
      • Adding Transactions
      • Managing Transactions
      • Channels
    • Tiers
      • Adding Tiers
      • Managing Tiers
      • Tiers Configuration
      • Tier Benefits
    • Wallets
      • Wallet Types and Configuration
      • Unit Transfers
        • Creating Unit Transfers
        • Importing Unit Transfers
        • Managing Unit Transfers
    • Achievements
      • Creating Achievement
      • Managing Achievements
      • Follow up Achievements
    • Rewards
      • Reward List
        • Rewards Configuration
        • Creating Reward
        • Reward Types
        • Units Conversion Coupon
        • Adding Coupons
        • Reward Flow
      • Reward Fulfillment
      • Reward Categories
    • Webhooks
      • How to Configure a Webhook
      • What Triggers a Webhook
      • Expiring Notifications
    • Collections
    • Imports / Exports
      • Imports
        • Sample Import Files
      • Exports
        • UI Data Exports
        • Configuration Exports
        • S3 Bucket Exports
    • Settings
      • Roles
      • Admins
        • System Logs
      • Tenants
      • Translations
    • Expressions
      • Attributes List
      • Operators
      • Custom Functions
      • Expression Examples
      • Sample Use Cases
        • Using Member Custom Attributes
        • Complex Effects (if, else)
        • Excluding Members
        • Elapsed Time Conditions
        • Using Additional Dates for Calculations
        • Register on Birthday
        • Transaction on Birthday
        • Tier Upgrade or Downgrade
  • Sample Setups
    • Good Practices
    • Pay with Points
    • Promo and Discounts in Cart
    • Sample Campaigns
      • #1 Earn 1 point for every $1 spent
      • #2 Earn 2x points when shopping on Monday morning
      • #3 Earn 1 stamp for every transaction
      • #4 Buy product ACME 123 and earn 100 points
      • #5 Refer a friend and get 100 points
      • #6 Refer 5 friends and get a $50 off coupon for the next purchase
      • #7 Register to the program and get 50 bonus points
      • #8 Get 30 bonus points for your first transaction in the loyalty program
      • #9 Cashback campaign
      • #10 Product meets selected criteria
    • Sample Achievements
      • #1 Celebrate summer - Buy 5 times between June and August
      • #2 Place 10 Orders above 50€ - Complete 10 transactions, for more than 50€ each
      • #3 Ambitious player - Log in to the game 3 times per week for 8 consecutive weeks
      • #4 SKU 'ABC' configuration - Spend total of 100$ on products with SKU 'ABC132' in September
      • #5 Workout track -Track a workout of at least 30 minutes for 5 days in a row
      • #6 4 referees made the transactions for 2 consecutive weeks
      • #7 2 referees made a transaction configuration
  • FAQ
    • Configuration Migration
    • Custom Attributes
    • Achievements
    • GDPR
    • Opt-Out
    • Referral Programs
    • Returns and Cancellations
    • Timezones
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On this page
  • General overview
  • Analytics - previous period comparison
  • Registered Members
  • Active Members
  • Revenue
  • Avg. Spending
  • Transactions
  • Avg. Transaction Value
  • Avg. Number of Transactions

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  1. Main Features
  2. Dashboard

General Overview

The dashboard is the first page that appears when you log in to the Admin panel. The dashboard gives an overview of the members' activity in your loyalty programs.

Last updated 11 months ago

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General overview

The dashboard provides a general overview of the specific . To see data for other tenants, you can change the view under the logo in the upper left corner.


Analytics - previous period comparison


Registered Members

The number of loyalty program members who activated their account during a given period - is calculated for the period selected in the filters:


Active Members

Total number of active members on the last day in the set date range. Data range can be configured in the General settings:

The configuration in the settings determines the total number of active members on the last day within the given date range. The activity of these members is recalculated under two circumstances:

  1. Real-time Recalculation: The activity of members is recalculated every 60 seconds whenever there's a new activity, like a new transaction. This ensures that the count of active members stays up-to-date as members engage with the system.

  2. Daily Recalculation: Additionally, activity is recalculated once a day. This daily recalibration considers any changes in the activity configuration specified in the settings. The previously calculated active member count will not change.


Revenue

The total value of transactions registered in the loyalty program (linked to a member's profile) during a given period (including returns):


Avg. Spending

The average value of spending per loyalty program member during a given period (calculated for the number of loyalty program members with whom at least one transaction was linked in the given time):


Transactions

The total number of transactions registered in the loyalty program (linked to a member's profile) during a given period (including returns). The date of purchase in the analytical module is considered as the transaction registration date:


Avg. Transaction Value

The average value of transactions realized during a given period, including returns:


Avg. Number of Transactions

The average number of transactions per loyalty program member is calculated for a given period (calculated for the number of loyalty program members with whom at least one transaction was linked in the given period):

There is a dashed line representing the previous period for the following reports: General overview, , and Campaign overview.

Units Wallet Overview