--- title: "Loyalty Performance Dashboard" slug: "loyalty-performance-dashboard" tags: ["Custom", "Salesforce Commerce Cloud", "Loyalty and Referrals", "Shopify Plus", "Shopify", "BigCommerce", "Adobe Commerce (Magento)"] updated: 2024-04-02T11:36:00Z published: 2024-04-02T11:36:00Z canonical: "support.yotpo.com/loyalty-performance-dashboard" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.yotpo.com/llms.txt > Use this file to discover all available pages before exploring further. # Loyalty Performance Dashboard Products Loyalty ###### Supported plans Free, Pro, Premium, Enterprise ###### eCommerce Platform Shopify, Shopify Plus, BigCommerce, Salesforce Commerce Cloud, Adobe Commerce (Magento), Custom The Loyalty Performance Dashboard is a great way to gain valuable insights into the performance of your customer loyalty program and leverage real-time data to gauge ROI and understand, optimize, and improve your loyalty program. **Use the dashboard to:** - Compare metrics of active vs. inactive loyalty and referral members. - Track the number of active customers and set benchmarks for future growth. - Generate scheduled reports to easily share data with teammates and stakeholders. Please note: Data refreshes once a day at approximately 2:00am EST.  ## Getting started To get started, access the Loyalty Performance Dashboard from within your Yotpo Loyalty & Referrals admin. **To view the Loyalty Performance Dashboard:** In Yotpo Loyalty & Referrals main menu, go to **Analytics >** [**Loyalty Performance**](https://loyalty-app.yotpo.com/loyalty-performance) ## Loyalty performance dashboard Please note: All the revenue values are shown in your [base currency](/v1/docs/settings-section-guide#default-currency) - if the customer purchases in a different currency, our system will **convert all order information into your base currency** before appearing on the dashboard. The Loyalty Performance Dashboard is comprised of a few sections that can be filtered by date range and further refined using the graph time frame. To generate graph data, set a date range and time frame, and click **Update**![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/5968289e-f915-4d0c-83dd-b2108dfdc0ef.png?sv=2026-02-06&spr=https&st=2026-11-04T20%3A07%3A01Z&se=2026-11-04T21%3A07%3A01Z&sr=c&sp=r&sig=EVe3DUC2VT2LMoIapAaXNug4hq2pEs5Z9V8HAmC5ZCk%3D) - **Date Range** - The date range(s) of the dataset you wish to generate. - **Graph Time Frame**- This filter only affects the graph and will change the scale to either a daily, weekly, or monthly view. To change the viewed breakdown, change the filter as follows: - is 1 = by day - is 2 = by week - is 3 = by month - **First Purchase Date** - Filter for customers whose first purchase date (the first purchase they ever made with the store) is within the given range. - **First Purchase Value** - Set a filter for the monetary value of a customer’s first purchase with your store. The dashboards display monetary amounts in the default currency you have set under **Settings > General > Default Currency** #### Redeeming and non-redeeming customers - **Redeeming customers** are users who made a purchase **and** redeemed points/coupons when making a purchase within the selected date range. - **Non-redeeming customers** are customers who made at least one purchase during the given date range but did not redeem loyalty points or receive a perk. #### Participation rate Participation Rate reflects the number of customers who have redeemed points (Redeeming Customers) out of your entire customer base who have made at least one purchase. #### Added revenue per customer Added Revenue per Customer refers to how much additional average revenue was generated per redeeming customer. #### Added revenue Added Revenue refers to the total added revenue generated by all customers who have redeemed loyalty points. ## Redeeming customers graph Use the redeeming customers graph to view trends in the number of redeeming customers by date range and time frame.**Tip:**Hover over the line graph to view a count of redeeming customers for the date range/time frame defined. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/1846cdf2-a9cd-4555-91be-0ba7e37b1797.png?sv=2026-02-06&spr=https&st=2026-11-04T20%3A07%3A01Z&se=2026-11-04T21%3A07%3A01Z&sr=c&sp=r&sig=EVe3DUC2VT2LMoIapAaXNug4hq2pEs5Z9V8HAmC5ZCk%3D) #### Average purchases The average number of purchases made by customers who have redeemed points (redeemers) vs. customers who haven't redeemed loyalty points (non redeemers). #### Average revenue per customer The average revenue generated by customers who have redeemed points (redeemers) vs. customers who haven't redeemed loyalty points (non redeemers). #### Repeat purchase rate Reflects the rate at which redeeming customers vs. non-redeeming customers made more than one purchase within the date range defined. #### Average order value Average Order Values (AOV) reflects the average order size of redeeming vs. non-redeeming customers within the date range defined. ## Overview View an itemized count of customers, orders, total revenue, repeat purchases, and average purchases by customer type.![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/0cc5b858-b0d4-41a8-b36c-f8497bdcf5ac.png?sv=2026-02-06&spr=https&st=2026-11-04T20%3A07%3A01Z&se=2026-11-04T21%3A07%3A01Z&sr=c&sp=r&sig=EVe3DUC2VT2LMoIapAaXNug4hq2pEs5Z9V8HAmC5ZCk%3D) ## Export actions Multiple export actions allow you to create one-time reports as a PDF/CSV file or schedule automated actions you can sync with your ESP or Slack. For all export options, Click the 3 dots at the upper right corner to export data![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/3368936c-f46b-4348-ac6a-ad1d8e9f5ff9.png?sv=2026-02-06&spr=https&st=2026-11-04T20%3A07%3A01Z&se=2026-11-04T21%3A07%3A01Z&sr=c&sp=r&sig=EVe3DUC2VT2LMoIapAaXNug4hq2pEs5Z9V8HAmC5ZCk%3D) #### Download as PDF Generates a one-time report in PDF format. **Tip:** Click the **3 dots > Schedule delivery > Advanced option**s for additional report formatting options. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/150b5989-dd6d-4e91-a6af-8654ce9e83ac.png?sv=2026-02-06&spr=https&st=2026-11-04T20%3A07%3A01Z&se=2026-11-04T21%3A07%3A01Z&sr=c&sp=r&sig=EVe3DUC2VT2LMoIapAaXNug4hq2pEs5Z9V8HAmC5ZCk%3D) #### Download as CSVs Downloads a one-time comma-separated value (**.csv**) report which can be easily shared with teammates and stakeholders. #### Send You can use this one-time action to collaborate with teammates via email or Slack, or push your customer segment data to your ESP via Webhook URL. To use this action, click the 3 dots at the upper right corner > Schedule delivery > Change the Recurrence to "Send Now" and enter the email address.![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/d77a1609-2570-4a2e-a8ad-363a3e9972c3.png?sv=2026-02-06&spr=https&st=2026-11-04T20%3A07%3A01Z&se=2026-11-04T21%3A07%3A01Z&sr=c&sp=r&sig=EVe3DUC2VT2LMoIapAaXNug4hq2pEs5Z9V8HAmC5ZCk%3D) #### Schedule An automatic scheduled action you can use to generate recurring reports and/or a regular sync with your ESP via Webhook URL. To create a new scheduled action: 1. Click the 3 dots in the upper right-hand corner of the screen. 2. Click **Schedule.** 3. Click **New.** **Tip:** Easily Duplicate or Delete scheduled reports by clicking the 3 dots. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/e40ff4a6-5438-4b41-86ce-68526e0ced64.png?sv=2026-02-06&spr=https&st=2026-11-04T20%3A07%3A01Z&se=2026-11-04T21%3A07%3A01Z&sr=c&sp=r&sig=EVe3DUC2VT2LMoIapAaXNug4hq2pEs5Z9V8HAmC5ZCk%3D)