Dashboard

Antavo’s Reporting Dashboard helps create graphically visualized statistics on the homepage of your Backoffice. The built-in editors assist in setting up scorecards and charts and define the statistical data that you would like to visualize on the Dashboard. The Dashboard is displayed right after logging into the Antavo Backoffice and you can navigate back anytime by clicking the first icon on the top of the main sidebar.

When editing charts or scorecards, you can find a preview of how Dashboard elements will look, even before the changes are saved and live on the Dashboard. This way you can make sure that you’ll get the metrics that you’re looking for.

Use categories to group your coherent charts and cards. Category tabs appear on the left side of the Dashboard so that you can navigate and switch views.

Configuring charts

Charts are designed to give you an insight into how your metrics are changing in time, for example, the number of points earned/redeemed, number of reward redemptions, number of loyalty members (by country, by gender), challenge completions, number of customers on different levels, number of shares. 

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By analyzing charts, you can identify trends or peak periods. If you detect undesirable customer behavior, you can act in time and change your loyalty program mechanism.

Add a new chart

To create a new chart, click the ‘Create chart’ button on the top right-hand side of the Dashboard.

Basic information

• Add the title of the chart
  It will appear on the top of the chart on the Dashboard. Note that the title should not exceed 32 characters.

• Add a short description
  Note that the short description should not exceed 128 characters.

• 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. Note that the category’s name should not exceed 32 characters.

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Data set

• Define the data that you’d like to display on the chart by selecting a data type from the dropdown menu
  Only one type of data can be added to one single chart. Please create another chart to display more data types.

• Group your data set in order to compare results across different data subsets
  eg. the number of shares by each social media network.

• Select one or more groups to be displayed on the chart
  You can restrict the visualization of the data set to certain subsets, eg. display the number of Facebook shares on the chart only.
  You can filter by customer events. The data type should be set to action, to include the custom event as an available option in the Allowed groups field.

• Limit the number of groups to be displayed, if necessary

Data visualization

• Select the type of chart that you want to create
  You can create a line, an area, a bar, or a pie chart.

• Enable ‘Stack’ to display data subsets on top of each other in case you’re creating a bar chart
  By default, the data subsets are added next to each other.

• Select the timeframe of the data displayed

• Turn on the date picker to update the timeframe right on the Dashboard

• Select a time resolution
  The time resolution defines the granularity of the data visualized on the chart.

• Set the width of the chart
  You can choose to display the chart in full, quarter, half, one-sixth of the page.

• Choose between vertical or horizontal visualization of the data online, area, and bar charts
  Direction setting is not available for pie charts.

Unknown values

• 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
  Note that the unknown group’s name should not exceed 32 characters.

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

Configuring scorecards

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.

Add a new scorecard

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

Basic information

• Enter the title of the scorecard
  It will appear on the top of the scorecard on the Dashboard. Note that the title should not exceed 32 characters.

• Add a short description
  Note that the short description should not exceed 128 characters.

• 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. Note that the category’s name should not exceed 32 characters.

Data visualization

• Select the timeframe of the data displayed
  Please note that date pickers cannot be added to cards.

• Define the width of the card appearing under category tabs

• Phrase a context to the calculated value to make it understandable
  Note that this field should not exceed 128 characters.
  eg. %s earned points, where %s indicates the calculated number

• Select yes to display the calculated number in an abbreviated representation under the ‘Humanize values’ option
  eg. 2681 will be displayed as 2.7K on the card

• Select a background color

Icon settings

• Select an icon display on the card above the calculated value from the dropdown menu

• Set the color of the icon with the help of the color picker

Data set

• 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)

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

Editing items

As already discussed before, you can always modify your Dashboard items.

• Click on the gear icon on the top right-hand side of your chart or card

• Click the ‘Edit’ option

• Change the settings and click the ‘Save’ button

Cloning items

When you would like to create a chart or a scorecard that is similar to an item you already have on the Dashboard, you don’t have to start the setup process from scratch, but you can make the necessary modifications using the editor.

• Click on the gear icon on the top right-hand side of your chart or card

• Click the ‘Clone’ option

Removing items

If you don’t need a chart or a scorecard anymore, you can remove it from the editor. Please note, that this is an irreversible action, you won’t be able to restore the element that you remove.

• Click on the gear icon on the top right-hand side of your chart or card

• Click the ‘Remove’ option

Ordering items

By simply dragging and dropping items, you can rearrange the order of charts and cards on the subpages of the Dashboard.

Exporting chart data

You can export the data that is displayed on the charts by clicking the ‘Download’ button at the top of the chart. The data will be downloaded to your computer as an .xls file.