Part 1: Navigating the Loyaltymaster Dashboard

  1. Overview
  2. Dashboard
  3. Part 1: Navigating the Loyaltymaster Dashboard

Introduction

The Loyaltymaster dashboard provides a comprehensive overview of key performance indicators, giving you insights into how your business is doing.
It organises data into six main areas: Visits, Activity, Retention, Feedback Rating, Referral Program, and Customer Profiles.
This manual will guide you through each section, provide troubleshooting tips and conclude with a dashboard summary.

Navigating the Loyaltymaster Dashboard

Step-by-step Guide:

1. Accessing the Dashboard:

Start by logging into your Loyaltymaster account. You'll find yourself on the main dashboard, which shows key stats and updates about your business.

2. Visits Section:

The Visits card shows weekly stats for Total visits, Returning visits, and the Last Period. You can change the time period from Week to Day, Month, Year, All Time, or a custom range using the buttons on the top-right corner.

3. Activity Section:

Here you'll find two graphs, "New Clients" and "Issued Cards," showing the activity stats for your business. Hovering over a date on either graph will display a tooltip with specific data for that date.

4. Retention Section:

The Retention Rate graph shows the customer retention rate over a period of 60, 120, or 240 days. Hover over a bar to display a tooltip showing retention rates for the current and previous periods.

5. Feedback Rating Section:

This section displays customer satisfaction levels, with tiles for feedback counts, positive feedback, card reviews, and average loyalty. You'll also find graphs for Loyalty Levels and Dissatisfied Members.

6. Referral Program Section:

Here you can see stats related to your referral programs, such as shared cards, cards installed by referrals, new referral members, and revenue from referrals. There's also a dynamic graph showing the performance of the referral program.

7. Customer Profile Section:

This area provides insights into your customer profiles, including gender and device use breakdowns and an age graph that shows customer profiles by age range and gender.

Troubleshooting Guide:

Should you encounter any difficulties navigating the dashboard, consider these solutions:

  1. Ensure you're logged into your Loyaltymaster account.

  2. If any stats appear incorrect, double-check the selected time period. You may need to adjust this for accurate reporting.

  3. If you're having trouble understanding data, use the tooltips for clarification. Simply hover over a graph or stat to reveal more information.

  4. If a specific stat or graph isn't showing, refresh the page. If this doesn't resolve the issue, check for any platform updates or maintenance that could affect dashboard functionality.

Conclusion:

The Loyaltymaster dashboard is a powerful tool that brings together important data about your business. It's designed to help you track progress, monitor customer engagement, and assess the effectiveness of your referral program. Understanding how to navigate it is crucial for maximising the potential of your loyalty program. If you need further assistance, reach out to Loyaltymaster's support team.


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