Loyalty – Reporting and Dashboard

Open Admin → Marknadsföring → Översikt for the four cards summarising loyalty, gift cards and stamp cards. They show a current position, not a trend over time.

What the cards measure

One guest can have several completed stamp-card rewards. Oinlösta klippkort therefore does not simply count guests. A separate count of guests collecting stamps may appear below it.

Poängskuld is the card’s label. Its figure is not itself a booked SEK liability. At 10 öre per point, 10,000 points represent 1,000 SEK potential redemption value before program conditions and limits. Assess accounting treatment separately with your accountant.

Open details

• Marknadsföring → Lojalitet → Medlemmar: name, phone, tier, balance, total earned and 12 mån-spend. The list shows up to 200 members and search covers that loaded list.
• Marknadsföring → Klippkort: see cards in use, guests collecting and pending/redeemed rewards per card.
• Marknadsföring → Presentkort → Presentkort: search cards and check balance, original value, validity and status.

With shared loyalty active, follow Öppna kedjelojalitet for current shared balances and members. Do not interpret the restaurant’s local points list and overview cards as the chain’s shared total. Stamp cards remain local.

Use the information

If membership is low, check that the program is active and staff link guests before payment. A large guest register does not automatically mean many loyalty members.

For many pending rewards, check that staff know the redemption flow and the reward item remains on the menu. A high balance alone does not explain why guests are waiting.

For gift cards, reconcile active balances against sales, redemption, voiding and expiry records. The overview card does not replace an accounting reconciliation.

Reporting limits

This view has no redemption percentage, tier-distribution chart, time series, top-ten report or CSV export. It also has no export button for individual point histories. For a specific accounting extract, tell Vendion the period and information needed.

Review consistent metrics regularly and record the date and rules in force. Do not compare point balances as SEK amounts without checking whether point value or program scope has changed.