YegertekAnalytics
Loyalty programs generate enormous amounts of data and, too often, very little usable insight.
Overview
Loyalty programs generate enormous amounts of data and, too often, very little usable insight. Reporting lives in spreadsheets assembled manually each month. A store manager and a CFO get the same undifferentiated export, useful to neither. By the time a report reaches a decision-maker, the data behind it is already stale. Yegertek's Analytics service delivers Rubix's reporting layer: real-time, role-based dashboards built on the same unified customer data model powering the rest of the platform. This is not a separate BI tool bolted onto loyalty data after the fact — it's the same engine behind Engage 365, the CRM, and Puzzle, surfaced as the reporting layer every stakeholder actually uses.
The Challenge
- ✕**Manual, delayed reporting.** Monthly spreadsheet exports that are stale before they reach a decision-maker.
- ✕**One-size-fits-all dashboards.** The same report shown to a store manager and a CFO, useful to neither.
- ✕**No predictive layer.** Reporting that describes what already happened rather than anticipating what's about to.
- ✕**Reconciliation overhead.** Every new report requires reconciling data across multiple disconnected systems.
- ✕**Points-liability blind spots.** Finance teams without real-time visibility into redemption trends and forecasted liability.
Our Approach
**Real-time, not batch.** Dashboards reflect current data streamed from Engage 365, the CRM, and Puzzle, not a scheduled export. **Role-based, not one-size-fits-all.** A store manager, a program lead, and a CFO each get the view relevant to them, from the same underlying data. **Predictive, not just descriptive.** Churn, lifetime-value, and redemption models anticipate outcomes rather than only reporting on the past. **Built to integrate, not replace.** Rubix exports into Power BI and other existing enterprise BI tools rather than requiring a new reporting platform.
Capabilities
Outcome-labeled features, not a laundry list.
Real-time dashboards
Decisions made on current data, not a monthly export
Role-based reporting views
Every stakeholder sees the view relevant to them
Predictive models (churn, LTV, redemption)
Reporting that anticipates outcomes, not just describes the past
Custom report builder
Ad hoc analysis without a data-team dependency
Governed data access
Role-based access and audit trails for every report
Export to existing BI tools
Feed Power BI and other tools without duplicating the data model
Business Benefits
Real-time, role-based reporting shortens the distance between an event happening and a team acting on it. Store and branch managers get operational visibility without waiting on a corporate report cycle. Program leaders can see campaign and cohort performance as it develops rather than after a quarter closes. Finance teams gain forecastable visibility into points liability instead of a year-end surprise. And because the reporting layer and the operational platform share one data model, no team is ever working from a stale or partially reconciled export. Industry benchmarks show real-time reporting typically eliminates the standard 5–10-day corporate reporting lag, with finance teams commonly forecasting points liability to within 3–5% of actual quarter-close figures once working from a continuous, unified model. These are illustrative, industry-typical ranges — not guaranteed outcomes from a specific Yegertek deployment.
Implementation Process
Capture
Every event from Engage 365, the CRM, and Puzzle streams into Rubix in real time.
Model
Retention, LTV, churn, and redemption models run continuously against that unified data.
Report
Role-based dashboards surface the right view — frontline, program manager, or executive.
Decide
Reporting ties directly back to the retention and revenue outcomes defined at the start of the engagement.
Technology Stack
- ✓**Core platform:** Rubix, Yegertek's analytics and reporting engine
- ✓**Dashboards:** Role-based, real-time views for frontline, program, and executive stakeholders
- ✓**Predictive layer:** Churn, LTV, and redemption forecasting models
- ✓**Export:** API connectors to Power BI and other major BI/data warehouse tools
- ✓**Security & compliance:** Governed data access and audit trails for every report
Integrations
- ✓**ERP & CRM:** Native connection to the Microsoft Dynamics 365 CRM record
- ✓**Data & Analytics:** Export connectors to Power BI and other major BI/data warehouse tools
- ✓**Commerce & POS:** Real-time performance data from POS and e-commerce platforms
- ✓**Platform:** Native, real-time connection to Engage 365, the CRM, and Puzzle
Built for the region
A single enterprise operating across the UAE, Saudi Arabia, and Qatar is typically reporting in three separate currencies (AED, SAR, QAR) against three separate national market dynamics, on top of English and Arabic reporting needs — real-time, role-based analytics for a regional operator has to be built for that multi-currency, multi-market, bilingual reality from the outset, not layered on afterward.