--- title: "Loyalty & Referrals ROI Dashboard" slug: "loyalty-referrals-roi-dashboard" tags: ["Loyalty and Referrals", "Shopify Plus", "Shopify", "Custom", "BigCommerce", "Adobe Commerce (Magento)", "Salesforce Commerce Cloud"] updated: 2025-06-20T13:49:54Z published: 2025-06-20T13:49:54Z canonical: "support.yotpo.com/loyalty-referrals-roi-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 & Referrals ROI Dashboard Products Loyalty ###### Supported plans Free, Pro, Premium, Enterprise ###### eCommerce Platform Shopify, Shopify Plus, BigCommerce, Salesforce Commerce Cloud, Adobe Commerce (Magento), Custom > [!NOTE] > Is this article for me? > > The ROI Dashboard is only available if you’re still using the [old referral program](https://support.yotpo.com/docs/setting-up-your-referral-program). ## Goals and Outcomes The Loyalty & Referrals Program ROI Dashboard is a great way to gain valuable insights into the value of your Loyalty & Referral program and leverage real-time data to gauge ROI and understand, optimize, and improve your loyalty program. **Use the dashboard to:** - Track the number of customers that are engaged with the program - Understand how the Loyalty & Referrals program is performing in terms of revenue - View how changes to campaigns and coupons affect your revenue - Generate scheduled reports to easily share data with teammates and stakeholders > [!WARNING] > Note > > Data refreshes once a day at approximately 2:00 am EST. ## Getting Started To get started, access the Loyalty Performance Dashboard from within your Yotpo Loyalty & Referrals admin. **To view the Loyalty Performance Dashboard:** 1. [**Log in**](https://login.yotpo.com/#/login?product=loyalty)[](https://app.swellrewards.com/login)to Yotpo Loyalty & Referrals. 2. Click **Performance.** 3. Click **Program ROI.** ## Program ROI Dashboard The ROI Dashboard is comprised of a few sections that can be filtered by date range and further refined using the graph time frame. > [!WARNING] > 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. To generate graph data, set a date range and time frame, and click **Run.** - **Date Range** - The date range(s) of the dataset you wish to generate - **Graph Time Period** - 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 ### Dashboard Overview Click on any one of the metrics to see the exact details of each customer that contributed to this number (this feature is exclusively available in the Loyalty & Referrals ROI Dashboard). - **Redeeming Customers** -The number of customers who received and/or redeemed any type of loyalty reward AND made a purchase within the chosen date range. Click the number to see a detailed breakdown. - **Referred Customers** -The number of customers who made their first purchase after clicking a referral link. Click the number to see a detailed breakdown. - **Total Revenue** -Total sum of Loyalty revenue and Referral revenue. > [!WARNING] > Note > > The Total Revenue amount **excludes duplicates**. This means that if the same purchase appears twice because it involves both referral and redemption, it will only be counted in the metric **once**. - **Total Investment** - The total monetary value of rewards given in both the loyalty and referral programs ### Graphs - **Revenue Over Time Graph** - The graph shows trends in the revenue by date range and time frame. - **Investment Over Time Graph** - The graph shows changes in your monetary investment in the Loyalty & Referral program and rewards by date range and time frame. > [!TIP] > Tip > > Hover over the line graph to view a count of the revenue for the date range/time frame defined: > > ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/image-1706776855262.png?sv=2026-02-06&spr=https&st=2026-11-04T19%3A00%3A29Z&se=2026-11-04T20%3A00%3A29Z&sr=c&sp=r&sig=R4HQdu241TGFtNquXg79UwyjLPagFJKiFW28COZfNgE%3D) ### Loyalty Metrics ### Referral Metrics - **Referral Conversion Rate** -The percentage of *new referrals* out of the total amount of customers who clicked the referral link and saw the offer. - **Referral Revenue** - The sum of revenue from purchases made by referred customers, including purchases that were made without the use of rewards within the date range. - **Redeemed Referral Purchases Revenue** - The net revenue (not including the referral discount given) that was generated by purchases that were made with a referral reward - only for the referred friends. - **Referral Investment** - The monetary value of all the rewards given to referred friends. ## Export Actions ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/image-1706776727283.png?sv=2026-02-06&spr=https&st=2026-11-04T19%3A00%3A29Z&se=2026-11-04T20%3A00%3A29Z&sr=c&sp=r&sig=R4HQdu241TGFtNquXg79UwyjLPagFJKiFW28COZfNgE%3D) 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: ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/image-1684914945904.png?sv=2026-02-06&spr=https&st=2026-11-04T19%3A00%3A29Z&se=2026-11-04T20%3A00%3A29Z&sr=c&sp=r&sig=R4HQdu241TGFtNquXg79UwyjLPagFJKiFW28COZfNgE%3D) ****Download as CSVs**** Downloads a one-time comma-separated value (**.csv**) report which can be easily shared with teammates and stakeholders. ****Send**** 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. ****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 ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/d4e521db-bb25-424a-8cb3-acef0ad3daf0.png?sv=2026-02-06&spr=https&st=2026-11-04T19%3A00%3A29Z&se=2026-11-04T20%3A00%3A29Z&sr=c&sp=r&sig=R4HQdu241TGFtNquXg79UwyjLPagFJKiFW28COZfNgE%3D)icon in the upper right-hand corner of the screen. 2. Click **Schedule** 3. Click **New** ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/36fbdd1a-d065-4946-ab07-230ba5498b85.png?sv=2026-02-06&spr=https&st=2026-11-04T19%3A00%3A29Z&se=2026-11-04T20%3A00%3A29Z&sr=c&sp=r&sig=R4HQdu241TGFtNquXg79UwyjLPagFJKiFW28COZfNgE%3D) You can easily Duplicate or Delete scheduled reports by hovering over the report name. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/377fa94d-e3f7-4d9a-bcd4-5202059f58f9(1).gif?sv=2026-02-06&spr=https&st=2026-11-04T19%3A00%3A29Z&se=2026-11-04T20%3A00%3A29Z&sr=c&sp=r&sig=R4HQdu241TGFtNquXg79UwyjLPagFJKiFW28COZfNgE%3D)