Program Insights Dashboard
Real-time analytics for your loyalty program — member health, revenue impact, and engagement metrics powered by live data.
The Program Insights dashboard gives you a real-time view of how your membership program is performing. It surfaces the metrics that matter most — member growth, customer value by engagement stage, revenue attribution, and engagement behavior — so you can measure program impact without exporting data or building custom reports.
Access the dashboard from the Angle app sidebar: Program Insights.
Data Freshness
All metrics on the Insights dashboard update in near-real time. As orders are placed, members enroll, and credit is redeemed, the dashboard reflects those changes automatically. There is no manual refresh or batch processing delay. Test orders and zero-value orders are automatically excluded from all calculations.
Dashboard Sections
The dashboard is organized into five sections, each focused on a different dimension of program performance.
Program Health
Program Health tracks the size and growth of your membership base since program launch.
| Metric | What It Measures |
|---|---|
| Member Count | Total number of customers currently enrolled in your membership program across all tiers. |
| % of Customers Who Are Members | The percentage of your total Shopify customer base that has been enrolled into the program. This is your program's penetration rate — a key indicator of how broadly the program reaches your audience. |
| New Members (MTD) | The number of customers who enrolled in the current calendar month. Use this to track enrollment momentum and measure the impact of marketing campaigns or promotions driving sign-ups. |
What to look for: A healthy program typically shows steady month-over-month growth in new members and an increasing penetration rate. If penetration stalls, consider whether your enrollment flow has enough visibility — check that your Customer Account Extension is installed, Klaviyo welcome flows are active, and wallet pass download CTAs are present in transactional emails.
Member Growth
The Member Growth chart visualizes cumulative membership growth over time, broken down by week and segmented into three engagement tiers. This gives you a picture not just of how many members you have, but how deeply they're engaging with the program.
| Segment | Definition |
|---|---|
| Enrolled | Customers who have joined the membership program, based on their enrollment date. This is the total cumulative member count over time. |
| Active | Enrolled members who have placed at least one order. This segment tells you how many members are actually purchasing — not just signed up. |
| Redeemers | Enrolled members who have redeemed store credit at least once. This is your deepest engagement segment — customers who have completed the full earn-and-redeem cycle. |
The chart plots each segment as a cumulative line by week, starting from your program launch date. All three lines share the same baseline (enrolled is always ≥ active, which is always ≥ redeemers), so the gap between the lines tells a story:
- Gap between Enrolled and Active — Members who signed up but haven't purchased yet. If this gap is large, you may have an activation problem. Consider a welcome offer or Klaviyo flow that drives first purchase after enrollment.
- Gap between Active and Redeemers — Members who are purchasing but haven't used their earned credit. If this gap is wide, members may not be aware of their balance. Check that the Checkout Extension is installed, "Store Credit Earned" Klaviyo notifications are active, and wallet pass push notifications are turned on.
- All three lines converging — This is the ideal state. It means most members who sign up are purchasing, and most who purchase are redeeming. Your earn-and-redeem loop is working.
What to look for: Healthy programs show all three lines trending upward with relatively consistent spacing. Watch for periods where enrolled growth spikes but active and redeemer growth stays flat — that signals a marketing push drove sign-ups without converting to purchasing behavior. Also look for inflection points in the redeemer line after launching new features (checkout extension, push notifications, expiration reminders) to measure their impact.
Customer Lifecycle
This section shows the average revenue per customer at each stage of program engagement, giving you a clear picture of how customer value increases as members move deeper into the loyalty lifecycle.
All values represent the average total revenue per customer since your program launched — not true lifetime value. This means the metric captures spending behavior during the program era, giving you a consistent time window for comparison across all four stages. Customers who spent heavily before the program launched but have been inactive since will not inflate these numbers.
Lifecycle Stages
The four stages form a natural funnel. Each stage gate defines the specific action a customer must take to advance:
| Stage | Who's Included | What It Measures |
|---|---|---|
| Unenrolled | Customers who have not joined the membership program. | Average revenue per unenrolled customer since program launch. This is your baseline — what customers spend without any program engagement. |
| Enrolled | All customers who have joined the program, regardless of whether they've purchased since enrolling. | Average revenue per enrolled member since program launch. Includes members who haven't yet made a purchase as a member, so this number reflects the broad member base. |
| Active | Enrolled members who have placed at least one order since joining. | Average revenue per active member since program launch. By filtering to members who are actually purchasing, this gives you a cleaner signal of program-era buying behavior. |
| Redeeming | Enrolled members who have applied store credit at checkout at least once. | Average revenue per redeeming member since program launch. These are customers who have completed the full earn-and-redeem cycle — typically your highest-value segment. |
Stage Gates
A customer advances from one stage to the next when they cross a specific behavioral threshold. These transitions are automatic — there's nothing to configure — but understanding what triggers each one helps you diagnose where customers are getting stuck and what actions to take.
Unenrolled → Enrolled: The customer joins the membership program. This happens automatically when a customer meets your program's enrollment criteria (spend threshold reached for spend-based programs, or tag applied for tag-based programs). The customer receives an enrollment date and is counted as a member. What drives this gate: program visibility, enrollment flow UX, Klaviyo welcome campaigns, wallet pass download prompts in transactional emails.
Enrolled → Active: The member places their first order after enrolling. This is the activation gate — it separates members who are just signed up from members who are actually buying. A customer who was auto-enrolled based on historical spend but hasn't returned to purchase since enrollment will remain in the Enrolled stage. What drives this gate: welcome offers, post-enrollment Klaviyo flows, wallet pass push notifications, product marketing.
Active → Redeeming: The member applies store credit at checkout for the first time. This is the deepest engagement gate — it means the customer has earned credit and chosen to use it, completing the full earn-and-redeem cycle. What drives this gate: Checkout Extension visibility (so members see their balance), "Store Credit Earned" Klaviyo notifications, credit expiration reminders, wallet pass balance updates, cashback rates high enough to create meaningful balances.
Lift vs. Unenrolled
Below the four stage cards, a Lift vs. Unenrolled row shows the percentage lift and spend multiplier for each stage compared to the unenrolled baseline. For example, "+15%" means enrolled members have spent 15% more per person than unenrolled customers since program launch, and "1.2x" means each enrolled member averages 1.2 times the unenrolled customer's revenue. The lift is calculated as: (Stage Revenue − Unenrolled Revenue) ÷ Unenrolled Revenue × 100.
What to look for: You should see revenue per customer increase at each stage of the funnel — unenrolled < enrolled < active < redeeming. If the gap between active and redeeming is particularly large, that's strong evidence that the credit redemption loop is driving incremental spend. If enrolled and unenrolled are close together, your program may not yet be reaching enough customers to move the needle, or many enrolled members haven't activated yet.
Revenue Impact
Revenue Impact quantifies the financial contribution of your membership program to overall sales.
| Metric | What It Measures |
|---|---|
| Sales from Members | Total revenue generated by orders placed by enrolled members since program launch. This is the gross dollar contribution of your member base. |
| % of Sales from Members | The share of your total Shopify revenue that comes from member orders. This tells you how much of your business is driven by your most engaged customers. |
| Member AOV | The average order value for member transactions. Compare this to your store-wide AOV (available in Shopify Analytics) to see whether members are placing larger orders. |
What to look for: As your program matures, you should see the percentage of sales from members grow. A healthy target is 25–40% of total revenue coming from members within 12 months of launch. If Member AOV is significantly higher than your store average, that signals your program is encouraging customers to spend more per visit — often driven by credit redemption behavior where customers add items to "use up" their balance.
Member Engagement
Member Engagement tracks the behavioral patterns of your enrolled members — how often they buy, how quickly they return, and whether they're actively using their credit at checkout. All three metrics are scoped to member orders only (orders placed while enrolled in the program), so they reflect program-era behavior rather than a customer's full purchase history.
| Metric | What It Measures |
|---|---|
| Purchase Frequency | The average number of member orders per enrolled customer, expressed as a multiplier (e.g., "1.2x"). This counts only orders placed while the customer was a program member — pre-enrollment orders are not included. A value of 1.0x means the average member has placed exactly one order since joining; higher values indicate repeat purchasing behavior within the program. |
| Time Between Purchases | The average number of days between consecutive member orders. For each member, Angle calculates the time span from their first member order to their most recent, divided by the number of gaps between orders. Members with only a single order are excluded from this calculation, since there is no interval to measure. A shorter number means members are returning faster — a direct signal that your program is driving repeat behavior. |
| Redemption Rate | The percentage of member orders in which store credit was applied at checkout. For example, if members have placed 1,000 orders total and store credit was used in 200 of them, the redemption rate is 20%. This is an order-level metric — it measures how frequently members are redeeming when they purchase, not the total dollar amount of credit redeemed vs. issued. |
What to look for: Purchase frequency and time between purchases are your leading indicators of retention health. If time between purchases is trending upward, members are disengaging — consider sending targeted Klaviyo flows with credit reminders or running a limited-time bonus cashback campaign.
Redemption rate is especially important. A very low redemption rate (under 5%) may indicate that members don't know they have credit available, that credit amounts are too small to feel worth applying, or that the checkout experience doesn't surface balances prominently enough. A healthy redemption rate is typically 15–30%. If yours is low, check that your Checkout Extension is installed (so members see their balance and can apply it during checkout), that your "Store Credit Earned" Klaviyo flow is active, and that wallet pass push notifications are enabled. Because this metric is order-based, it responds quickly to changes in checkout UX — if you install the Checkout Extension and see the redemption rate jump, that's direct evidence it's working.
How the Dashboard Segments Members
Several sections of the Insights dashboard reference four consistent customer engagement stages. Understanding these stages helps you interpret the data across the dashboard:
| Stage | Definition | Gate to Advance | Where It Appears |
|---|---|---|---|
| Unenrolled | Any customer who has not joined the membership program. | Joins the program (auto-enrollment via spend threshold or tag) | Customer Lifecycle |
| Enrolled | Any customer with a membership enrollment date. They joined the program. | Places first order after enrolling | Customer Lifecycle, Member Growth chart, Program Health metrics |
| Active | Enrolled members who have placed at least one order (lifetime_orders > 0). They're purchasing. | Applies store credit at checkout for the first time | Customer Lifecycle, Member Growth chart |
| Redeemers | Enrolled members who have redeemed store credit at least once (angle_redeemed_at is set). They've completed the earn-and-redeem loop. | — (deepest stage) | Customer Lifecycle, Member Growth chart |
These stages form a natural funnel: Unenrolled → Enrolled → Active → Redeemers. Tracking conversion between each stage tells you where customers are dropping off and where to focus your optimization efforts.
Coming Soon
The Insights dashboard is actively being expanded. Here's what's on the near-term roadmap:
- Date and time window pickers — Filter all dashboard metrics to specific date ranges (last 7 days, last 30 days, custom range) to track trends over time and measure campaign impact.
- Cohort drill-downs — Break down revenue, and engagement metrics by tier, enrollment date, customer segment, or engagement level to understand how different groups behave and where your highest-value customers are concentrated.
- Charting and visualization — Interactive charts for additional key metrics like revenue trends and engagement over time.
Related Resources
- Causal Inference Modeling — Statistically rigorous measurement of the true incremental revenue driven by your program, using propensity score matching and placebo testing.
- Klaviyo Integration — Set up the marketing automation flows that drive member engagement and redemption behavior.
- Getting Started: Complete Setup Guide — Full walkthrough of program configuration from installation to activation.
Need Help?
If you have questions about your dashboard metrics or want help interpreting your program's performance, use the Contact Us link in the Angle app sidebar or email support@anglehq.com.