Campaign Summary Dashboard
Use this dashboard to focus on summary stats to identify trends in the performance of all your campaigns and campaign types across a broader duration.
- Set a Date Range and filter the data by Campaign Status, Campaign Type, and Gift Type.
- Switch between data attributes using the radio buttons under Select a View. Click a radio button to change the trend line graph to focus on Campaigns, Customers Targeted, Checkins, Redemptions, Gross Spend or Net Spend.
- Click on a campaign type to change the trend line graph and KPI stats to reflect only campaigns of that type. Click it again to return to the overview.
Campaign Details Dashboard
Use this dashboard to focus on KPIs for individual campaigns or campaign types.
- Use the Additional Metrics dropdown to select which data types you want to display. Use the Select View dropdown to change focus from a complete Overview to either Redeemable Metrics or Campaign Metrics.
Selecting Redeemable Metrics adds columns for Redeemable Name and Redeemable Type; Campaign Metrics adds columns for Campaign Name and Campaign Type. - Click on a Campaign ID to open its corresponding campaign details page in a new browser tab.
Download Campaign Data
You can export/download a snapshot of your current dashboard view at any time by clicking the Download button at the bottom right of the page. Select the file type you'd like to generate, and click Download to download the file to your computer.
- "Image" generates a PNG snapshot of the current dashboard tab.
- "Data" opens a new screen with populated data. From here you can download a text (CSV) file of the data list.
- "Crosstab" generates a CSV file of whatever cells you have selected (or all cells if none have been selected).
- "PDF" generates a PDF snapshot of the current dashboard tab.
- "Powerpoint" generates a PPTX deck with snapshots of both the current Summary and Details tabs as separate slides.
Dashboard Terms and Definitions
Term | Definition |
Campaign ID |
Unique ID for a campaign. |
Campaign Name |
The name of the campaign. |
Campaign Type |
The type of campaign; Profile Update, Anniversary, etc. |
Campaign Type Filter |
Use the dropdown to filter your data by one or more campaign types; Mass Gifting, Recall, etc. |
Campaigns |
The number of campaigns active in the selected duration, irrespective of campaign start date/time. If guests have been targeted or participated in a campaign within the selected duration through specific campaign, then that campaign is included. |
Checkins |
The number of checkins recorded by campaigns in selected duration. Checkins can be loyalty or gift checkins, based on campaign type. |
Date Range |
Adjust the date range to confine your data to that duration. The default date range is the previous 1 month duration (last 30 days). End date is always a day before and start date is 30 days before from current date. |
Discount |
The total amount (value) of discounts recorded on receipts on which a redemption was processed. |
Duration Comparison |
Comparison of key attributes is done with the previous duration calculated based on date range selection. If 1 week is selected, it compares with previous week; if 1 month than with previous month and so on. Tooltip provides details of duration selected. |
Earnable Amount |
Spend of guests through checkins against campaign |
Gift Type |
Type of gift attached to campaign- No gift, Redeemable, fixed points, variable points, etc. |
Gift Type Filter |
Different kinds of gift type can be selected from the dropdown. Ex: No Gift, Redeemable, Free points, etc. |
Gross Spend |
Total spend by guests who have participated in campaign duration. It includes revenue generated from reward redemptions (Gross spend) and revenue from post checkin campaign. |
Guests Targeted |
Count of guests targeted in selected duration. If a single guest is targeted multiple times in selected duration, then it would be counted 'n' times |
Last Update |
Data and time when last refresh was made |
Net Spend |
Net spend by guests who have participated in campaign duration. It includes addition of revenue from post checkin campaign and reward redemptions minus discount. |
Redemption Amount |
Spend by guests which includes revenue generated from receipts on which reward is redeemed. |
Redemptions |
Number of processed redemptions in selected duration. |
Select View |
Default view is overview. Campaign Metrics : Campaign start date and end date to get better insights. |
Status Filter |
By default only those campaigns which are active and processed are selected |
Trend Line Graph |
Graph represents daily trend of each KPI selected. Graph can be clicked to check campaigns for specific date. Clicking on trendline will navigate to guest details page. |
Included Campaign Types
The following tables list the campaign types that are included and excluded from the Campaign Analytics Dashboard.
Campaigns Included in the Campaign Analytics Dashboard | |
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Campaigns Excluded from the Campaign Analytics Dashboard |
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