Dashboard & Report

Every loyalty metric, on one screen.

Watch members, points, redemptions, and ROI update as your programs run. Build the views your team needs, schedule the reports your board wants, and act on what the numbers say — without exporting a thing.

Live dashboards Custom reports Scheduled exports
Numbers you can act on

Reporting that keeps up.

01live

Real-time dashboards

Members, active campaigns, point liability, and redemption update the moment a sale clears. No overnight batch, no stale numbers in the morning standup.

02build

Build your own views

Drag the metrics that matter into a custom dashboard per team. Marketing sees lift and ROI, finance sees liability and breakage.

03cohort

Cohort and funnel analysis

Track retention by signup month, funnel drop-off, and tier movement over time, and see what's actually moving the needle.

04send

Scheduled reports

The weekly board deck and the daily ops summary land in the right inboxes as PDF or CSV — built once, sent on time.

How it works

From raw events to boardroom-ready in four steps.

Everything's already tracked
Step 01

Everything's already tracked

Every earn, burn, signup, and redemption flows into reporting on its own. No tagging project, no manual logging.

Auto event capture POS + web + app No tagging required
Build your dashboards
Step 02

Build your dashboards

Drag metrics and charts onto a view per team, then filter by segment, campaign, or date range.

Drag-and-drop metrics Per-team views Segment + date filters
Drill into the why
Step 03

Drill into the why

Click any number to break it down by cohort, channel, or tier, and find the driver behind the trend.

Cohort breakdowns Channel + tier splits Trend drill-down
Share and schedule
Step 04

Share and schedule

Send a live link, export to PDF or CSV, and schedule recurring reports straight to stakeholders' inboxes.

Live share links PDF / CSV export Scheduled delivery
Why teams rely on it

One source of truth. Faster decisions. No exports.

01

Decisions in minutes, not weeks

Live dashboards mean your team acts on today's data, not last month's. Kill a dud campaign and double a winner while it's still running.

02

One number everyone trusts

Marketing, finance, and ops read the same real-time figures, so the standup is about what to do next — not whose spreadsheet is right.

03

The weekly export, retired

Custom views and scheduled reports replace the CSV-and-pivot ritual. The deck builds itself and lands on time.

faster campaign decisions for teams working from live dashboards versus weekly exports.

100%

of loyalty events captured automatically — no tagging projects, no manual logging.

Frequently asked questions

About dashboard & report.

Live. Earn, burn, signup, and redemption events stream into reporting in real time, so the dashboard you check at 9am reflects the sale that cleared at 8:59.

Yes. Build unlimited custom views and assign them per team or role. Marketing sees lift and ROI, finance sees liability and breakage, ops sees redemption volume.

Yes. Save any view as a recurring report and have it delivered as PDF or CSV to the inboxes you choose, on the schedule you set — daily, weekly, or monthly.

Dashboard & Report

Put every metric on one screen.

See your whole loyalty program live, and act on it in minutes. Book a demo.