Loyalty Insights
Loyalty Insights (formerly Loyalty Analytics) is the reporting and analytics module. It turns raw loyalty data into actionable knowledge: program health, campaign performance, partner ROI, retail category analysis, and data quality monitoring.
The module is organized into six sections that mirror the key analytical needs of a loyalty program team.
| What you can do with Loyalty Insights |
|---|
| → Track total points issued vs. redeemed to monitor program liability and financial exposure. |
| → Measure campaign redemption rate vs. forecast to assess promotional effectiveness. |
| → Compare partner performance to identify which CPG brands drive the highest customer engagement. |
| → Analyze category and store sales trends to inform future promotional investment. |
| → Monitor data quality to catch ingestion errors before they impact customer-facing mechanics. |
| → Report on churn rate trends to evaluate whether retention campaigns are having the desired effect. |
How It Works
Loyalty Insights aggregates data from the loyalty engine into pre-built dashboards. Each section processes a different lens of the same underlying event stream:
- Program Performance — lifetime points issued, redeemed, expired; member growth and churn.
- Campaign Performance — redemption rates, discount costs, incremental revenue per campaign.
- Partners — CPG partner contribution analysis; co-funded campaign ROI.
- Retail — category and store-level sales trends driven by loyalty activity.
- Ledgers — transaction-level financial audit trail; every points movement with full traceability for reconciliation.
- Data Quality — pipeline health metrics; ingestion error detection and alerting.
Configuration
Loyalty Insights is available to all companies with no additional configuration required. Filters (date range, country, store, campaign) are applied directly within each dashboard.
| Sub-section | Primary Audience | Description |
|---|---|---|
| Program Performance | Loyalty managers, Finance, Executives | Member growth, points liability, tier distribution, churn, and retention KPIs |
| Campaign Performance | Marketing, CRM | Redemption rates, discount cost, points accrual/burn, challenge completion, and ROI per campaign |
| Partners | Commercial, CPG Partners | CPG partner contribution: which brands drive the highest customer engagement and monetary value |
| Retail | Category managers, Commercial | 15+ dashboards across Sales, Categories, Products, Stores, and Budget & ROI — category contribution, supplier/brand performance, affinity, won/lost customers, store-level KPIs, SKU analysis, and more |
| Ledgers | Finance, Customer Support, Auditors | Transaction-level audit trail of every points movement: issuance, activation, expiration, redemption, correction |
| Data Quality | Technical, Integration, Operations | Pipeline health and ingestion error monitoring; detect data gaps before they affect mechanics or reporting |
:::tip Filter Saving All dashboards in Loyalty Insights support saved filters: configure your date range, country, store, and segment once, then save the combination for one-click reuse in future sessions. Saved filters are stored per user and do not affect other team members' views. :::