Analytics

Open the preview

When a banner appears at the top of Analytics, click Preview to explore the redesigned page.

Make it your default

If you like it, click Save as default and the new Analytics becomes your standard view. Prefer the old layout for now? Just don't save — you'll stay on the previous version.

Choose a date range

Pick Last 7 / 30 / 90 days, All time, or a custom range. It defaults to the last 30 days.

(Optional) Filter by tier

Select one or more VIP tiers to see how a specific tier is performing. Leave it on All tiers to see everyone.

(Optional) Filter by Shopify tag

Narrow the whole page to customers who carry specific Shopify tags — handy for looking at a segment like wholesale or VIP.

Scan the headline KPIs

KPI cards across the top, each with a trend versus the previous period — for example:

• Revenue by Joy — sales from orders that used loyalty.
• Loyalty revenue share — loyalty revenue as a share of your total store revenue.
• Return on reward — the revenue you earn for every dollar of reward cost (for example 690.5×).
• Referred revenue — sales generated by your referral program.
• Active members — members currently active in your program.
• Retention rate — the share of past customers who came back.
• Redemption rate — points redeemed ÷ points earned.
• AOV lift — how your members' average order value compares with non-members'.

Compare revenue and your customer base

• Joy assisted vs. total revenue (left) — an area chart of your total sales against Joy-assisted sales over time.
• Customer base (right) — All customers, Members, Guests, and Left, shown as headline counts and as trend lines.

Check points and referrals

• Points earned vs. redeemed (left) — earned and redeemed points over time.
• Referral conversion funnel (right) — Traffic → Pending → Completed, showing where referrals drop off.

See the payoff of redeeming

Redeemers vs. Non-redeemers compares customers who redeem against those who don't across Lifetime AOV, Repeat purchase rate, Orders per customer, and Customer lifetime value, each with a green lift badge. This comparison covers the last 12 months.

Read the revenue KPIs

Four headline numbers across the top:

• Revenue by Joy — total sales from orders that used loyalty, with the change versus the previous period.
• Loyalty revenue share — loyalty revenue as a share of your total store revenue, with the store total beneath.
• Return on reward — the revenue you earn for every dollar of reward cost.
• Avg. discount per order — the average loyalty discount given, across all your loyalty orders.

See revenue over time and by channel

• Joy assisted vs. total revenue (left) — an area chart of your total sales against Joy-assisted sales.
• Loyalty revenue by channel (right) — a donut plus a breakdown of each sales channel (Online Store, POS, and more) with its order count, revenue, and share of the total.

Check your loyalty impact

Four side-by-side comparisons prove loyalty's value. Each one shows two rows — Members vs. Non-members and Redeemers vs. Non-redeemers — with a lift badge for each:

• Lifetime AOV
• Repeat purchase rate
• Orders per customer
• Customer lifetime value

The blue bar is your loyal group and the grey bar is the baseline, with the values and the lift labelled. These are the numbers to put in front of your team.

Dig into the detail

• Daily sales breakdown (left) — a day-by-day table of Date, Total sales, Joy assisted, and Joy %.
• Orders with loyalty redemptions (right) — every order that used a redemption, with Order number, Sales generated, Points redeemed, Discount, and Date. Click an order number to open it in your Shopify admin.

Read the four member KPIs

• Enrollment rate — the share of your customers who have joined the program.
• Active members — how many members are currently active.
• Activation rate — the share of members who have actually engaged, rather than just signed up.
• Retention rate — the share of past customers who came back, with the raw counts (for example "1 of 5 came back").

Track engagement and retention over time

• Enrollment & redeemer rate trend (left) — your enrollment rate and redeemer rate over time, so you can watch engagement improve.
• Cohort retention (right) — a heatmap where each row is the customers who joined in a given month, and each column (M0, M1, M2…) shows the share who came back that many months later. Darker cells mean stronger retention. It has its own date range, independent of the page filter.

Follow the funnel and your customer base

• Engagement funnel (left) — how members become redeemers: Total members → Ever redeemed (1+) → Repeat redeemers (2+), with the drop-off percentage between each stage. A big drop from members to "ever redeemed" means people join but never redeem — a sign to promote your rewards.
• Customer base (right) — All customers, Members, Guests, and Left, as headline counts and trend lines.

See new members and wallet adoption

• New members (left) — how many members joined, with the trend over time.
• Wallet adoption (right) — how many members added their loyalty card to Apple or Google Wallet, a strong signal of an engaged member.

Compare your tiers

When your plan includes VIP Tiers and you've set them up, four tier widgets appear:

• Tier distribution — how your members are split across tiers, shown as a donut.
• Tier membership trend — one line per tier, showing which tiers grow or shrink over time.
• Tier transitions — upgrades, downgrades, new enrollments, and net movement for the period. A healthy program shows more upgrades than downgrades.
• Tier performance — revenue, repeat purchase rate, and average order value for each tier, so you can see which tier pulls its weight.

Read the five points KPIs

• Return on reward — the revenue you earn for every dollar of reward cost (for example 690.5×), with the underlying revenue and cost shown beneath.
• Discount cost — the total value of the discounts your rewards gave away.
• Redemption rate — points redeemed ÷ points earned. A high rate means your rewards are attractive and easy to claim.
• Breakage rate — the share of points that expire unused (all-time). Some breakage is healthy; a high rate means points are being wasted.
• Current point balance — the total points in circulation right now, with the money value of that liability (all-time).

Read the two points charts

• Points earned vs. redeemed (left) — earned and redeemed points over time, so you can see whether customers are spending what they earn.
• Point losses & adjustments (right) — expired, refunded, and admin-adjusted points over time. Watch Expired climb: it usually means your expiry window is too short, or customers aren't engaged enough to redeem in time.

Find your best programs

• Top programs by points earned (left) — which earning programs award the most points, with each program's points, total engagement, and engagement share.
• Top programs by points redeemed (right) — which rewards customers spend their points on, with points redeemed, engagement, share, and the total discount value.

See which coupons get used

• Top programs by coupons earned (left) and Top programs by coupons redeemed (right) — how many coupons each program generated and how many were used, with the discounted value and the revenue each drove.
• Coupon usage — a donut splitting every coupon you've generated into Used, Active, and Expired, with the overall usage rate. A low usage rate is an early warning that a reward isn't landing.

Read the referral KPIs

Three headline numbers, with a Referral revenue trend chart beneath them:

• Referred revenue — sales from referred friends' orders.
• Referral conversion rate — the share of referral-link clicks that converted, with the raw counts (for example "1 of 1 clicks converted").
• New referred customers — how many new customers came from a referral.

Follow the referral conversion funnel

On the lower left, the Referral conversion funnel shows where people drop off, from left to right: Traffic → Pending → Completed, with the conversion between each stage. A big drop tells you exactly where to focus — a weak landing page (Traffic → Pending) or an unconvincing offer (Pending → Completed).

Reward your best advocates

On the lower right, the Top referrers table lists the customers driving the most referral revenue — use it to spot, thank, and extra-reward your most valuable advocates.

Click Customize

On the tab you want to change, click Customize to open the widget panel.

Choose your metrics

Browse or search the widget catalogue — it's grouped by category, such as Revenue and Commerce (Shopify). Click Add next to any widget to place it on the tab; widgets already on the page are marked Added, so you can spot and remove the ones you don't need. Want a metric that isn't listed? Click Create metric to build your own.

Save

Click Save to apply your layout. Joy remembers your customized dashboard, so it's ready the next time you open Analytics.

Click Export

Find the Export button on the right of the filter bar. Choose whether to export the selected date range or all time, and enter the email address the report should go to.

Let the report build

You'll see a "Preparing your report…" message. The file is generated in the background, so you can keep working.

Download it from your inbox

You'll receive an email with a download link. The file is a multi-sheet Excel (.xlsx) workbook covering the Overview, members, points, coupons, revenue, and referral data — plus a data dictionary sheet that explains every metric.