Promotion Impact Report
The Insights menu and Standard Reports or Reports Overview sub-menu are only visible if you have the correct permissions to access reports.
The Promotion Impact report provides a comparison and precise measurement of the impact of offers. It highlights both the top and bottom 10 offer codes based on promotion effectiveness, and lets you create a customized report to compare individual campaigns and promotion effectiveness across various reporting periods.
For a selected period, you can view the top and bottom 10 offers, slice the information by dimension (offer code, offer description, or reporting identifier), and focus on specific metrics in the bar chart (such as incremental dollar value, incremental sales, bonus rewards, or bonus points issued). You can also set the report to show only completed offers, view related KPIs, apply additional filters, and control the colors used in the report.
Note: For more information about specific metrics within this report, see the Loyalty Product Reporting Training Handbook available from your Exchange Solutions representative.
Access, manage, filter, and use controls for the report
To access the Promotion Impact report:
- Navigate to Insights > Reports Overview > Standard Reports.
- Depending on the Console interface you're using, click either Promotion Impact or Promotion > Promotion Impact. The Promotion Impact report is displayed.
To use the controls on the bottom toolbar, refer to the Common Controls for Reports topic.
To view definitions of terms and usage notes, hover over the logo in the upper left corner of the report. The definitions and notes appear in a popup window.
Filter results in the Promotion Impact report
- Access the Promotion Impact report as described above, then go to the filter section at the top of the report. Select one or more filter options to refine the data presented.
- Select the Period Type to view the report for different periods, such as Fiscal Week or Program to Date. The default is Program to Date. The desired date elements can be selected from the Period Value filter.
- Choose the Period Value. The available weeks or other time dimensions depend on the Period Type selection. The report updates to show data for the selected period. Up to 24 values may be available in this list.
- Choose the Display Date. If the display date differs from when the offer began, select it here to include offers displayed before their start date.
- Select the Promo Start Date and Promo End Date — the dates on which the offer began and ended.
- Select the Business Unit. If there is more than one business unit or division, use this filter to specify which to include in the report.
- Choose whether the offer was Vendor Funded to filter to offers funded by a product vendor.
- Choose the Promo Audience. Depending on the offers generated, options may include Static Targeting (members selected when the offer is published) or Dynamic Targeting (members targeted when the offer begins).
- Select the Reward Type. Options include All, Activity Offer, Adhoc Reward, Dollar Off, Multi Behavior, Multiplier, Percentage Off, Points Per Unit, Redeem, and Threshold. Choose All or one or more specific types.
- Choose the Offer ID — select one or more to filter to specific offers identified by their offer IDs.
- Choose the Offer Description — select one or more to filter to offers grouped by a particular description (for example, "Spend > $450, earn 4,000 bonus points").
- Select the Reporting Identifier to filter to offers grouped by function. Examples include "Category Targeted," "Digital Personalized Offer," "Redemption Offer," and "Redemption Offer Targeted."
- Set the Event ID — the identifier for a particular event associated with offers. If no event ID applies to the offers being searched, set this to Null.
- Choose whether an LTC Indicator is associated with the offer. This indicator applies to Load to Card offers.
The relevant metrics are shown at the bottom of the first section based on the selections made above.
Top/Bottom 10 Offer Descriptions
The Top/Bottom 10 section measures how effective the top and bottom offers are compared to the rest, and provides a direct comparison among them using selected metrics. The default is 10 offers, but this can be set to any value between 1 and 20.
To control the results in the Top/Bottom 10 Offer Descriptions section:
- Access the Promotion Impact report as described above. Set the filters and go to the Top/Bottom 10 Offer Descriptions section.
- Select the Top/Bottom N — the number of offers to display. The default is 10; any integer between 1 and 20 can be set.
- Choose the Select Dimension to organize results by Offer Description, Offer Code, or Report Identifier.
- The Select Metrics filter sets the metric type displayed below. Options include Incremental $ Value (net value added by the offer), Incremental Sales (additional sales due to the offer), Bonus Points Cost (currency cost of the offer), or Bonus Points Issued (total points issued to members who accepted and completed the offer).
- The Offers with Completion filter sets results based on members completing the offer.
- Hover over any data point in the chart to view detailed metrics for that point in a popup window.
Promotion Performance KPI
The Promotion Performance KPI section lets you drill down into offer details for the selected periods. Offers are categorized by metrics including the number of members who responded, cost of the offer, incremental sales and value, return on investment, and average member benefits compared to value per member.
View detailed metrics in the Promotion Performance KPI section
- Access the Promotion Impact report as described above. Set the filters and go to the Promotion Performance KPI section.
- View the metrics per offer for each period. Hover over any value to view more information in a popup window.
- To view the sum of values in a column, click the column title.
Promotion Analysis
The Promotion Analysis section measures the distribution of results during each period set by the filters at the top of the page. A box plot is shown for each period, making it easy to compare results between periods.
The "box" represents where 50% of the results landed — from the bottom line (25th percentile) to the upper line (75th percentile). The middle point of the box, where the shading color changes, is the median (the middle value, not the average). The "whiskers" (the lines above and below the box) represent the boundaries for almost all values; data points outside the whiskers are outliers.
The chart provides an intuitive way to visualize the locality, spread, and skewness of campaign offer groups based on the selected metric.
Filter the results in the Promotion Analysis section
- Access the Promotion Impact report as described above. Set the filters and go to the Promotion Analysis section.
- Select the Analysis Metrics — the value of almost any metric (column title for the shaded cells) listed in the Promotion Performance KPI section (such as Bonus Points Cost, Bonus Points Issued, Incremental Sales, or Incremental $ Value).
- Choose the Color By setting to control how results are displayed in color — by Offer Code or Offer Description.
- To view the sum of values in a box plot column including outliers, click the title below the box plot.
- Hover over any data point in the chart to view detailed metrics for that point in a popup window.