VIP Tiers Dashboard

      VIP Tiers Dashboard

        Article summary


        Supported plans

        Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus, BigCommerce, Salesforce Commerce Cloud, Adobe Commerce (Magento), Custom

        The VIP Tiers Dashboard showcases the value generated by the VIP Tiers.
        With the help of the dashboard, you can easily understand how many users engage with the tiers and gain valuable insights into the performance of your customer loyalty program.

        Use the dashboard to:

        • View the numbers of customers in each tier
        • Track the movement across tiers
        • Compare different tier metrics to analyze their performance
        • Generate scheduled reports to easily share data with teammates and stakeholders

        Getting started

        To get started, access the Loyalty Performance Dashboard from within your Yotpo Loyalty & Referrals admin.

        You can view the dashboard in Yotpo Loyalty & Referrals main menu by going to Analytics > VIP Tiers Performance.

        VIP tiers dashboard

        Please Note:
        • Data refreshes once a day at approximately 6:00AM EST. 
        • All the revenue values are shown in your base currency - if a customer made a purchase in a different currency, our system will convert all order information into your base currency before appearing on the dashboard.

        The VIP Tiers Dashboard is comprised of a few sections which can be filtered by date range, and tier information.

        To generate the data based on the filters, set them up and click Run:

        • 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
        • Tier Name - The tier you want to focus on
        • Tier Entry Date - Filter by date of entry into a tier

        Use the Tier Name filter to see all of the metrics for one specific tier or for several tiers at once.

        • Redemption Tied to Purchase-  The filters include the following options:
          • Yes  - Only show customers who redeemed points for a reward AND made a purchase. 
          • No(default option) - Show all the customers who redeemed points for a reward - even if they did not eventually purchase. 

        Dashboard overview

        • Customers in Tiers - The number of customers that belonged to a tier within the given time range. If a customer dropped out of the tier during the date range, they will still be included in the calculation of this metric
        • Purchasing Customers - The number of customers who made a purchase while in a tier
        • Redeeming Customers - The number of active customers who made purchases and used a loyalty reward (=redeemed) while in a tier
        • Average Revenue Per Customer - Average revenue made by tier participants. This is metric is calculated by dividing the total revenue from all customers in tiers by the number of customers in tiers
        • Revenue from Tiers - Total revenues from purchases made by customers while in a tier
        • New Customers in Tiers Graph - The graph shows the number of new customers who joined a VIP Tier each day/week/month
        Hover over the line graph to view a count of customers for the date range/time frame defined:

        Customer progress in tiers

        • Tier Name - The names of the tiers that exist in your account
        • Total Customers - The total number of customers that were part of the tier within the given date range
        Please Note:

        If a customers belonged to a VIP Tier only briefly within the observed time frame, they will still be added to the "Total Customers" metric calculation

        • New Customers - The number of customers who joined the tier within the filtered time frame
        • Retained Customers - The number of customers who retained their tier status within the filtered time frame. This means that their tier status was meant to expire within the date range, but they were able to maintain it for another year
        • Upgraded Customers - The number of customers who entered a higher tier within the filtered time frame
        • Dropped Customers - The number of customers who dropped to a lower tier within the filtered time frame

        Tier performance

        This section is helpful to see the value of customers within each tier.

        Please note:
        The No Tier status refers to customers who made their first purchase but have not yet opted into your loyalty program.

        Once they make their second purchase, they will appear within the Base tier or whichever tier status they have gained according to your tier entry settings

        • Average Revenue Per Customer - Total revenue from purchases made while customers were in the tier divided by the number of customers in the tier
        • Average Order Value - Total revenue divided by total purchases. This metric only calculates purchases made while the customer belonged to a tier
        • Average Purchases - Total purchases of customers while they were in the tier divided by the total number of customers in the tier
        • Percent Redeemers - Number of redeeming customers in the tier out of total customers in the tier

        Purchases per tier drilldown

        This table shows the raw data that hold the calculations per tier performance shown in the Tier Progress section

        Tier progress

        This section is helpful to understand movement between tiers. You can learn how long it takes customers to move from one tier to the next and how many customers actually move between tiers. 

        Please Note:
        These graphs show the changes that occurred from when the VIP Tiers were first launched.

        They are not affected by the filters.
        Customers who entered tiers as a result of import or recalculation will not be counted in these graphs. 

        Average days to first entry

        The "Average Days To First Entry" graph on the left shows you:

        • How many customers entered each tier directly (in dark purple) - Directly means that this is the first tier they entered
        • How many days on average (in light purple) there were between the customer's first action (create an account, make a purchase, etc) and entering the tier

        Average days to upgrade

        The "Average Days To First Upgrade" graph on the left shows you:

        • How many customers upgraded from one tier to the next (in dark purple)
        • How many days on average (in light purple) there were between the moment the customer entered a tier to the moment they were upgraded to a higher tier

        Export actions

        Multiple export actions give you the flexibility to create one-time reports as a PDF/CSV file, or create scheduled automated actions you can sync with your ESP or Slack.

        Download as PDF

        Generates a one-time report in PDF format.

        Click "Advanced Options" for additional report formatting options:

        Download as CSVs
        Downloads a one-time comma-separated value (.csv) report which can be easily shared with teammates and stakeholders.
        A one-time action you can use to collaborate with teammates via email or Slack, or push your customer segment data to your ESP via Webhook URL.
        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 icon in the upper right-hand corner of the screen.
        2. Click Schedule
        3. Click New

        You can easily Duplicate or Delete scheduled reports by hovering over the report name.

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