Overview
The new dashboard provides a comprehensive view of your loyalty program performance with detailed financial metrics, customer analytics, and real-time transaction tracking. You can switch between the old and new dashboards at any time.
Select the time period for all data using the date controls at the top. Each section includes an information icon in the top-right corner with a tooltip explaining how the metrics are calculated.
Tip: The percentage shown in the top-right corner of each metric block indicates the difference from the previous equivalent period, helping you spot trends at a glance.
Revenue overview
Gross revenue
Total revenue for the selected period, calculated as: Gross Revenue = Loyalty Revenue + Referral Revenue + Non-Loyalty Revenue.
Loyalty revenue — Revenue from customers participating in the loyalty program. Shows how effective the program is and how valuable returning customers are
Referral revenue — Revenue from customers who joined through the referral program. Shows how well referrals and word-of-mouth work
Non-loyalty revenue — Revenue from customers not in the loyalty program
Visit metrics
New visits — First-time visits during the selected period. Growth here means your marketing is attracting new customers effectively
Repeat visits — Visits from customers who have been before. A high number indicates strong customer loyalty
Referrals — Unique new customers who joined through the referral program during the selected period
On the right side, you can see the breakdown of visits by repeat customers, new customers, and referrals. Switch to the Visits tab to display visit counts on the graph with revenue values shown on the right.
Customer lifetime value and ROI
LTV (Lifetime Value) — Average revenue generated per customer, calculated as: LTV = Gross Revenue / Number of Customers
Customer Lifetime Value (CLV) — Calculated as: CLV = (Loyalty Revenue + Referral Revenue) / Total Customers. Shows the long-term value of a customer and helps control acquisition costs
Return on Investment (ROI) — Calculated as: ROI = ((Loyalty Revenue + Referral Revenue − Total Cost) / Total Cost) × 100%. A value above 100% means the investment is profitable
Finance
Revenue breakdown
Total revenue — Revenue for the selected period, broken down by source
Repeated members revenue — Revenue from customers who participated in the loyalty program in previous periods, calculated as: Total Loyalty Revenue − New Customers Revenue
New members revenue — Revenue from customers who joined the loyalty program for the first time during the selected period
Referral members revenue — Revenue from customers acquired through referral links
Unknown customers revenue — Revenue from customers not part of the loyalty program
Investment and profitability
Total investment — Total amount invested in the loyalty program, calculated as: Platform Payment + Rewards Cost
Platform payment — Regular payments for using the loyalty platform
Rewards cost — Expenses for rewards given to loyalty program participants
Return on Investment (ROI) — Calculated as: Profit = Added Revenue − Total Investment. A positive value means the programs are profitable
Added revenue — Additional revenue generated by loyalty and referral programs, calculated as: Loyalty Revenue + Referral Revenue
Average order value
Loyalty members — Average purchase amount from customers in the loyalty program. Shows whether loyalty participation affects spending
Non-loyalty members — Average purchase amount from customers outside the loyalty program. Use as a baseline for comparison
AI
This section is displayed if you have the AI option enabled. Data in this section is shown for the entire time period.
Lift metrics
The AI compares two customer groups (A and B) and calculates the performance difference using the formula: Lift = ((B − A) / A) × 100.
Lift metrics include: lift transactions per client, lift revenue per client, lift visits, lift revenue, lift visited clients, and lift average spend.
Graphs
Average visits and revenue per day shown next to graph titles
Average total visits and revenue for the full period shown next to graph titles
Difference graphs showing the gap between groups A and B for both visits and revenue
Visits
Widgets display the number of visits, total revenue, number of unique customers, and average check for the selected period.
Graphs show visits and revenue over time, along with the number of customers and average check trends.
Performance
Enrolment rate — Percentage of new customers in the selected period, calculated as: (Customers in selected period / Total customers) × 100
Engagement rate — Percentage of customers who visited during the selected period, calculated as: (Customer visits during selected period / Total customers) × 100
Churn rate — Percentage of customers from the previous period who did not visit during the selected period
The return rate graph shows the percentage of returning customers, with the previous period's rate displayed alongside for comparison. The activity graph highlights the times when visits are most frequent — useful for planning staffing and promotions.
Program members
Graphs display:
New customers per month, comparing this year and last year
Installation channels showing how customers added their cards
Customer age and gender demographics
Top 5 customers ranked by revenue or visits
Reputation management
Ratings for the entire period and the average rating for the selected period
Filter ratings by value to identify trends in customer satisfaction
Customer segments (RFM)
Graphs show the distribution of your customer base across RFM segments:
Customer distribution by segment
Revenue distribution by segment
Average revenue per customer by segment
Distribution of payment count by segment
Points analytics
Graphs track the dynamics of earning and spending across your loyalty program:
Points earned and spent over time
Stamps earned and redeemed over time
Rewards earned and redeemed over time
Referral analytics
Cards shared — Number of referral cards distributed
Referral customers — Customers who fulfilled referral conditions and received a bonus
Referral conversion — Number of referrals divided by number of card installations via referral links, shown as a percentage
Referral revenue — Revenue generated by referred customers
The graph shows referral card installation dynamics over time, with a list of referral customers alongside.
Real timeline
A live table displaying the latest transactions in real time as they happen. Use this to monitor activity during busy periods or verify that transactions are being processed correctly.
FAQs
How do I switch between the old and new dashboards?
Use the toggle at the top of the dashboard to switch between the old and new views.
What does a ROI above 100% mean?
It means your loyalty and referral programs are generating more revenue than they cost. For example, an ROI of 200% means you earned twice what you invested.
What is the difference between LTV and CLV?
LTV divides gross revenue (including non-loyalty revenue) by total customers. CLV only includes loyalty and referral revenue, giving you a clearer picture of the value generated specifically by your programs.
What does the Richie AI section show?
Richie AI compares two customer groups and calculates the performance difference (lift) in visits, revenue, and spending. This section only appears if the AI option is enabled on your account.
Can I see transactions as they happen?
Yes. The Real Timeline section at the bottom of the new dashboard shows transactions in real time.