Overview Insights

The Overview page provides a snapshot of your loyalty program's performance, highlighting member growth and engagement levels. By comparing current data with the previous year and month, it helps you understand how your program is evolving and tracks member activity and preferences. Use this report to understand what parts of the program need you focus on such as generating more signups, registrations, messaging opt-ins, frequency, or spend.

Tip: the default month is the current calendar month. You may want to filter to a prior month in order to derive insights on how you are performing monthly and annual basis (for example if you look at the Member Sales KPI on the 15th of the current month you’ll be comparing a partial month of sales to a previous full month).

Things to Know

You must have Admin, Marketing Manager, or be a Franchisee user with Insights role permissions to view Overview Insights.
Franchisee users will only be able to view data associated with the stores they have permissions to.

1. Filter Your Results

In the Overview page, the filter options are:

Month: Default month is set to the current month. You may select any month in the past, dating back to the start of your program. Any purchase, visit, or member event data will be filtered to the data associated with your selection.
Store Locations: Select one or more of your active store locations. Note, any purchase or visit data will be filtered to the data associated with your selection.

Purchase, visit, and offer usage data is attributed to the local store time where the event took place. Whereas, any member profile data – such as their first association with your brand will be based in Coordinated Universal Time (UTC).

2. Download CSV Report

You can download the visible report as a comma-separated values (CSV) file to perform your own reporting or view the raw data for further analysis. Learn more about Download CSV Reports.

3. Navigate to Different Key Performance Indicators (KPIs) and Metrics

The sub-navigation menu bar provides links to:

KPIs: Overview of your member and non-member sales data.
Member Metrics: Key data on member engagement.
Favorite Store Member Metrics: Insights into member engagement based on their preferred store.

4. View Your KPIs and Metrics

KPIs

Member Adoption Rate: The percentage of total purchases made by members. It is calculated by dividing the number of purchases made by members by the total number of purchases made by all customers.
Member Avg. Ticket: The average purchase value made by your members. It is calculated by dividing the total member sales by the number of purchases made by members.
Member Sales: The total revenue generated from purchases made by your members. Sales are calculated based on the purchase “Total” sent to Spendgo in any of your integrations.
Member Frequency: The ratio of unique members who made at least one vist to the total number of member visits during a specified time period.
Non-Member Avg. Ticket: The average purchase value made by guests (i.e. non-members). It is calculated by dividing the total guest sales by the number of purchases made by guests.
Non-Member Sales: The total revenue generated from purchases made by your guests.

Member Metrics

Member Metrics are based on when a member first associated with a store. When filtering for multiple stores, a member who has interacted with any of those stores will be counted only once in the results.

Total Unique Members: The total number of members associated with a store, based on their initial association.
Starter Members: The number of Starter members associated with a store, based on their initial association.
Registered Members: The number of Registered members associated with a store, based on their initial association.
Members Subscribed to Emails: The number of members opted into email who ever associated with a store.
Members Subscribed to Text: The number of members opted into SMS who ever associated with a store.

Favorite Store Member Metrics

Favorite Store Member Metrics reflect members' current favorite store preferences and can be viewed based on their initial association with the brand.

Favorite Store Members: The total number of members based on their current favorite store preference.
Favorite Store Members (Starter): The number of Starter members based on their current favorite store preference.
Favorite Store Members (Registered): The number of Registered members based on their current favorite store preference.
Favorite Store Members Subscribed to Email: The number of members who are opted into email communications, based on their current favorite store preference.
Favorite Store Members Subscribed to Text: The number of members who are opted into SMS communications, based on their current favorite store preference.