A Loyalty Program Report
In this blog post, we will delve into a comprehensive Power BI report created to support decision-making for your grocery store chain. Our primary focus is on maximizing sales and margins through a strategic analysis of customer behavior and the effectiveness of loyalty programs.
Page 1: Performance Overview
Decomposition Tree Visualization: Navigate through your store’s performance, comparing On Card (loyalty program) and Off Card sales.
Understand key drivers, from unit sales to buyer behavior. Utilize KPIs to gauge overall performance, with filters for specific categories and rolling periods.
Insight: Uncover the nuances between loyalty program customers and others, optimizing strategies for each segment.
Page 1 - Performance Overview: Decomposition Tree Visualization: Navigate through your store’s performance, comparing On Card (loyalty program) and Off Card sales. Understand key drivers, from unit sales to buyer behavior. Utilize KPIs to gauge overall performance, with filters for specific categories and rolling periods.
- Insight: Uncover the nuances between loyalty program customers and others, optimizing strategies for each segment.
Page 2 - RFV Segmentation: RFV Matrix: Classify customers into segments like Champions, Loyal Customers, and more. Tailor CRM strategies for each segment based on recency, frequency, and value.
- Insight: Craft targeted approaches for different customer segments, maximizing engagement and loyalty.
Page 3 - Sales Trend Analysis: TY vs. YA Comparison: Examine trends in loyalty program sales, gross vs. net sales, and velocity. Use slicers to switch metrics dynamically.
- Insight: Assess the impact of sales trends and pricing on the loyalty program customer base.
Page 4 - Loyalty Program Points Trend: Points Distribution Chart: Analyze loyalty program points given this year and last year to understand trends impacting sales and margins.
- Insight: Gain visibility into how loyalty program points correlate with overall performance.
Page 5 - Promotional Mix: Stacked Column Chart: Evaluate the effectiveness of promotional mechanics such as loyalty points, BOGO, Dollar Off, and others on total dollar sales.
- Insight: Identify the most impactful promotional strategies to optimize your marketing mix.
Page 6 - Top Brand Analysis: Clustered Bar Charts: Explore the top 10 brands in dollar sales, unit sales, and loyalty points, comparing year-over-year performance.
- Insight: Identify brands contributing significantly to the success of your loyalty program.
In the dynamic world of retail, leveraging data is the key to unlocking growth. This Power BI report serves as a powerful tool for small grocery store chains to make informed decisions, maximize customer engagement, and boost profitability. Dive into the details and propel your business forward!
Click on the link below to navigate our report and reach out to us if you have any questions :)