Explanation of Analyses & Data
In this manual we explain how to use the analyses, reports and data available in Loyalista. Furthermore, we describe the calculation of the given key figures and summarise where you can find which data.
Data
In your Loyalista user account you will find data about your loyalty program and your customers in many places. Data helps you to analyse and continuously improve the use of your loyalty program. In this guide, we will focus more on the analyses and key figures and less on the raw data, but Table 1 gives you an explanation of the raw data.
Data | Document |
Customer overview | |
Orders from individual customers | |
Point balances from individual customers | |
Points history from indiviual customers | |
Overview of each merge request | |
Order overview | |
Address data from individual customers | |
Table 1
Analyses
Loyalista generates evaluations for you with the help of the data described. You can view these evaluations under Dashboard. You can determine yourself which key figures you want to see at which intervals and in which time period.
Data Points
In the centre of your dashboard you will find four data points that show you the current value for the respective key figures. Table 2 explains the displayed key figures.
Key Figure | Explanation |
Total Redeemable Points | Indicates the total number of redeemable points of your customers, i.e. the total number of points of your customers that are neither blocked nor expired. The total number of redeemable points of your customers can also be negative under certain conditions. This is also taken into account in this display. |
| Indicates the total number of all your customers locked points, i.e. the total number of your customers points that are neither redeemable nor expired. |
Total number of points accounts | Indicates the total number of your customers who are currently enrolled in your loyalty program. Customers that you have manually set to inactive are also taken into account here. |
| Indicates the value of all your customers points, i.e. the sum of the value of all blocked and redeemable points. The value is calculated as follows:
(Locked Points + Redeemable Points) * Value of One Point = Total Value of Points |
Table 2
Bar Chart
In the bottom left corner you will find a bar chart. With the help of the bar chart, you can look at certain key figures in a self-selected time course for a self-selected interval. In the header of the bar chart you have three drop-down menus to make the adjustments as described. Table 3 explains the meaning of the ratios and how they are calculated.
Key Figure | Explanation | Calculation |
| Indicates the number of points collected within the selected interval. |
|
| Indicates the number of points redeemed within the selected interval. |
|
| Indicates the number of points that have been refunded through cancellations/credit notes within the selected interval. |
|
Total number of points collected | Indicates the total number of points collected at the end of the selected interval. | Total number of locked points + total number of redeemable points + total number of redeemed points + total number of expired points |
| Indicates the number of registrations to your loyalty program within the selected interval. If a customer registers and deregisters several times, this has an influence on this key figure. |
|
| Indicates the number of unsubscriptions from your loyalty program within the selected interval. If a customer registers and deregisters several times, this has an influence on this key figure. |
|
| Indicates the total number of customers participating in your loyalty program at the end of the selected interval. | Total number of registrations
– Total number of deregistrations |
| Indicates the ratio between points collected and redeemed within the selected interval. | Points Collected / Points Redeemed |
Table 3
In particular, the key figure Redemption Rate tells you how engaged your customers are with your loyalty program and your brand. The average Redemption Rate of all companies and bloyalty programs is estimated at 60%. You should therefore aim to achieve a significantly higher Redemption Rate.
The values within the filter for the interval depend on the value set in the filter for the period. Table 4 shows you the respective dependency.
Values Period | Values Interval |
Total Period | Yearly
Quarterly
Monthly
Weekly
Daily |
Last Year | Yearly
Quarterly
Monthly
Weekly
Daily |
Actual Year | Yearly
Quarterly
Monthly
Weekly
Daily |
Last Quarter | Quarterly Monthly
Weekly
Daily |
Actual Quarter | Quarterly Monthly
Weekly
Daily |
Last Month | |
Actual Month | |
Yesterday | Daily
Hourly |
Today | |
Specific Date | |
Table 4
If you select a combination of period and interval in Table 4, which is printed in bold, the intervals are compared within the selected period.
Example 1
Period: Last Year
Interval: Monthly
For each month of the past year (Jan – Dec) you get a bar with the value for the selected key figure. The actual months are thus compared with each other.
Example 2
Period: Last Month
Interval: Monthly
You get a bar for each month of the past month with the key figure selected. In this case, you only get one bar with the corresponding value.
If you select a combination of time period and interval in table 4, where the interval is not printed in bold, then the values within the selected time period are added up according to table 5.
Interval | Sum of |
Monthly | Months Jan – Dec (sum of all Januarys within the period = value January, sum of all Februarys within the period = value February, etc.). |
Weekly | Weekdays Mon – Sun (sum of all Mondays within the period = value Monday, sum of all Tuesdays within the period = value Tuesday, etc.) |
Daily | 1st of the month – 31st of the month (sum of all 1st days of the month = value 01., sum of all 2nd days of the month = value 02., etc.) |
Table 5
Example 3
Period: Last Year
Interval: Weekly
You get one bar for each day Mon – Fri. Here, the values from the last year are added up for each individual weekday and the weekdays are compared with each other.
Example 4
Period: Last Quarter
Interval: Daily
You get one bar for each day from 01. of the month to 31. of the month. Here, the values from the last quarter are added up for each day of the month and the days are compared with each other.
Top N Customers
In the bottom right corner you will find a table in which you can display your top customers for each of the key figures. Three filters are also available for the table, with the help of which you can make adjustments to the table. You can choose how many of your top customers are displayed, choosing between Top 5, 10, 15, 25 and 50. In addition, you can determine a time period as already described in Table 4. The available key figures can be found in Table 6.
Key Figure | Explanation | Calculation |
Points Collected | Indicates the number of points collected within the selected period. |
|
Points Redeemed | Indicates the number of points redeemed within the selected period. |
|
Points Refunded | Indicates the number of points that were refunded again within the selected time period through cancellations/credit notes. |
|
Redemption Rate | Indicates the ratio between points collected and redeemed within the selected period. | Points Collected / Points Redeemed |
Table 6
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