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Understanding your Dashboard Analytics & Reports

Our new Dashboard Analytics feature is here to provide you with essential insights on the performance of your business.

Written by James Dohm

Understanding your dashboard analytics and reports

Rivo Analytics helps you track the business impact of your loyalty, referral, VIP, and account programs. This guide explains what each section covers, how key metrics are calculated, and what to expect from CSV exports.

✨ Analytics and reports are available on paid plans.




Analytics sections you may see

Open Analytics in the left sidebar.

Most stores see:

  • Dashboard

  • Loyalty

  • VIP Tiers

  • Referrals

  • Accounts

You may also see:

  • Benchmarks (if your store category is set)

  • Memberships (if memberships are enabled)

  • Cashback (if cashback is enabled)

Some pages can show a processing banner while data is still being prepared.




Date range and comparison controls

Most analytics pages include:

  • Date range picker

  • Comparison: No comparison, previous period, or previous year

  • Time grouping (on report pages): Daily, weekly, or monthly

Use the same date range across sections when you want apples-to-apples comparisons.




VIP and membership tier counts over time

If you’re reporting on tier counts, it’s important to know which metrics are snapshots and which are trends.

What you can see in Analytics today:

  • On Analytics > VIP Tiers and Analytics > Memberships, Customers In Tiers is a point-in-time snapshot at the end of your selected date range.

  • The Breakdown under that card is the same end-date snapshot, split by tier.

  • VIP Tier Entries shows how many customers entered each VIP tier during the selected range (entries over time), not active tier counts on each day/week/month.

  • On Analytics > Memberships, New Members Added trends new members added during the selected range, not active members-by-tier over time.

What is not available in-app today:

  • A built-in daily/weekly/monthly trend chart of active customers in each tier over time (for VIP tiers or membership tiers).




Common metric definitions (with formulas)

Dashboard

Rivo Orders
Orders that were attributed to Rivo activity (for example, loyalty discounts, referral activity, or other Rivo-attributed actions).

Rivo AOV
Average value of Rivo-attributed orders.

Formula:
Rivo AOV = total value of Rivo-attributed orders ÷ count of Rivo-attributed orders

Rivo Revenue % of Total
Share of orders attributed to Rivo versus all orders in the same date range.

Formula:
Rivo Revenue % of Total = Rivo-attributed order count ÷ total order count × 100

Customer LTV
Average revenue per unique customer in your selected time window.

Formula:
Customer LTV = total revenue ÷ unique customers

Loyalty

Loyalty Attributed Revenue
Revenue from orders attributed to loyalty activity.

Loyalty Attribution Rate
How much of total store revenue came from loyalty-attributed revenue.

Formula:
Loyalty Attribution Rate = loyalty-attributed revenue ÷ total store revenue × 100

Points Redemption Rate
How much of earned balance was spent in the selected period.

Formula:
Points Redemption Rate = spent balance ÷ earned balance × 100

Outstanding Earnings
Net balance movement for the selected date range (earned, spent, refunds/reversals, and expirations all affect this number).

Referrals

Claim Rate
Percent of non-blocked referrals that were claimed.

Formula:
Claim Rate = claimed referrals ÷ non-blocked referrals × 100

Conversion Rate
Percent of claimed referrals that completed a purchase.

Formula:
Conversion Rate = completed referrals ÷ claimed referrals × 100

New Customers Acquired
Completed referrals in the selected range.

Accounts

New Activated Accounts
Accounts activated during your selected date range.

Email Code Logins
Total email-code login attempts, verified logins, verification rate, and average time to verify.

Auth and Auto Login metrics
Google login and auto-login metrics include total and unique users.

Total Activation Analytics
Lifetime account activation metrics that do not change when you adjust date range.




Reports and CSV exports

Use View Report where available to open detailed report pages.
On supported report pages, click Export to request a CSV by email.

Current CSV exports support:

  • Outstanding Earnings report

  • Rivo Orders report

  • Rivo AOV report

  • Returning Customer Revenue report

  • Customer LTV reports


Export options and limits

  • Delivery: exports are emailed after processing

  • Grouping: “Date” and “Customer” options are shown in export modal

  • Customer grouping currently applies to Outstanding Earnings exports

  • Other report exports are time-series exports


Workaround for historical tier counts by tier

If you need historical by-tier reporting outside the current in-app snapshots:

  1. Go to Settings > CSV Exports

  2. In Data Type, choose:

    • VIP Tier Logs for VIP history

    • Membership Tier Enrollments for membership history

  3. Select your date range and export

These exports include historical and current records, including tier names and start/end timestamps, so you can build active-by-tier trend reports in your BI tool or spreadsheet.




Why CSV exports can be delayed

Most exports arrive quickly, but larger requests can take longer. Common reasons:

  • Very large date ranges

  • High order/customer volume

  • Customer-level grouping on large datasets

  • Temporary processing queue load

If an export takes unusually long, reduce the date range and try again. If it still does not arrive, contact support and include the metric and date range.




Scheduling and API availability

Can I schedule recurring analytics exports?

Not from the Analytics export modal today. Exports are currently one-time requests.

Can I pull Analytics metrics from a public API?

There is not a self-serve Analytics metrics API endpoint in the merchant dashboard today. For automated reporting workflows, use CSV exports and contact support for best-practice options.




FAQ

Do all metrics have a report page with export?
No. Export is available only on specific report pages.

Why do some charts or sections look different between stores?
Analytics sections can vary based on your enabled products and settings.

Why don’t my tier count snapshots match my tier-entry trend?
They measure different things. Customers In Tiers is a snapshot at the end of the selected range, while VIP Tier Entries and similar trend cards count events that happened during the range.

Why does my “Total Activation Analytics” not change with date range?
Those are lifetime metrics and are intentionally not date-range filtered.

What should I use for a custom Rewards dashboard in BI tools?
Use CSV exports with consistent date ranges and compare like-for-like metrics (for example, Rivo Orders and Rivo AOV from the same period and grouping).

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