The Campaign Sales Report can be found in the Reporting section of The Clutch Portal. It allows you to view sales and reward metrics by campaign. This includes both loyalty & non-loyalty campaigns.
Be sure you have an Account Group selected or applied to your user in order to view all of the reports. Click within each section to learn more about each aspect of the report.
Filters
You’ll be able to target specific data within your report by using the available filters on top. These filters include:
This will filter the transactions based on whether a reward was earned, burned, or both. Note that the default will be set to both.
This allows you to select any campaign that has a checkout rule. Type within the box to search for a campaign. The results will get more defined as you type out the campaign name.
This allows you to filter based on the transaction date. You can select start and end dates. Note that the default for this is the last 6 months.
All dates are specific to the brand’s reporting time zone that is configured in their brand settings.
- Start Dates begin as of 12:00:00AM of the chosen date.
- End Dates end as of 11:59:59PM of the chosen date.
Once you have the filters you want in place, click the Update button to update your report.
Info Boxes
You’ll be able to view a variety of different metrics within the Campaign Sales report. You can click on the metrics below to learn more about them.
This shows the total purchases minus voids.
This shows the total identified & unidentified transactions. Identified Transactions are those that are tied to a card, whereas Unidentified Transactions are those that are not tied to a card.
This shows the total number of purchase items divided by the Total Transactions.
This shows the total amount minus voids and discounts.
This shows the total identified & unidentified sales. Identified Sales are those that are tied to a card, whereas Unidentified Sales are those that are not tied to a card.
This shows the Total Net Sales divided by Total Transactions.
This shows the total amount of discount that has been applied to transactions where this campaign triggered.
This shows the Total Net Sales divided by the Unique Customer Count.
This shows the unique count of customers that participated in this campaign.
You can see these metrics within the info boxes highlighted below.
Trend Chart
The line graph shows various campaign metrics over time. You’ll be able to alter the time period as well as show the information with or without labels.
The metrics that can be viewed are:
- Total Transactions
- Basket Size (Avg Items per Transaction)
- Total Net Sales
- Avg Order Value (AOV)
- Total Discount
- Unique Customer Count
The Labels dropdown is used to toggle whether data labels will appear on the graph or not. Selecting with labels will display a more detailed graph containing labels. Selecting without labels will display a cleaner graph.
Note that this feature is disabled for the Timeline version of this graph.
You’ll be able to determine the timespan of the chart. It can toggle between Timeline, Month, or Day of Week. Read below to learn more about these timespan options.
Timeline
This displays a trend over time chart that plots metrics by day. The bar on the bottom of the chart can be used to zoom in or out to different date ranges on the timeline. All data for the selected date range will be displayed. If more than a year is chosen in the Date Range picker, the Timeline option will be disabled and the graph will default to the Month view.
Month
This displays a trend over time chart that summarizes metrics by month.
Day of Week
This displays a stacked column chart that breaks metrics out by the day of the week and time of day.
Note that metrics are assigned to the time of day groupings according to the local time of the transaction. For example, if you have a location in New York and a location in Los Angeles with transactions that occur at 8am local time for each location, both would be assigned to the 6:00-11:59am group.
Reward Table
This will display the Reward Type, Issued Amount, and Redeemed Amount for campaigns that issue a non-discount reward.
The Redeemed Amount will not show for campaigns that use universal banking rewards like points or punches that are part of your overall loyalty program. This is because redemption cannot be tied back to the specific campaign they were originally issued from.
Note: The table results can be downloaded as a CSV using the Export button. Table columns can be temporarily rearranged by holding a click on the column header and dragging to the left or right. These changes are passed through to the Export and reset when the page is reloaded.
