Elevatoz Loyalty
Loyalty Campaign Performance Dashboard
Five client accounts, three channels each, and a reporting process rebuilt from scratch every week. The goal was a single repeatable view of what each campaign was doing to revenue and retention.
Role
Marketing Executive · owner of reporting & media optimisation
Timeline
2026 · ongoing
Tools
Excel, CRM platform, Email & push analytics
The problem
Campaign reporting across 5 client accounts was manual and slow, so underperforming segments surfaced too late to fix.
The approach
Audited every recurring client report and listed the metrics that actually changed a decision.
Standardised a weekly data pull across email, CRM and push into one structured tracker.
Added segment-level breakdowns so redemption and churn could be read per audience, not per campaign.
Built a one-page client summary view with clear next-month recommendations.
Results & impact
0%
Faster reporting turnaround
0
Client accounts on one system
0
Channels unified in reporting
Reporting turnaround improved by 30% and budget inefficiencies were caught early instead of at month end.
What I took away
Reporting is a product. When the read is fast and consistent, optimisation stops being a monthly scramble.
Next case study
B2B Outreach Funnel Optimisation→