Loyalty Programme

Active members, point redemption and spend by tier

Category: Sales & MarketingComplexity: Intermediate

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Tracks whether the member programme really drives repeat purchases: who moves up a tier, which rewards are popular, how many points expire and what the programme costs against extra spend.

Dashboard info

CategorySales & Marketing
ComplexityIntermediate
Report pages2 pages
Estimated build time± 7 working days
Data in the exampleMember, transaction and redemption data
PriceUS$63 - US$188

Questions this dashboard answers

Do members spend more than non-members?
Which rewards are redeemed most?
How many points expire each month?

Report pages

Click an image to enlarge it. 1. Members and points · 2. Reward redemption

Visuals used

Treemap
Stacked columns
Clustered columns
Combo chart
Area line chart
Waterfall
Scatter plot

Interactive features

Period, region and category slicers
Cross-highlighting between visuals
DAX measures for growth and ratios
Conditional formatting for figures below target

Packages and prices

Choose the scope that fits. Each higher package includes everything in the lower ones. Prices exclude 11% VAT.

Package 1

Basic

US$63

excl. 11% VAT

Duration: 3 working days

Output: .pbix file, 1 report page

Includes

1 report page with KPI cards and the main visuals
Connection to one data source (Excel or CSV)
Period and category slicers
Power BI report file (.pbix)

Choose Package 1

Package 2 · most chosen

Standard (as shown)

US$109

excl. 11% VAT

Duration: 7 working days

Output: .pbix file, 2 pages + documentation

Includes all of Package 1, plus

Two report pages as in the example
Period, region and category slicers
Cross-highlighting between visuals
DAX measures for growth and ratios
Conditional formatting for figures below target
A clean data model and the DAX measures with notes
A 60-minute handover session

Choose Package 2

Package 3

Complete

US$188

excl. 11% VAT

Duration: 14 working days

Output: .pbix + publishing + team training

Includes all of Package 1 & 2, plus

Extra detail pages (drill-through) as needed
Several data sources or a database with scheduled refresh
Row-level security (RLS) if needed
Publishing to Power BI Service and access setup
Short team training (2 hours)
30 days of fixes after handover

Choose Package 3

Payment: 50% down payment before work starts, balance after the deliverables are handed over
Tax: Prices exclude 11% VAT
Data assumptions: Work is based on the data and requirements you provide; if they change, the scope may be reviewed
Revisions: Up to 2 revisions are included in the price

Frequently asked questions about Loyalty Programme

What is included in the "Loyalty Programme" package?

Power BI report file (.pbix) matching the example; Connection to your data (Excel, CSV or database) with a clean data model; The DAX measures used, with notes; Publishing to Power BI Service and access setup (if an account is available); A 60-minute handover session and two rounds of revisions.

Can the dashboard use my own data?

Yes. The example uses fictional data. For your order we connect the same layout to your Excel, CSV or database files and adjust the visuals to your own figures. Estimated work time is about 7 working days after the data arrives.

Do I need a Power BI license?

The .pbix file opens for free in Power BI Desktop. To share the report online with your team you need Power BI Service accounts (Pro or Premium); we can advise which one fits.

How is the price decided?

Each dashboard has three packages: Basic US$63, Standard US$109 (as shown here) and Complete US$188, excluding 11% VAT. Pick the one that fits; extra screens or pages, many data sources, custom integrations or very messy data adjust the quote after a short consultation.

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Dashboard info

CategorySales & Marketing

ComplexityIntermediate

Report pages2 pages

Estimated build time± 7 working days

Data in the exampleMember, transaction and redemption data

PriceUS$63 - US$188

Questions this dashboard answers

Do members spend more than non-members?

Which rewards are redeemed most?

How many points expire each month?

Packages and prices

Choose the scope that fits. Each higher package includes everything in the lower ones. Prices exclude 11% VAT.

Package 1

Basic

US$63

excl. 11% VAT

Duration: 3 working days

Output: .pbix file, 1 report page

Includes

1 report page with KPI cards and the main visuals
Connection to one data source (Excel or CSV)
Period and category slicers
Power BI report file (.pbix)

Choose Package 1

Package 2 · most chosen

Standard (as shown)

US$109

excl. 11% VAT

Duration: 7 working days

Output: .pbix file, 2 pages + documentation

Includes all of Package 1, plus

Two report pages as in the example
Period, region and category slicers
Cross-highlighting between visuals
DAX measures for growth and ratios
Conditional formatting for figures below target
A clean data model and the DAX measures with notes
A 60-minute handover session

Choose Package 2

Package 3

Complete

US$188

excl. 11% VAT

Duration: 14 working days

Output: .pbix + publishing + team training

Includes all of Package 1 & 2, plus

Extra detail pages (drill-through) as needed
Several data sources or a database with scheduled refresh
Row-level security (RLS) if needed
Publishing to Power BI Service and access setup
Short team training (2 hours)
30 days of fixes after handover

Choose Package 3

Payment: 50% down payment before work starts, balance after the deliverables are handed over

Tax: Prices exclude 11% VAT

Data assumptions: Work is based on the data and requirements you provide; if they change, the scope may be reviewed

Revisions: Up to 2 revisions are included in the price

Frequently asked questions about Loyalty Programme

What is included in the "Loyalty Programme" package?

Can the dashboard use my own data?

Do I need a Power BI license?

The .pbix file opens for free in Power BI Desktop. To share the report online with your team you need Power BI Service accounts (Pro or Premium); we can advise which one fits.

How is the price decided?

Loyalty Programme

Dashboard info

Questions this dashboard answers

Report pages

Visuals used

Interactive features

Packages and prices

Basic

Standard (as shown)

Complete

Frequently asked questions about Loyalty Programme

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Loyalty Programme

Dashboard info

Questions this dashboard answers

Report pages

Visuals used

Interactive features

Packages and prices

Basic

Standard (as shown)

Complete

Frequently asked questions about Loyalty Programme

Similar dashboards

Small Shop Overview

Retail Chain Sales

Digital Campaign Performance