> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paylead.fr/llms.txt
> Use this file to discover all available pages before exploring further.

# Performance dashboard

> Read your Program's executive KPIs, Consumer activation, ALO Rewards, Gifts, and more, over any time window.

The **Performances** section of [Shift](/glossary#shift) is the executive KPI view of your [Program](/glossary#program). It shows how many [Consumers](/glossary#consumer) are active, how many [Rewards](/glossary#reward) have been generated, and how many [Gifts](/glossary#gift) 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](/program/shift/access-and-roles) 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](/glossary#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](/glossary#easy-vouchers-evo) |

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.

### Share a view

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](/program/shift/browse-consumers).

## ALO Rewards KPIs

The **ALO Rewards** sub-tab covers [Account-Linked Offers](/glossary#alo-account-linked-offer), the flow where a Consumer's bank transaction matches an active [Offer](/glossary#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](/glossary#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](/glossary#brand), 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](/program/shift/rewards-report).

## LBS Rewards charts

The **LBS Rewards** sub-tab appears when `has_lbs` is enabled. It covers [Local Business Solution](/glossary#lbs-local-business-solution), the interface that lets your Program's pro customers run their own [Campaigns](/glossary#campaign), 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. |

This sub-tab is where you read `Reward LBS` Offer figures, aggregated across your LBS merchants. Unlike other Offer types, a `Reward LBS` Offer has no [Offer performance](/program/shift/offer-performance) page.

## 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](/program/shift/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](/program/shift/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](/program/shift/vouchers-report).

## What's next

<CardGroup cols={2}>
  <Card title="Offer performance" icon="chart-line" href="/program/shift/offer-performance">
    Measure the turnover, Rewards, fees, and activity generated by one published Offer.
  </Card>

  <Card title="Rewards report" icon="file-spreadsheet" href="/program/shift/rewards-report">
    Export the underlying Reward data for accounting and BI.
  </Card>
</CardGroup>
