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Analysis - Loyalty

Find out in detail how the loyalty dashboard works and the key information it contains.

Written by Farah Bahoui

Introduction

The loyalty performance dashboard is broken down into a number of sections that allow you to analyse the results over a given period. Here is a detailed explanation of the different elements presented.


Overall statistics

Indicators

In this section, five key indicators are displayed to give you an overview of performance
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  • Total revenue: revenue generated by orders including a code linked to a reward redeemed and/or obtained at the VIP level.

  • Rewards revenue: total revenue from orders including a code linked to a redeemed reward.

  • VIP tier revenue: total revenue from orders including a code linked to a reward obtained at a VIP tier.

  • Participation rate: % of orders including a code out of all orders.

  • Store credit revenue: revenue (including tax) from orders in which the customer used store credit. It includes credit earned through VIP tier cashback and is shown in your store’s main currency. This indicator only appears if Store Credits are enabled on your store.

Graphics

Next, two visual representations allow you to explore the breakdown of sales between rewards and VIP income.

  • Pie chart: shows the proportion of revenue generated by VIP rewards and tiers

  • Bar chart: details the daily breakdown of revenue generated. This gives an overview of daily activity and allows you to identify peaks or specific variations over time.


Rewards

Indicators

This section details the performance indicators for the rewards obtained and used by your customers.

  • Rewards earned: total rewards redeemed for points

  • Used online: total rewards used online

  • Utilization rate: % of rewards used vs. rewards earned

Reward conversion rate

This section gives you access to the reward conversion rate, which measures the effectiveness of your programme.

On the left, the pie chart illustrates the rate of reward use using a clear, visual colour code:

  • Rate > 40% (Green): The programme is attractive and highly visible, with excellent results showing strong user engagement.

  • Rate between 20% and 40% (Yellow): The programme is attractive or visible, but adjustments are needed to optimise its effectiveness.

  • Rate < 20% (Red): The programme lacks appeal and visibility, and requires major improvements to make it more effective.

The graph on the right shows the daily distribution of rewards, providing an overview of activity over a selected period.

Reward profitability

This table shows the performance of the various rewards offered in your loyalty programme and the income they have generated.

For example, let's look at the ‘Free delivery’ reward: This reward generated revenue of €8,410.2 with a take-up rate of 63.58%, while vouchers have take-up rates of up to

87.50%, with a significant impact on revenues.


VIP Tiers

Indicators

Below, you'll find a breakdown of customer distribution by tier, along with the revenue generated exclusively from orders that earned a reward as part of the VIP tier program.

💡Please note: this revenue represents only orders with earned rewards obtained from VIP tiers, not the total sales generated by these customers. This data is analyzed over a defined period, providing a complete and comprehensive snapshot of your situation.

Performance of VIP tiers

To enhance your analysis, the table below shows the performance of the various VIP tiers.

A representative summary of your tiers is provided, including the rewards obtained, used and their utilisation rates, as well as the income they have generated. This will enable you to adapt your rewards and optimise them according to their performance.

Store credit generated by VIP tier

If you have set up store credit cashback on your tiers, an additional table appears below “Performance of VIP tiers”. It shows the amount of credit generated by each tier over the selected period:

  • one column per tier, plus a Total column;

  • one row per currency in which cashback was generated, with your main currency first;

  • the total adds up tiers within the same currency, never across currencies.


Loyalty points

Indicators

With data on points earned, redeemed and used, you can track customer engagement and assess the overall performance of the programme.

Analysis of key indicators

Utilisation rate: The pie chart represents the proportion of points earned that have been used by customers.

The visual gauge is accompanied by messages tailored to the utilisation rate:

  • Green gauge: "Wow, you're doing great, your utilisation rate is one of the best"

  • Yellow gauge: "Reduce the amount of rewards or communicate more about the programme"

  • Pink gauge: "Few rewards are redeemed, increase the points earned or decrease the amount of rewards"

Breakdown: The graph on the right shows the breakdown of points earned and points spent over a period selected by you.

  • Loyalty points (dark blue): Points earned by users through purchases.

  • Programme points (light blue): Points earned for missions completed

  • Redeemed points (turquoise): Points spent by users.

The loyalty points dashboard is an essential tool for evaluating the performance of your loyalty programme. By monitoring key indicators (points earned, redeemed, usage rate) and using the graphs, you can improve customer engagement and maintain an attractive, high-performance programme.

💡 Our advice:

  • Monitor trends: Compare weekly or monthly performance to identify significant changes.

  • Analyse marketing campaigns: Correlate periods of increased points earned or redeemed with ongoing marketing campaigns to assess their impact.

  • React to unusual developments: A sudden drop in the take-up rate or points redeemed may indicate that rewards are unattractive.

Store credit

The Store credit tab shows how much store credit you’ve issued, how much your customers have used, and where it comes from.

⚠️ This tab is available on Shopify only, for brands with the Store credit option or a Premium or Enterprise plan. It only appears if Store Credits are enabled on your store.

Indicators

  • Store credit earned: amount of store credit issued over the period.

  • Store credit redeemed: amount your customers used in their orders over the period.

  • Usage rate: share of the issued credit that has been used. The calculation is explained in the ? tooltip.

Each indicator shows its change compared with the previous period.

Credit sources

The Store credit generated chart breaks down the credit issued by source, in amount and percentage:

  • VIP cashback

  • Rewards (points redeemed for store credit)

  • Automation

  • Manual grant (from the customer profile)

Generated vs consumed

The Store credit consumed chart compares credit issued and credit used over time. A growing gap means credit is sitting unused in customer accounts: a good moment to remind your customers about it.

If you sell in several currencies

Loyoly never converts store credit amounts and never adds two currencies together.

  • A currency selector appears at the top of the page, next to the period selector, on this tab only.

  • It lists the currencies in which credit was issued. Your main currency comes first and is selected by default.

  • All data on the tab is shown in the selected currency.

If your store uses a single currency, or if credit was only issued in one currency, the selector doesn’t appear.

FAQ

The tab is empty. Is that normal?
Yes, as long as no store credit has been issued on your store.

A currency shows 0 everywhere.
No credit was issued or used in that currency over the period. Try a wider period.

Can I see credit that’s about to expire?
Not yet: expirations aren’t tracked in this tab.

Since when is data available?
Since October 19, 2026.

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