Common Use Cases
Post-Purchase Follow-up & Loyalty Tier Tracking
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Scenario: A business unit wants a complete, granular breakdown of how active and inactive loyalty members across different tiers are contributing to annual numbers.
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Row Groupings:
Tier Name,Membership Status. -
Table Metrics:
Total Sales Tax Incl.,Total Customers. -
Active Filter:
Sales Date: this year. -
Business Value: Directly isolates which active tiers generate the highest financial volume, allowing marketing to design tier-specific campaigns.
Multi-Channel Campaign Engagement Performance
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Scenario: A marketing team needs to compare the performance of their communication channels over the last month to determine budget placement.
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Row Groupings:
Channel Type,Campaign Type. -
Table Metrics:
Total Sent,Total Delivered,Total Clicked. -
Active Filter:
Schedule Date: last 30 days. -
Business Value: Provides immediate visibility into channels with high click-through rates versus those experiencing delivery friction.