Part 2: Navigating the Loyaltymaster Dashboard

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

Introduction

The Loyaltymaster dashboard provides a thorough overview of your business' performance through relevant statistics and indicators. This manual will guide you on accessing the dashboard, understanding its components, and navigating through it efficiently.

Accessing the Loyaltymaster Dashboard

Step-by-step Guide:

1. Logging in:

A successful login will land you on the Dashboard screen. However, if you find yourself on another module of the Loyaltymaster application, navigate using the left-hand menu.

2. Accessing the Dashboard:

From the list of modules displayed on the left-hand side, click the Dashboard button. This action will direct you to the Dashboard screen.

Understanding the Components of the Loyaltymaster Dashboard

Step-by-step Guide:

1. Main Dashboard:

The main dashboard presents a succinct overview of your business’ performance via segregated information into Visits, Activity, Retention, Feedback Rating, Referral Program, and Customer Profiles.

2. Visits:

The Visits card provides weekly stats for Total visits, Returning visits, and the Last Period, which you can view as per your preferred time period using the top-right corner action buttons.

3. Activity:

This section comprises graphs named "New Clients" and "Issued Cards," offering insights into your business's activity. Hover over a date on either graph to view specific data for that date.

4. Retention:

The Retention Rate graph presents customer retention rates over 60, 120, or 240 days. Hover over a bar to see retention rates for the current and previous periods.

5. Feedback Rating:

This section reveals customer satisfaction levels, containing individual tiles for feedback counts, positive feedback, and card reviews. You'll also find the Average Loyalty Level and graphs for Loyalty Level and Dissatisfied Members.

6. Referral Program:

This segment displays stats related to your referral program, including 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:

The Customer Profile section gives insights into your customer profiles, providing a gender breakdown, device usage, and an age graph showing customer profiles by age range and gender.

Troubleshooting Guide:

If you encounter any difficulties accessing or navigating the dashboard, consider the following solutions:

  1. Check your login details and ensure you're logged into your Loyaltymaster account.

  2. If any statistics appear incorrect, verify the selected time period. Adjust this as necessary for accurate data representation.

  3. If you're looking at a graph or some numbers and it's a bit tricky to understand, move your mouse over the tooltip, and a little box will show up and tell you more about what you're seeing.

  4. If a specific statistic or graph isn't displaying, refresh your page. If the issue persists, check for any platform updates or maintenance notifications.

Conclusion:

The Loyaltymaster dashboard is an invaluable tool that gathers crucial data about your business. It allows you to track growth, monitor customer engagement, and assess your referral program's efficacy. Understanding its components and navigating it efficiently is key to maximising your loyalty program's benefits. For additional assistance, reach out to the Loyaltymaster support team.


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