Dashboard
Every chart and number on the main Dashboard, and how to read it.
The Dashboard is the first page after login. It answers one question: is the loyalty program working?
Choose a period#
At the top, choose the time range: Today, Last 7 days, Last 4 weeks, Last 6 months, Last 12 months, Month to date, or a custom Period. Everything on the page follows this choice.
Revenue and Visits#
Two views of the same period. Switch between them with the Revenue and Visits tabs.
Revenue
- Gross revenue: total sales recorded through the Scanner App.
- Loyalty revenue: the part of that revenue that came from customers in your loyalty program.
- Referral revenue: revenue from customers who joined because another customer invited them.
Visits
- New visits: first-time visits.
- Repeat visits: returning customers. This is the number a loyalty program exists to grow.
- Referrals: visits from referred customers.
Under the chart you also see Customer lifetime value (what a customer is worth to you over time) and Return on investment, which tells you how much revenue each unit of money spent on the program brings back.
Finance#
A breakdown of total revenue into Repeated members, New members, Referral members and Unknown customers, so you can see where your money comes from. Added revenue is the extra revenue the program brings.
The detail tabs#
At the bottom of the page are tabs with deeper views:
| Tab | What it shows |
|---|---|
| Loyalty members | Growth of your member list |
| Referrals | How many customers joined through other customers |
| Richie AI | Insights from the built-in assistant |
| Visits | Visit counts over time |
| Performance | Program performance figures |
| Program members | Members per loyalty program |
| Reputation management | Ratings and feedback customers have left |
| Customer segments (RFM) | How many customers fall in each RFM segment |
| Points analytics | Stamps and points added and redeemed |
| Referral analytics | Detail on referral shares and installs |
| Real timeline | A live feed of what customers are doing right now |
Reading the numbers#
- A good sign: repeat visits rising over weeks.
- A warning sign: many new members but few repeat visits. Customers sign up and do not come back. Try a push message or a "come back" reminder.
- If everything shows zero, check that cashiers are actually scanning cards, and that purchase amounts are being entered.