Performance dashboard

The Performances section of Shift is the executive KPI view of your Program. It shows how many Consumers are active, how many Rewards have been generated, and how many Gifts have been distributed, over any time window you choose. The sidebar entry reads Performances and the page heading reads Dashboard: they are the same screen. Every signed-in user reaches this page, whatever their roles. See Users management for the full role matrix.

Which sub-tab answers which question

Each sub-tab covers one flow. Start from your question.

Your question	Sub-tab
Is my Consumer base growing, and how much of it earns anything?	Audience
How much Cashback did automatic Rewards generate, and on which Brands?	ALO Rewards
How are the pro merchants of my LBS network performing?	LBS Rewards
How many Gifts did we hand out, and for what value?	Gifts
How many discount codes were taken up?	Coupons
How many gift cards did Consumers buy, and what did they save?	Vouchers

Totals never carry over from one sub-tab to another: a Cashback counted on ALO Rewards is not counted again on Vouchers. Read each sub-tab on its own.

Which sub-tabs you see

Three of the six sub-tabs depend on how Paylead configured your Program.

Sub-tab	Shown when
Audience	Always
ALO Rewards	Always
LBS Rewards	`has_lbs` is enabled on your Program
Gifts	Always
Coupons	`has_coupon` is enabled on your Program
Vouchers	`has_evo` is enabled on your Program, the flag that also drives Easy Vouchers

If a sub-tab you expect is missing, ask Paylead from the Support button in Shift whether the flow is enabled on your Program.

Choose a period

Pick one of the preset ranges above the sub-tabs, or set a custom range with the Date From and Date to fields next to them. Changing the range reloads every total and chart below, and typing a date clears the highlighted preset. Each preset sets a different kind of bound. Pick the one whose bound matches what you are about to say.

Preset	Range it sets	Use it to
This month	1st of the current month to the last day of that month	Watch the month in progress. The end bound is in the future, so the figures keep moving until the month closes.
Last month	The whole previous month	Quote a closed month, the one preset that cannot change under you.
6 months	1st of the month six months back to the end of the current month	See a trend. This is the default view.
This year	1 January to 31 December of the current year	Track the year to date against its target.
Last year	The whole previous year	Compare a closed year.
Lifetime	No start bound, to the end of the current month	Report a running total since the Program launched.

How the period applies

Every total, chart, and ranking on every sub-tab is bounded by the selected range. Total onboarded since launch, on the Audience sub-tab, is the exception: it always shows the running total to date. Ranges longer than 92 days, and Lifetime, are plotted month by month; shorter ranges are plotted day by day. That interval is the bucket the charts and counts are grouped into, and the switch is automatic: widening a custom range past 92 days re-plots the same data month by month. Some tooltips read “since the launch” on figures that are in fact bounded by the selected range: Total subscribers, Total churners, and Total rewarded on Audience, and five of the eight ALO Rewards totals. Trust the selected period when you quote these figures in a report. The sub-tab and the period are written into the page URL, as /performances/<sub-tab>/<period>. Bookmark or share that URL to reopen the same view; a custom range replaces the period segment with ?start= and ?end= query parameters. The sub-tab segments are consumers (the Audience sub-tab), rewards, lbs, gifts, coupons, and vouchers. The period segments are this-month, last-month, 6-months, this-year, last-year, and lifetime. So the ALO Rewards figures for the closed month sit at /performances/rewards/last-month. Shift opens Audience over 6 months when it does not recognise a segment, so check the highlighted sub-tab and preset before quoting a figure from a link someone sent you.

Audience KPIs

The Audience sub-tab is the default view. It tracks how your Consumer base is growing and how many of them are earning Rewards. Each KPI carries a tooltip with its definition.

KPI	What it measures
Total onboarded since launch	Consumers registered in the Program and not churned, counted once each. Always the running total to date, whatever period you select.
Total subscribers	Consumers whose sign-up date falls in the selected range.
Total churners	Consumers whose unsubscribe date falls in the selected range.
Total rewarded	Consumers who generated at least one Cashback on a transaction executed in the selected range.

Below the totals, three charts break the figures down over the selected period:

Subscribers evolution, sign-ups per bucket as bars with a running Cumulative subscriptions line.
Churners evolution, unsubscribes per bucket as bars with a running Cumulative churners line.
Rewarded consumers, distinct Consumers rewarded in each bucket.

Compare Total subscribers against Total rewarded over the same range to see how much of your Consumer base earns value from the Program. Investigate a widening gap in Browse Consumers.

ALO Rewards KPIs

The ALO Rewards sub-tab covers Account-Linked Offers, the flow where a Consumer’s bank transaction matches an active Offer and a Cashback is generated automatically. Every figure is keyed on the transaction execution date, not on the date the Reward was validated or paid, so a Reward still awaiting validation already counts here. Eight totals appear, in two rows of four.

KPI	What it measures
Total rewarded	Consumers who generated at least one Cashback in the period, counted once each however many Rewards they earned.
Total playground	Total playground budget generated: the Cashback paid to Consumers plus your commission.
Total commission	Your Program’s own share of the playground, on the rewarded transactions of the period.
Generated revenue	Total amount of the transactions that generated a Cashback. Read it as the retail turnover the Program drove: Total commission is the figure that lands in your accounts.
Number of rewards	Number of Cashback lines generated in the period. One transaction produces one line.
Reward amount	Total Cashback paid to Consumers over the period.
Average reward	Average Cashback per Reward line: Reward amount divided by Number of rewards. Averaged per Reward, not per Consumer.
Average basket	Average amount of a transaction that generated a Cashback: Generated revenue divided by Number of rewards.

Three charts follow the totals:

Chart	What it plots
Reward amount + commission	Your Commission as bars, with the Reward amount paid to Consumers as a line, per bucket.
Rewarded consumers	Distinct Consumers who generated at least one Cashback in each bucket.
Number of rewards	Cashback lines generated in each bucket.

Four rankings close the sub-tab. All four rank Brands, whatever the heading says.

Ranking	Ranks Brands by
Number of rewards per merchant	Number of Cashback lines
Reward amount per brand	Total Cashback amount
Commission per brand	Total commission
Average reward amount per brand	Average Cashback per Reward line

Every ranking on the dashboard reads the same way: Brand Name on the vertical axis, Count or Amount (€) on the horizontal one. The ten best Brands are listed by default, and Show all expands a longer list. Export the underlying rows from the Rewards report.

LBS Rewards charts

The LBS Rewards sub-tab appears when has_lbs is enabled. It covers Local Business Solution, the interface that lets your Program’s pro customers run their own Campaigns, and opens straight on three charts.

Chart	What it plots
LBS Number of live Merchants	Distinct LBS merchants live on each date of the range.
LBS Number of unregistered merchants	LBS merchants that left, counted in the bucket of their offboarding date. This is a per bucket count, not a running total.
LBS Cashback - Reward amount per month	LBS Cashback paid as bars, with the matching Commission as a line, keyed on the transaction execution date. Despite the heading, it follows the same granularity rule as every other chart.

For a single Reward LBS Offer, use Offer performance.

Gifts KPIs

The Gifts sub-tab is always shown. Every figure is keyed on the Gift creation date, so a Gift counts as soon as it is issued, whether or not the Consumer has used it.

KPI	What it measures
Total activated gifts since launch	Consumers who received at least one Gift in the period, counted once each. It counts Consumers rather than Gifts, and it is bounded by the selected range.
Total gifts	Number of Gifts issued in the period.
Total gift amount	Total value of the Gifts issued in the period.

Three charts follow, one per measure over the selected period: Number of gifts, Gift amount, and Activated gifts. Use Gifts to issue a new Gift or to check the lifecycle of an individual one.

Coupons KPIs

The Coupons sub-tab appears when has_coupon is enabled. It reports two totals per Coupon family, all keyed on the Coupon creation date. Create and steer Coupons from Coupons.

KPI	What it measures
Total unique coupons	Unique Coupons created in the period, counted once each.
Total unique activated coupons	Consumers who had at least one unique Coupon created in the period, counted once each.
Total generic coupons	Distinct Consumer and Offer pairs that produced a generic Coupon in the period. A Consumer who takes the same generic Coupon twice counts once.
Total generic activated coupons	Consumers who had at least one generic Coupon in the period, counted once each.

Both “activated” totals count Consumers: read them as reach, not as redemption. Four charts follow, one per total over the selected period: Unique coupons, Unique activated coupons, Generic coupons, and Generic activated coupons.

Vouchers KPIs

The Vouchers sub-tab appears when has_evo is enabled. Every figure is keyed on the Voucher creation date, so a Voucher counts as soon as it is ordered. Five totals appear, three on the first row and two on the second.

KPI	What it measures
Total vouchers	Distinct Voucher orders created in the period.
Total voucher value	Total face value of those Vouchers, the amount they are worth at the Brand.
Total voucher sales value	Total amount Consumers actually paid to buy them.
Total voucher discount	The saving passed to Consumers: Total voucher value minus Total voucher sales value.
Total voucher commission	Your Program’s commission on the Vouchers of the period.

Three charts follow.

Chart	What it plots
Rewards amount + commission	The Voucher Discount as bars, with your Commission as a line.
Rewarded consumers	Distinct Consumers who ordered at least one Voucher in each bucket.
Vouchers	Distinct Voucher orders in each bucket.

Three rankings close the sub-tab.

Ranking	Ranks Brands by
Number of vouchers per brand	Distinct Voucher orders
Rewards amount per merchant	Voucher discount
Voucher commission per brand	Voucher commission

Two headings here reuse the ALO wording: Rewards amount + commission and Rewards amount per merchant both report the Voucher discount. Read them as discount, so they stay separate from the ALO Rewards figures. Export the underlying rows from the Vouchers report.

What’s next

Offer performance

Measure the turnover, Rewards, fees, and activity generated by one published Offer.

Rewards report

Export the underlying Reward data for accounting and BI.

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Integration

Performance dashboard

Which sub-tab answers which question

Which sub-tabs you see

Choose a period

How the period applies

Audience KPIs

ALO Rewards KPIs

LBS Rewards charts

Gifts KPIs

Coupons KPIs

Vouchers KPIs

What’s next

Offer performance

Rewards report

​Which sub-tab answers which question

​Which sub-tabs you see

​Choose a period

​How the period applies

​Share a view

​Audience KPIs

​ALO Rewards KPIs

​LBS Rewards charts

​Gifts KPIs

​Coupons KPIs

​Vouchers KPIs

​What’s next

Offer performance

Rewards report

Which sub-tab answers which question

Which sub-tabs you see

Choose a period

How the period applies

Share a view

Audience KPIs

ALO Rewards KPIs

LBS Rewards charts

Gifts KPIs

Coupons KPIs

Vouchers KPIs

What’s next