Read your dashboard

Start with a clear question

For example: “How many stamp visits did our first outlet record this month?” Keep the location, dates and metric consistent before comparing numbers.

Choose the location

Open Overview. Use Add filter or the Store chip to select the location you want to review. Keep the all-store view when checking the whole programme.

Set the dates

The default is This month · UTC. Open Dates, choose a preset or edit the bounds, then select Apply. Cancel keeps the previous selection. The Overview filter row controls its totals, activity chart and location performance together.

Read the activity

Use Show to switch between Member visits and Rewards redeemed. Inspect individual days rather than relying only on the total. Overview supports up to 366 days, including today’s incomplete day.

Follow up on the result

Review Location performance, open the relevant member or outlet, or use View live for recent recorded events. Investigate the underlying activity before changing the programme.

Know what the numbers mean

Measure	What it tells you	What it does not tell you
Visits	Recorded stamp-issued events	Unique visitors, all foot traffic or purchases without a recorded stamp
Rewards redeemed	Recorded reward claims, including repeat claims	Sales value, payment volume or profit
Active stores	The current number of active stores within the store selection	How many stores were active throughout a historical period
Working towards a reward	Progress among loaded active members, grouped as Goal reached, On track or Not started	A forecast or a conversion rate

Unavailable is not zero. Check loading errors and retry before drawing a conclusion. Reporting has bounded reads; narrow a date range if the report cannot load completely. Demo figures are fictional, not saved transactions.

Compare trends fairly

The Reward redemptions graph in Rewards and Successful referrals graph in Referrals have their own Dates and Compare controls. They use complete UTC days and exclude today, unlike Overview. Choose 7, 30 or 90 days, or a custom range of up to 366 complete days. Compare against the immediately preceding equal-length period.

Hover over a day to inspect it. Click once to start a highlighted range and again to finish; Clear or Escape removes the highlight. Highlighting does not change the report’s date filter. Choose View data to inspect the underlying report. See the full reporting guide for controls and limits.

Avoid comparing a partial day with a full day. Also consider opening hours, holidays, closures and changes in staff recording habits before treating a rise or fall as a change in customer behaviour.

Start here

For owners

For managers

For staff

Shared references

Your account