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Combine Loyalty and Referral Performance Into One Dashboard

See your retention engine in one place — merge loyalty redemptions and referral conversions into a single weekly performance dashboard.

difficulty Advancedsetup 40 minresult You get a unified view of loyalty and referral performance, guiding where to invest in retention.—
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  1. 1

    Schedule Weekly

    Add a Schedule Trigger set for a fixed day.

  2. 2

    Pull Both Programs

    Add Airtable/HTTP Request nodes gathering loyalty redemptions and referral conversions.

  3. 3

    Compute Combined Metrics

    Add a Code node calculating each program's contribution to repeat revenue.

  4. 4

    Publish and Share

    Add Google Sheets and Slack nodes updating the dashboard and posting the summary.

  5. 5

    Activate and Test

    Activate the workflow and run it once. Confirm both programs' numbers appear correctly.

Frequently asked questions

Why combine them?

Loyalty and referrals both drive retention; seeing them together shows which delivers better return per dollar.

Can I attribute revenue?

Tie redemptions and referred orders to revenue so the dashboard shows real financial impact.

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