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  • Allow unknown values
    In case you have applied grouping on the chart, you can decide if you’d like to display data with unknown values as a separate group on the chart, eg. the number of customers who don’t have a tier in the loyalty program.

  • Name the unknown group

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Don’t forget to save your chart by clicking on the ‘Save’ button before closing the page.

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A scorecard shows one single number, an important benchmark in your loyalty program that you would like to track, such as the average basket value on each level, the total number of points earned/spent, the total number of loyalty members (by gender, by age), average point earn on a daily or monthly basis.

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Add a new scorecard

Click the ‘Create card’ button on the sidebar or on the top right-hand corner of the Dashboard. 

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  • Enter the title of the scorecard
    It will appear on the top of the scorecard on the Dashboard.

  • Add a short description

  • Select an existing category or create a new one by typing a category name into the field
    Categories are added to the Dashboard as separate tabs or pages where cards and charts are displayed.

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  • Define the data that you’d like to display on the cart by selecting a data type from the dropdown menu

  • Select a grouping method
    If applicable, you can select a specific data subset that should be calculated on the scorecard.

  • Select the group(s) you would like to display
    This is where you can restrict the metric calculation to certain values of the data subset.
    eg. display the number of Facebook shares on the card only

  • Choose the calculation method (average or summary)

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