Budget & ROI
The Budget & ROI section provides store-level ROI reporting for loyalty campaigns. While the standard campaign dashboards (available in Campaign Performance) show overall campaign metrics, this section allows you to break down campaign performance by store or store category — understanding not just whether a campaign worked, but where it worked.
ROI by Store Report
The ROI by Store report allows you to analyze campaign performance metrics in real time at the store level. Supported campaign types:
- Plans — campaign plans configured in the platform
- Template Campaigns — including potential campaigns and recovery campaigns
This report is generated on demand (not a live dashboard) and is available for download as a CSV file.
Use Cases
| Use Case |
|---|
| → Compare how a campaign plan performed across different store formats or geographic regions. |
| → Identify stores where a template campaign had strong ROI vs. stores where it underperformed. |
| → Export store-level campaign data for regional managers or partner reporting. |
| → Measure incremental revenue by store for a specific month's campaign investment. |
| → Validate whether geo-targeted promotions are generating the expected lift in targeted locations. |
How to Generate a Report
Navigate to Retail Analytics → Budget & ROI → Generate new report, then:
- Select ROI by Store as the report type and click Generate Report
- Fill in the required parameters:
| Parameter | Description |
|---|---|
| Report Name | A label to identify this report in your report history |
| Store Category | One or more store categories to include (must be created before generating the report) |
| Stores | Specific store locations within the selected categories |
| Month and Year | The specific month to analyze (only months with campaign data are selectable) |
| Plans / Template Campaigns | Select from plans and template campaigns that have data in the selected month |
- Click Save — the report is generated in the background
- You receive a notification when the report is ready
- Open the report in the platform or download it as a CSV for use in Excel
Report Output
The generated report shows campaign metrics broken down by store and store category, including:
| Metric | Description |
|---|---|
| Store / Store Category | Location dimension for the row |
| Campaign | Plan or template campaign name |
| Sales | Total sales at the store in the analysis month |
| Incremental Sales | Revenue attributed to the campaign vs. baseline |
| ROI | Incremental sales / Promotional investment at store level |
| Campaign Cost | Discount or points value granted to customers at this store |
| Customers Impacted | Unique customers who redeemed at this location |
| Redemptions | Total campaign redemptions at the store |
Export
The full store-level detail is available as a CSV download from the report view. Each row represents one store × one campaign combination for the selected month.