Partners
The Partners section provides analytics on CPG and brand partner campaigns. It enables retailers and partners to understand customer engagement with co-funded promotions and measure the value generated through partner-sponsored points, discounts, and challenges.
This is the primary dashboard for proving co-investment value to CPG brands — showing exactly how many customers interacted with their campaign, what monetary value was generated, and how it compares across partners.
Use Cases
| Use Case |
|---|
| → Measure how many customers engaged with a specific partner campaign (received or spent points, redeemed gifts, completed challenges). |
| → Calculate the % of the total loyalty base that a partner campaign reached. |
| → Report the total monetary value of discounts funded by each partner and actually redeemed. |
| → Compare partner performance: which CPG brand drives the highest customer engagement per campaign? |
| → Share partner-specific dashboards with CPG brands to demonstrate co-investment value. |
| → Track accrued points per partner rule and their monetary equivalent to manage co-funding settlement. |
| → Identify partner campaigns with low redemption to trigger re-optimization or audience re-targeting. |
Filters
Navigate to Loyalty Insights → Partners → Overview. Complete the filters at the top before loading data — fields marked with * are mandatory:
| Filter | Description |
|---|---|
Date From * | Start date of the analysis period |
Date To * | End date of the analysis period |
| Location | One or more store locations. Location semantics vary by activity type: redemption location for points and coupons, challenge purchase location for challenges |
| Country | One or more countries, derived from the selected locations |
| Segment | Customer segment to filter the analysis |
| Coupon | Multi-select filter for specific coupon codes |
| Rule | Multi-select filter for specific loyalty rules |
| Partner | One or more partners to view detailed information |
Click Search after setting filters. No data is displayed until all required fields are completed.
Summary KPIs
| Metric | Description |
|---|---|
| Customers engaging with Partner Campaigns | Number of customers who, during the period, received or spent points, redeemed gifts, completed a challenge, or redeemed a coupon — grouped by partner |
| % Customers Affected by Partner Campaign | Percentage of total participating customers linked to each partner |
| Discount Redeemed by Partner | Total monetary value of discounts funded by each partner (via coupons or cashback) that were actually used during the period |
Points Table
Tracks points issued and redeemed through each partner's loyalty rules.
| Column | Description |
|---|---|
| Partner | Partner name |
| Rules | Number of unique loyalty rules that awarded points for this partner during the period |
| Customers | Unique customers who earned points with this partner |
| Accrued Points | Total points accrued through this partner's rules |
| Monetary Value (accrued) | Currency equivalent of accrued points |
| Total Redeemed Points | Total points burned in partner-linked redemptions |
| % Points Redeemed | Redeemed points as a proportion of accrued points |
| Monetary Value (redeemed) | Currency equivalent of redeemed points |
| % Monetary Value Redeemed | Redeemed monetary value as a proportion of accrued monetary value |
Promotions Table
Tracks discount coupons funded by each partner.
| Column | Description |
|---|---|
| Partner | Partner name |
| Coupons | Number of distinct coupons redeemed at least once during the period |
| Customers | Unique customers who redeemed a coupon |
| Redeemed Coupons | Total number of coupon redemptions |
| Discount | Total monetary value of the discounts applied |
Rewards Table
Tracks rewards catalog items associated with each partner.
| Column | Description |
|---|---|
| Partner | Partner name |
| Rewards | Number of distinct reward items redeemed for this partner |
| Customers | Unique customers who redeemed a reward |
| Redeemed Rewards | Total reward redemptions |
How It Works
Partner data is derived from the partner attribute assigned to loyalty rules and coupons during configuration. When a customer engages with a rule or coupon that has a partner linked, that interaction is attributed to that partner in this dashboard.
Data is read from BigQuery and refreshed daily. For settlement or finance reporting, use the export option to download raw data with full line-level detail.