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Yegertek
تقارير Power BI

بيانات الولاء، حيّة على لوحة التحكم.

تربط طبقة التقارير في Yegertek بيانات الولاء وإدارة علاقات العملاء والتفاعل في لوحات Power BI — لتمنح كل صاحب قرار الأرقام التي يحتاجها، في الوقت الفعلي.

تحدث مع خبير

نظرة عامة

* Loyalty programs generate enormous volumes of transactional, behavioural, and financial data. Without a structured reporting layer, that data sits in operational systems where it answers questions nobody asked — while the questions that matter (member lifetime value, program liability, tier migration rates, campaign ROI) require custom exports and spreadsheets.

* Yegertek builds and embeds Power BI reporting workspaces directly on top of Engage 365, Puzzle, Blox, and the CRM — so program managers, finance teams, and marketing leads each get the dashboards designed for their decisions, not a generic data dump.

بياناتك، مرئية بوضوح.

* Every dashboard below is a Power BI workspace configured by Yegertek, embedded directly in your program portal.

لوحة نظرة عامة على الأعضاء
Power BI

لوحة نظرة عامة على الأعضاء

* Lifetime value, tier distribution, and member activity across segments.

توزيع المبيعات والإيرادات
Power BI

توزيع المبيعات والإيرادات

* Channel, brand, and period breakdowns of loyalty-linked revenue.

تحليل السلة والمعاملات
Power BI

تحليل السلة والمعاملات

* Average basket size, co-purchase patterns, and redemption impact on spend.

أداء المنتجات والفئات
Power BI

أداء المنتجات والفئات

* SKU-level sales volumes and earned-points velocity by category.

نظرة عامة على أداء البرنامج
Power BI

نظرة عامة على أداء البرنامج

* Tier migration rates, points issuance, redemption, and liability tracking.

ذكاء الحملات والتفاعل
Power BI

ذكاء الحملات والتفاعل

* Campaign ROI, offer uptake rates, and cross-channel member engagement.

* Dashboards are illustrative of the standard report set. Actual configuration reflects your data model and brand.

القدرات

قدرات موصوفة بالنتائج، لا قائمة طويلة من الميزات.

وصول مخصص حسب الدور

* Finance, operations, and marketing each see the views designed for their decisions — not a single generic report.

تحديث البيانات الفوري

* Loyalty transactions and CRM events surface in dashboards as they happen — no overnight batch runs.

تتبع ترقية المستويات والمسؤولية المالية

* Monitor points issuance, redemption, and program liability continuously against your economic models.

تقارير العائد على الحملات التسويقية

* Measure every campaign's cost, redemption rate, and incremental revenue attributed to loyalty.

تحليل شرائح الأعضاء وسلوكهم

* Compare acquisition cohorts, segment lifetime value, and churn risk without writing custom queries.

إسناد القنوات المتعددة

* Credit loyalty correctly across in-store, e-commerce, and mobile touchpoints in one unified view.

فوائد الأعمال

* Program teams that operate from live dashboards make decisions on data that is hours old rather than weeks old. Finance teams can monitor liability exposure continuously rather than discovering variances at quarter end. Marketing can attribute revenue to loyalty without a separate data science engagement for each campaign cycle. The cumulative effect is a program that is managed rather than merely operated.

عملية التنفيذ

1

رسم خريطة نموذج البيانات

* Yegertek maps your loyalty, CRM, and transactional data into a unified Power BI data model connected to Engage 365, Puzzle, and Rubix.

2

تسليم مجموعة التقارير الأساسية

* A configured workspace of standard dashboards — member overview, program performance, campaign ROI, and financial liability — is delivered and validated.

3

إعداد الأدوار وضبط الوصول

* Dashboards are secured by role. Each team (finance, marketing, operations) is granted access only to the reports relevant to their function.

4

التضمين والتسليم

* Reports are embedded in your program portal or admin tool via Power BI Embedded and handed over with documentation for your team to extend.

حزمة التقنيات

  • ✓* Foundation: Microsoft Power BI Embedded — reports live inside your portal, branded to your programme.
  • ✓* Data layer: Azure Synapse Analytics for high-volume aggregated models; Dynamics 365 for live operational data.
  • ✓* Refresh model: Real-time for operational dashboards; configurable scheduled refresh for analytics workloads.
  • ✓* Access control: Row-level security by role, brand, and geography — one workspace, multiple controlled views.
  • ✓* Extensibility: Client teams with Power BI skills can add custom reports within the governed workspace.

التكاملات

  • ✓* Engage 365: Points issuance, redemption, tier changes, and programme economics in real time.
  • ✓* Dynamics 365 CRM: Member profiles, interaction history, and service records.
  • ✓* Puzzle (Clienteling): Advisor interaction data and high-value member visit metrics.
  • ✓* POS & e-commerce: Transaction-level data via API for cross-channel attribution.

الأسئلة الشائعة

اطّلع على بيانات الولاء في Power BI.

تحدّث إلى متخصص من Yegertek حول متطلبات التقارير وشاهد عرضاً توضيحياً لمجموعة اللوحات.