Overview
The dashboard is the first screen you see after logging in. It provides a real-time snapshot of how your loyalty program is performing across six key areas: Visits, Activity, Retention, Feedback Rating, Referral Program, and Customer Profiles.
By default, most sections display data for the current month. You can change the time period to Day, Month, Year, All Time, or a custom date range using the buttons in the top-right corner of each section.
Visits
The Visits section shows your overall customer traffic.
Total visits — Total number of visits for the selected period
New customers — Customers who made their first visit during the selected period
Repeat customers — Customers who made a second or subsequent visit in the selected period (counted by customer, not by individual visits)
Referrals — Customers who installed the card via a referral link during the selected period
Last period — Shows the visit count from the previous equivalent period for comparison. For example, if you're viewing "Last month," this shows the month before that
Hover over any bar on the graph to see a tooltip with the breakdown for that specific date. Each metric is colour-coded for easy identification.
Activity
The Activity section tracks transactions and customer growth.
Total transactions — A graph showing the number of transactions per day for the selected period
Average order value dynamic — The average purchase amount per day, plotted over the selected period
New clients — A graph showing how many new customers were onboarded each day. Hover over a date to see the count
Issued cards — A graph showing how many cards were issued each day. Hover over a date to see the count
Loyalty ROI
For detailed information on how return on investment is calculated for your loyalty program, see Loyalty ROI calculator.
Retention
The Retention section shows the percentage of customers who return over time.
The retention rate is calculated as:
Retention Rate = (Repeat customers / Total customers in current period) × 100%
Where repeat customers are those who appeared in both the current and previous periods.
By default, retention is displayed for a 60-day window. You can switch to 120 days or 240 days using the buttons in the top-right corner.
Hover over any bar to see a tooltip comparing the retention rate for the current period (blue) and the previous period (orange).
Feedback rating
The Feedback Rating section shows how satisfied your customers are.
Members leave feedback — Number of customers who submitted a star rating
Positive feedbacks — Number of customers who rated 5 stars
Feedback on services — Number of customers who clicked a link to a third-party review service (e.g., Google Maps) after rating
Average loyalty level — The average satisfaction score across all customer ratings
Below the summary tiles, you'll find a detailed breakdown of customers who left ratings, along with the Loyalty level average for the selected period.
Dissatisfied members
Customers who gave a rating other than 5 stars are listed in the Dissatisfied members section. This helps you quickly identify unhappy customers and follow up to resolve issues.
Referral program
The Referral Program section tracks how your referral program is performing.
Shared cards — Number of clicks on referral links
Cards installed by referrals — Number of cards installed via a referral link
New referral members — Number of referred customers who have made visits
Revenue from referrals — Total purchase amount from referred customers
The Referral Program Dynamic graph maps daily performance. Hover over any bar to see the breakdown for that date.
The Top 10 list shows your most active referred customers, ranked by visits or purchase amount. You can switch between the two using the toggle.
Customer profiles
The Customer Profiles section provides demographic and device insights.
Gender
A pie chart showing the breakdown of customers by gender. Gender is determined automatically based on the customer's name.
Devices
A pie chart showing which devices customers used to install their loyalty cards.
Age
A bar chart showing customers by age range, with each bar colour-coded by gender. Hover over an age range to see the count for each gender.
Top 10
A list of your most active customers, ranked by visit frequency or total spending. You can switch between the two views.
FAQs
How do I change the time period?
Use the buttons in the top-right corner of each section to switch between Day, Month, Year, All Time, or a custom date range.
What does "Last period" mean in the Visits section?
It shows the visit count from the previous equivalent time window. If you're viewing the current month, Last period shows the month before — helping you spot trends and compare performance.
How is gender determined?
Gender is detected automatically by built-in AI based on the customer's first name. It is not collected from the customer directly.
Where does the revenue data come from?
Revenue data comes from purchase amounts entered during transactions via the Scanner app or through integrations with third-party POS or CRM systems.