Selling Perks
Insights

The dashboard you’ll actually keep open.

Real-time sell-through, cohort behaviour, redemption velocity, and AI-drafted next actions for every Perk you run — and every customer who buys one.

Built for operators, not analysts

Every number, in the unit you sell in.

Dashboards designed for the person ordering tomorrow’s beans, not the consultant writing a deck. No bounce-rate. No vanity scores. Just cups, classes, treatments, visits — and the cash on the other side of them.

We model your shop the way you think about it: at the unit, the shift, the till, the regular. Every chart is interrogable in a single click — drill from a citywide trend to a single customer’s redemption history without leaving the page.

Four Lenses

Four ways to read your Perks program.

Each view is a complete answer to a question operators actually ask. Sell-through tells you what to launch next; cohorts tell you who to talk to; heatmaps tell you when; AI tells you how.

  1. Sell-through

    Live unit economics for every Perk you list: how many sold today, the median time-to-second-redemption, breakeven date, projected float at 30 / 60 / 90 days. The numbers operators actually want — at the granularity they want them at.

  2. Cohorts

    Group customers by behaviour, not demographics. Newbies who bought their first Perk this week. Pros who slowed down last month. Premiers who never miss a Tuesday. Lovalty assigns the tiers, you make the calls.

  3. Heatmaps

    Visit-density by hour, weekday, and location. Spot the Tuesday-3pm valley before it eats your week, and engineer a Perk that fills it. Compare two locations side-by-side without exporting a single CSV.

  4. AI recommendations

    Your virtual marketing manager. Lovalty AI spots churn-risk customers, suggests Perk variants you haven’t tried, and drafts the push notification that gets the at-risk regular back through the door. Approve with one tap.

Live sell-through

Watch a Perk pay for itself, in real time.

Every Perk page tracks its own micro-P&L: gross sales today, redemption velocity, breakeven date, current float, projected final margin. Refreshed every minute, plottable against any other Perk, exportable in one click.

We pre-compute the metrics that matter so the dashboard stays responsive on a six-year-old phone in a basement kitchen. You shouldn’t need a laptop to read your own business.

Live sell-through chart for a five-coffee Perk

Cohorts that mean something

Newbies, Pros, Premiers — automatically assigned.

The customer tier is a function of behaviour, not a sign-up form. Lovalty rolls every customer into one of three tiers based on recency, frequency, and Perk participation — and updates the assignment in real time.

Open any tier to see the underlying customers, their last visit, the Perks they’re holding, and the next nudge we’d recommend. Filter by location, by Perk, by visit cadence. Save the filter as a named cohort and re-open it next quarter to see who graduated.

Customer cohort view with tier breakdown

AI marketing, with a leash

A marketing manager that drafts. You approve.

Lovalty AI watches your shop the way a senior marketer would — quietly, all day, every day — and surfaces the small interventions that compound. A reminder to a slipping regular. A 24-hour flash variant on a Perk that’s underselling. A surprise on a birthday week.

Nothing fires automatically. Every recommendation arrives as a drafted message and a one-tap approve / decline. Your brand voice stays yours; we just take the blank-page problem off your plate.

Honest exports

Your data, your warehouse, your call.

Every chart in Lovalty is an export. Push to CSV, Google Sheets, or a Postgres warehouse you control. Pull via the Insights API if you’d rather wire it into your existing BI stack. We don’t hold your numbers hostage.

Bring your own dbt models, your own dashboards, your own accountant. Insights at Lovalty exist because they’re the fastest way to run the program — not because we want to be the only place you can read them.

Exporting a chart to CSV

See your numbers

We’ll build a sample dashboard from a single CSV.

Send us 30 days of redemption data — or a hand-typed sample — and we’ll show you what your Insights view would look like on Lovalty. No commitment, no setup.

Insights FAQ

What’s in there and how to use it.