Loyalty report

Available for: Manager Finance Admin Go to report →

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What this report shows

Loyalty program performance including signups, points earned and spent, member retention, and lifetime value comparison between members and non-members.

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Filters

• Date — Date range. Defaults to past 3 months.
• First order brand — Filter by brand where customer first ordered.
• First order outlet — Filter by outlet where customer first ordered.

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Sections

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User summary and points summary

User summary:

• Customer count — Total customers in the filtered period.
• Member count — Customers who signed up (created an account).
• Signup rate — Member count ÷ customer count.
• Loyalty member count — Members enrolled in the loyalty program.
• Loyalty adoption rate — Loyalty members ÷ total members.

Points summary:

• Loyalty reward value earned — Total value of points earned.
• Loyalty reward value spent — Total value of points redeemed.
• Redemption rate — Value spent ÷ value earned.
• Loyalty reward value expired — Value of points that expired.
• Loyalty rewards expiry rate — Expired ÷ earned.
• Loyalty rewards balance — Outstanding points value (earned - spent - expired).

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AI insights

AI-generated analysis of loyalty program performance, highlighting high-value outlets, member vs non-member spending, and adoption opportunities.

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Points summary by source

Loyalty points activity broken down by order source.

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% orders from members (weekly)

What percentage of orders come from members (vs guests), broken down by order source. Higher percentages indicate stronger member engagement.

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% of orders with points earned (weekly)

What percentage of orders earned loyalty points. Low percentages may indicate members aren’t logging in or points aren’t being awarded correctly.

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% of orders with points spent (weekly)

What percentage of orders used points for redemption. Track whether members are actively using their rewards.

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Signup rate (monthly)

Monthly signup conversion rate. Blue bars show member signups, orange bars show total customers, pink line shows signup rate percentage.

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Lifetime value by loyalty status

Median lifetime value comparison between loyalty members and non-members. Use this to quantify the value of your loyalty program.

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User retention by loyalty status

How well you retain loyalty members vs non-members over time. Higher retention among loyalty members validates the program’s effectiveness.

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Members by activity status

Current member breakdown by activity:

• Active (Last 30 days) — Ordered recently.
• Inactive (31-60 days) — No orders in 31-60 days.
• Dormant (>60 days) — No orders in over 60 days.

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Interactive features

• Drill down — Click any metric or chart to see underlying data.
• Download — Export data from any chart or table.
• Copy values — Click any metric to copy to clipboard.
• AI assistant — Ask questions about your data. See Using reports.