Partner dashboard
Keep an eye on all your brands on a single screen. Menu: Overview (/partner/dashboard) and Insights (/partner/insights).
Overview
At the top you see how many brands you manage and the selected period. Change the period with 7d, 30d or 90d.
Indicators
| Indicator | What it is |
|---|---|
| Active members | Active members across all your brands |
| Points issued | Points issued in the period |
| Points redeemed | Points redeemed in the period |
| Redemptions | Number of redemptions |
| Campaigns | Active campaigns |
| Budget used | Budget consumed; only appears if a budget is allocated |
Brand portfolio
One card per brand with its figures for the last 30 days. Click it to open that brand's detail (see Brands). If you see No brand data yet., you do not have brands with data yet.
Charts and SLA
- Member activity: members per day.
- Points flow: points issued and redeemed per day.
- Budget consumption: split between cashback and gift cards, with the percentage of the budget.
- Evidence review SLA · 7d: Pending (to review), Oldest (hours of the oldest), Avg approval (average approval hours) and Breaches (missed deadlines), plus new evidence per day.
Each chart has an accessible table with the same data.
Programme and campaign tables
Programmes lists each programme with Brand, Type, Members (active / total), Points, Txns and Status. Active campaigns shows the first six; the link takes you to Campaigns.
Export
The Members, Programmes and Campaigns buttons (download icon) download a CSV with the data from all your brands.
Insights
Portfolio analysis screen.
| Block | What it shows |
|---|---|
| MRR approx, Active members, Churn risk, Forecast (14d new) | Key portfolio figures |
| Revenue | Revenue for the last few months |
| Retention cohorts | What percentage of each monthly cohort is still active (columns M1, M2…) |
| Churn risk distribution | How many members are at each churn risk level |
| Brand benchmark | Per brand: Active members, Points 30d, Live campaigns and At risk (% at risk) |
| Forecast | Projection of New members and Points velocity |
Use Brand benchmark to decide which brand to call first: mentally sort by At risk and by active campaigns.
OCR KPIs
OCR KPIs (/partner/dashboard/evidence-kpis) summarises automatic receipt validation: Total submitted, Accept ratio and Manual review queue. To act on the queue, go to Bulk evidence.
Read-only views
These screens list the data from all your brands. They have a CSV export button and do not allow editing.
| Menu | What it lists | Extras |
|---|---|---|
| Programmes | Programmes from all your brands | Detail with Total Members, Active Members, Issued 30d, Redeemed 30d and Transactions 30d |
| Members | Name, email, phone, programme, tier, balance, status, sign-up date and last activity | Search box and All programmes filter |
| Campaigns | Campaigns in your programmes | Search box; the detail shows Scans, Unique participants and Winning moments |
| Transactions | Date, member, programme, type, points, amount and description | Filter by programme |
To change anything, step into the brand.