📊New dashboard

You can switch between the old and new dashboards. You can also select the period for which all data will be displayed on the new dashboard. Gross Revenue Total revenue for the selected period. Calculated as: Gross Revenue = Loyalty Revenue + Referral Revenue + Non-Loyalty Revenue

Loyalty Revenue Revenue from customers who participate in the loyalty program. Shows how effective the loyalty program is and how valuable returning customers are. Referral Revenue Revenue from customers who joined through the referral program. Shows how well referrals and word-of-mouth work. New Visits The number of first-time visits during the selected period. Shows how well the business attracts new customers. Growth of this metric means marketing is working well. Repeat Visits The number of visits from customers who have visited before. Shows customer retention and repeat activity. A high value means strong customer loyalty. Referrals The number of unique new customers who joined through the referral program during the selected period. Shows how actively existing customers recommend your business.

On the right, you can see the number of visits by repeat customers, new customers, and referrals for the selected period.

✅ In the upper right corner of each block with graphs, you can find an icon with a hint about how each block is calculated and what it shows.

If you switch to the Visits tab, the graph will show the number of visits, and the revenue values will be on the right.

Lifetime value of a customer — LTV LTV = gross revenue / number of customers Customer Lifetime Value (CLV) The average revenue generated by one customer over time. Calculated as: Customer Lifetime Value = (Loyalty Revenue + Referral Revenue) / Total Customers Shows the long-term value of a customer and helps control acquisition costs. Return on Investment (ROI) Shows how effective loyalty and referral programs are. Calculated as: ROI = ((Loyalty Revenue + Referral Revenue − Total Cost) / Total Cost) × 100%

A value above 100% means the investment is profitable.

The difference from the previous period is shown as a percentage in the upper right corner. This applies to all values where this figure is shown as a percentage.

Finance section:

Total Revenue Total revenue for the selected period, broken down by revenue sources. Shows how much revenue the business generated and where it came from.

Repeated Members Revenue Revenue from customers who participated in the loyalty program in previous periods. Calculated as: Returning Customers Revenue = Total Loyalty Revenue − New Customers Revenue Shows revenue from existing loyalty members, excluding new participants.

New Members Revenue Revenue from customers who joined the loyalty program for the first time during the selected period. Helps evaluate how effectively new customers are attracted to the loyalty program.

Referral Members Revenue Revenue from customers acquired through referral links shared by existing loyalty members. Shows how effective the referral system and word-of-mouth marketing are.

Unknown Customers Revenue Revenue from customers who are not part of the loyalty program. Shows revenue from customers who are not covered by loyalty or referral programs.

Total Investment The total amount invested in the loyalty program.

Calculated as: Total Investment = Platform Payment + Rewards Cost Helps control loyalty program expenses and optimize the budget.

Platform Payment Regular payments for using the loyalty platform. Shows fixed costs required to keep the loyalty program running.

Rewards Cost Expenses for rewards given to loyalty program participants. Shows costs related to customer motivation and referral bonuses.

Return on Investment (ROI) Shows the financial result of loyalty and referral programs after costs.

Calculated as: Profit = Added Revenue − Total Investment

A positive value means the programs are profitable.

Added Revenue Additional revenue generated by loyalty and referral programs.

Calculated as: Added Revenue = Loyalty Revenue + Referral Revenue

Shows the direct financial impact of marketing programs.

Loyalty Revenue Revenue generated from customers who participate in the loyalty program.

Shows the effectiveness of the loyalty program and the value of loyal customers.

Referral Revenue Revenue generated from customers acquired through referral links. Shows how effective word-of-mouth and referral programs are.

Average Order Value The average purchase amount across different customer groups. Helps compare the purchasing behavior of loyalty members and non-loyalty customers.

Loyalty Members Average order value of customers who participate in the loyalty program. Shows whether loyalty participation affects the purchase amount.

Non-Loyalty Members Average order value of customers who do not participate in the loyalty program. Used as a baseline for comparison with loyalty members.

Richie AI:

This section is displayed if you have the AI option enabled.

This block is displayed for the entire time period.

Lift transactions per client: ((B - A) / A) * 100

Lift revenue per client: ((B - A) / A) * 100

The average number of visits and revenue per day is indicated next to the graph titles.

The graphs themselves show visits and revenue from groups A and B.

The average total number of visits and revenue received for the period is indicated next to the graph titles.

The graphs themselves show the number of visits and revenue from groups A and B.

These graphs show the difference in visits and revenue between groups A and B.

Lift visits, Lift revenue, Lift visited clients, Lift average spend are also calculated using the formula ((B - A) / A) * 100

Visits:

The widgets show: number of visits, total revenue, number of unique customers, average check for the selected period. The graphs show the number of visits and revenue during the period.

These graphs show the number of customers and the average check over the period.

Performance:

Enrollment rate = (number of customers in the selected period / total number of customers) * 100 Engagement rate = (customer visits during the selected period / total number of customers) * 100 Churn Rate - the percentage of customers who were in the previous period and did not visit during the selected period

The number next to the return rate graph shows the percentage return rate for the previous period. The return rate graph shows the number of customers who visited during the period. The activity graph shows the times when visits are most frequent.

Program members:

The graphs show the number of new customers per month, this year and last year, and the channels of installation.

These graphs show the ages and genders of your customers.

In the top 5 clients, you can see the ranking by revenue and visits.

Reputation management:

The graphs show ratings for the entire period and the average rating for the selected period.

Here you can sort the ratings by value.

Customer segments (RFM):

These graphs show the distribution of customers by segment, the distribution of revenue by segment, the average revenue per customer by segment, and the distribution of the number of payments by segment.

Points analytics:

The graphs show the dynamics of earning and spending points, stamps, and rewards.

Referral analytics:

The widgets show the number of cards and the number of customers in the referral program (those who have fulfilled the referral program conditions and received a bonus), referral conversion (number of referrals/number of card installations by referrals as a percentage), and revenue generated by referrals. The graph shows the dynamics of card installations under the referral program, and next to it is a list of referral customers.

Real timeline:

The table displays the latest transactions in real time.