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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.

James Dohm avatar
Written by James Dohm
Updated over a week ago

Introduction

Your Rivo dashboard provides comprehensive analytics to help you understand how your loyalty program is performing and driving business growth. This feature transforms core ecommerce metrics into loyalty-based insights, showing the real value that Rivo drives to your business. This guide covers all analytics sections, what each metric means, and how to use this data to optimize your loyalty program.

✨ Dashboard Analytics and reports are supported on all the paid plans


Accessing Your Analytics

Click "Analytics" in the left sidebar of your Rivo dashboard to access five main analytics sections:

  • Dashboard - High-level overview of your program's impact on orders and customer retention

  • Loyalty - Detailed metrics about your points program, customer engagement, and revenue attribution

  • VIP Tiers - Analytics specific to your VIP tier program and customer progression

  • Referrals - Performance metrics for your referral program and advocate activity

  • Accounts - Customer account activation and login analytics

For each metric, you can click View Report to see a more detailed breakdown. Use the date picker to select a specific date range for your report - you can choose to view your data weekly, monthly, or daily. The comparison feature allows you to compare data from different periods or segments.

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On every metric, you can see a day-by-day breakdown of orders, providing granular insight into your sales performance.


Analytics Dashboard Overview

The main Analytics Dashboard provides a high-level view of how your loyalty program impacts your overall business performance.

Order Data Metrics

Total Revenue Generated - The total revenue from orders placed by loyalty program members within the selected date range.

Rivo Orders - The number of orders placed by customers who are part of your loyalty program, showing program engagement.

Rivo AOV (Average Order Value) - The average amount spent per order by loyalty program members, calculated by dividing net sales from Rivo orders by the count of those orders.

Retention Data Metrics

Customer Repurchase Rate (30, 90, 365 days) - The percentage of customers who make repeat purchases within these timeframes. For example, the 30-day rate shows how many new customers from the selected period came back and placed another order within 30 days of their first order.

Customer LTV (Lifetime Value) - The predicted total value a customer will bring to your business over their lifetime, calculated as total sales divided by unique customers.

Performance Comparison Metrics

Rivo Revenue as % of Total - What percentage of your total revenue comes from loyalty program members. This is a key indicator of how much Rivo is contributing to your overall sales.

Rivo AOV vs Total AOV - How the average order value of loyalty members compares to all customers, showing the spending impact of your program.

Returning Customer Orders % - The percentage of orders that come from repeat customers, indicating customer loyalty.

Returning Customer Revenue - Total revenue generated from repeat customers, a crucial indicator of customer loyalty and satisfaction.


Loyalty Analytics

The Loyalty Analytics section provides detailed insights into how your points program is performing and engaging customers.

Revenue Performance

Loyalty Attributed Revenue - Revenue that can be directly attributed to your loyalty program activities, showing the real impact of your program.

Loyalty Attribution Rate - The percentage of total revenue that comes from loyalty program engagement.

Points Analytics

Outstanding Earnings Balance - The total value of points that customers have earned but not yet redeemed, representing your program liability.

Points Redemption Rate - The percentage of earned points that customers actually redeem for rewards, indicating program engagement.

Customer Analytics

Total Customers - The total number of customers in your loyalty program.

Program Members Added - New customers who joined your loyalty program during the selected period.

Redeeming Members Added - New customers who not only joined but also redeemed rewards during the period, showing high engagement.

Program Analytics

Rewards Redeemed - The total number of rewards claimed by customers, showing program utilization.

Activities Completed - The number of point-earning activities completed by customers (purchases, social shares, etc.).

Order Analytics

Total Revenue Breakdown - Revenue analysis showing how loyalty members contribute to your business compared to non-members.

Average Order Value Analysis (trailing 12 months) - Comparison of spending patterns between loyalty members and non-members over the past year.

Repeat Purchase Rate (trailing 12 months) - The percentage of customers who make multiple purchases over the past year.

Average Purchase Frequency (trailing 12 months) - How often customers make purchases on average over the past year.

Discounts Used by Members - The total value of discounts redeemed through your loyalty program, representing your investment in customer retention.


VIP Tiers Analytics

If you have VIP tiers enabled, this section shows how customers progress through different tiers and their spending behavior.

Customer Tier Distribution

Customers In Tiers - A breakdown showing how many customers are in each VIP tier at the end of the selected period.

VIP Tier Entries - The number of customers who entered different VIP tiers during the selected period, showing tier progression.

Order Analytics by Tier

Total Revenue by Tier - Revenue breakdown showing how much each VIP tier contributes to your business.

Average Order Value by Tier (trailing 12 months) - How spending per order varies across different VIP tiers.

Repeat Purchase Rate by Tier (trailing 12 months) - Loyalty behavior comparison across different VIP tiers.

Average Purchase Frequency by Tier (trailing 12 months) - How often customers in each tier make purchases.


Referrals Analytics

The Referrals Analytics section tracks the performance of your referral program and identifies your top advocates.

Revenue Performance

Total Referral Revenue Generated - All revenue generated through your referral program.

Friend Revenue Generated - Revenue from customers who were referred by advocates.

Advocate Revenue Generated - Revenue from customers who are actively referring others.

Referral Funnel Performance

Referral Traffic - The number of unique clicks on referral links, showing initial interest.

Blocked Referrals - Referrals that were blocked due to fraud prevention or other rules.

Claimed Referrals - Referrals where the friend signed up and claimed their discount.

Completed Referrals - Referrals that resulted in an actual purchase, the ultimate success metric.

Performance Rates

Claim Rate - The percentage of referral link clicks that result in claimed discounts.

Conversion Rate - The percentage of claimed referrals that result in completed purchases.

Acquisition Performance

New Customers Acquired - First-time customers who made their initial purchase through a referral.

Total in Friend Discounts - The total value of discounts used by referred friends.

Total in Advocate Discounts - The total value of rewards given to advocates for successful referrals.

Advocate Performance

Top Advocates - Your most successful referrers based on completed referrals.

Top Advocate Signup Sources - Where your best advocates are coming from (tracked via UTM parameters).

Top Advocate Share Clicks - Which sharing methods (social media, email, etc.) your advocates use most.


Accounts Analytics

The Accounts Analytics section helps you understand customer account activation and login behavior.

Account Activation

New Activated Accounts - Customer accounts that were newly activated during the selected period.

Session Analytics

Logged In Sessions - Total sessions where customers were logged into their accounts.

Logged In Sessions (Unique) - Unique sessions with logged-in customers.

Total Sessions - All sessions on your site, including logged-out visitors.

Total Sessions (Unique) - Unique sessions by device, including all visitors.

Email Code Logins

Total Email Code Logins - All attempts to log in using email verification codes.

Verified Email Code Logins - Successfully completed email code logins.

Verification Rate - The percentage of email code login attempts that are successfully verified.

Average Seconds to Verify - How long it takes customers on average to complete email verification.

Social Login Analytics

Total Google Logins - All login attempts using Google authentication.

Unique Google Users Logged In - Individual customers who used Google login.

Total Apple Logins - All login attempts using Apple authentication.

Unique Apple Users Logged In - Individual customers who used Apple login.

Auto Login Performance

Total Auto Logins - Automatic logins that occurred without customer action.

Unique Auto Login Users - Individual customers who experienced auto login.


Date Filtering and Comparisons

All analytics sections include powerful filtering and comparison tools:

Date Range Picker - Select custom date ranges to analyze specific periods. You can choose to view your data weekly, monthly, or daily.

Comparison Periods - Compare your selected period to previous periods (previous period, same period last year, etc.) to track trends and measure impact.

Time Threshold Options - Available in some sections to adjust how data is calculated and displayed.


Reports and Data Export

For detailed analysis, you can access comprehensive reports and export your data:

Detailed Reports - Click "View Report" on any metric to see detailed breakdowns and individual records with day-by-day analysis.

CSV Export - Export report data as CSV files for further analysis in spreadsheet applications. Click the "Export" button on any report page.

Export Options - Choose to group exported data by date or by customer, depending on your analysis needs.

Email Delivery - Large exports are processed and delivered to your email address. You'll receive a notification when your export is ready.


Understanding Your Data

To get the most value from your analytics:

Regular Monitoring - Check your analytics regularly to identify trends and opportunities for program optimization.

Compare Periods - Use comparison features to understand if changes to your program are having the desired effect.

Focus on Key Metrics - Identify which metrics matter most for your business goals (revenue attribution, customer retention, etc.).

Data Processing - Some analytics sections may show a processing banner while data is being calculated, especially after making program changes.


Common Questions

How do I access different analytics sections?

Click "Analytics" in the left sidebar, then use the submenu to navigate between Dashboard, Loyalty, VIP Tiers, Referrals, and Accounts analytics.

How often is my analytics data updated?

Your analytics data is updated regularly. Some sections may show a processing banner when data is being calculated, especially after making changes to your program.

Can I export my analytics data?

Yes, you can export detailed reports as CSV files. Click the "Export" button on any report page, choose your grouping preference (by date or customer), and the file will be emailed to you.

What's the difference between total sessions and logged-in sessions?

Total sessions include all visitors to your site, while logged-in sessions only count visitors who were authenticated with their loyalty accounts.

How is loyalty attributed revenue calculated?

Loyalty attributed revenue includes revenue from orders where customers engaged with your loyalty program through earning or redeeming points, referrals, or other program activities.

What does "trailing 12 months" mean in the metrics?

These metrics calculate averages based on customer behavior over the previous 12-month period, providing a more stable view of long-term trends.

Why might some analytics sections show different date ranges?

Different features were launched at different times, so some analytics (like advocate signup sources) may have data starting from when that tracking was implemented.

How can I use this data to improve my loyalty program?

Focus on metrics that align with your goals. If you want to increase repeat purchases, monitor your repeat purchase rates and average purchase frequency. If you want to grow your program, track new member additions and referral performance.

Where can I access the legacy points and referrals dashboard?

The legacy dashboard is here to stay (for now) and you can access the dashboard for points here, and the dashboard for referrals here.

Is there a place I can monitor activity on my loyalty and referrals program?

Yes! You can see this under the activity page or on your dashboard.

Where can I submit feedback about the new dashboard?

Send us your feedback via chat, or by creating a post here.

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