Understand your members - Measure your program.
See exactly how your program is performing and where to act next. Insight combines a real-time data warehouse, RFM scoring and visual dashboards to give loyalty managers direct control over their data-without writing SQL or waiting on IT.
Dashboards & Reporting
Give your team the data they need to act instantly
Make data-driven decisions without waiting on BI teams. Native dashboards put live program performance, partner metrics and financial reconciliations directly into the hands of loyalty managers.
- Access program performance data directly in the admin portal to eliminate reporting bottlenecks and drive day-to-day decisions
- Filter all views precisely by time period, time interval, partner and branch, then securely export as images or CSVs
- Ensure data security natively with partner-based access rights, letting each partner see only their own metrics while the operator sees everything
- Track key metrics effortlessly using a grouped overview of capabilities spanning Monthly Performance, Revenue Data, Earn/Burn stats and Member Behavior
- Connect external tools dynamically via the real-time reporting API for fast data selections
RFM Scoring
Predict behavior and pinpoint your most valuable members
Identify exactly who needs re-engagement and who deserves a reward before trends become problems. RFM scoring translates complex transaction data into clear, actionable member segments you can target immediately.
- Combine Recency, Frequency, and Monetary value to build a precise, three-dimensional behavioral picture of every member
- Target campaigns instantly using 10 standard, industry-recognized segments derived automatically from the recency and frequency matrix
- Incorporate segments directly as targeting conditions in coupon visibility and redeemability rules without any manual list management
- Trigger event-driven actions dynamically by using RFM segments as conditions in Workflow Engine automations
- Monitor your member base on live dashboards to spot shifts in behavioral segments early and react appropriately
Data Export & Real-Time DWH
Capture every event in real time
A scalable, real-time data foundation guarantees your automations and external systems are always acting on the latest information. Every interaction is persisted the moment it happens.
- Persist all loyalty events-transactions, coupon activity, bookings and tier changes-in real time the moment they occur
- Power truly event-driven mechanics by allowing the Workflow Engine to query live behavioral data as automation conditions
- Synchronize large-scale data with external BI systems instantly, keeping your analytics tools current and preventing ETL delays
- Connect directly to existing enterprise data warehouses using the available pre-SQL connection as an alternative to API delivery
Related capabilities
Insight connects directly with
Turn your loyalty data into strategic decisions
Talk to our team about setting up RFM scoring, dashboards and DWH connectivity for your program.