This is a glossary page that describes technical and business terms used in Insights+  - Reports, Export Framework, and Customer Segmentation.

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A

TermDescription
ABS
Average Basket Size, or ABS, is the ratio of total number of line items of each transaction (item quantity not included) to the total number of transactions
ATV
Average Transaction Value, or ATV, is the ratio of total sales generated to the total number of transactions

B

TermDescription





C

TermDescription
Communication Channel
Channel via. which a brand can communicate with customers related to promotions or transactions. Example, SMS, Email, WeChat, Line, Mobile Push
Contacted Customers
Customers that were targeted for a campaign
Custom Dimension
Custom dimensions are created through banding on dimension tables. For example, recency can be created on user dimension by applying banding on user.last_transaction_date
Customer Segmentation
A logical grouping of audience based on shared characteristics


D

TermDescription
Dimensions
Dimensions are metadata associated with an event. In simple words, Facts consist of events data, but when these associated with an attribute it is called dimension. For example, transactions (fact) of a specific store, registrations (fact) of a specific date.



E

TermDescription
Event Date
The date on which a specific event has occurred, but not the date when it is synced to our system. An event could be a transaction, registration, slab upgrade, points redemption, coupon redemption and so on
Event Source
Source from which an event (such as transaction, registration, profile update) is generated. For example, InStore, WeChat, and Line.


F

TermDescription
Facts
A fact table consists of measures, metrics or facts of a business process. In simple terms, fact consists of events data such as transactions, points awarded, points deducted (expired, redeemed, or returned), customer registration, and slab upgrade



G

TermDescription





H

TermDescription





I

TermDescription





J

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K

TermDescription
KPI
A KPI, or Key Performance Indicator, is used to measure the performance of key business objectives. For example, percentage sales, average transaction value, average basket value, member transactions and so on. You can see the entire set of KPIs supported in EI on the Library > KPIs page



L

TermDescription
Loyalty Customers
Among members, the customers that are enrolled in the brand's loyalty program
Lifetime Purchases
Total purchases made by a loyalty customer to date.
Lifetime Purchases = Total purchase bill amount - Total return bill amount
Lifetime points
The total number of loyalty points earned by a customer to date.
Lifetime Points = Total points earned - Total points returned
Loyalty Program
An incentivization program designed to encourage customers to continue shopping. Points and coupons are incentivized in loyalty program and customers are graded with loyalty tiers based on their purchase history.
Loyalty Promotions
A special loyalty program that is configured to run for a specific duration along with the regular loyalty program. This is mainly used to promote store business during special sales such as summer sale, festival sale, and end of season sale.
Loyalty Points
The total number of points available in a customer's loyalty account that are not redeemed. Again redeemable points can be less than or equal to loyalty points based on the points redemption criteria - minimum points that can be redeemed and redeem only in multiples of x
Loyalty Sales
Total sales generated by loyalty customers


Loyalty Bills
Total number of bills generated by loyalty customers


M

TermDescription
Members
Customers that registered any of the identifiers such as a mobile number, email id or external id with the brand
Member Transactions
Transactions to which a customer identifier such as a mobile number, email id or external id is tagged. Hence, these are transactions of both loyalty and non-loyalty customers
Metric Dimension
Metric dimensions are banding on columns and are measure by nature. For example, bill amount and discount
Modified Date
The latest updated date of specific data. For example, if you upload the transactions of May 1 on May 9 through import, the modified date would be May 9 where the event date is still May 1
Membership
A loyalty level is given to customers for special benefits from the organization. Membership is usually bought by customers for a specific duration. In Capillary Loyalty, membership is associated with a tier where a tier is a membership level. For example, gold member, a platinum member
Membership Expiry
Each membership has a specific validity after which it expires. Customers can renew membership. In Capillary Loyalty Program, a membership expiry is a tier downgrade
Migration Chart
A particular type of chart that helps track the migration of users from one slab or segment to another slab or segment
MLP
Multi-Loyalty Program, or MLP, is for organizations with multiple organization units (OUs). Each OU can have a separate loyalty program. An organization can define its OU on the basis of either zone hierarchy or concept hierarchy but not both


N

TermDescription
Non-Members
Customers that cannot be identified. Non-member data is generated for not-interested customers and customers whose identifiers are missing
Non-Member Transactions
Transactions to which no customer identifier is tagged. Hence, these are transactions of not-interested customers
Non-Loyalty Customers
Among members, the customers that are not enrolled in the brand's loyalty program
Non-Loyalty sales
The total sales generated by non-loyalty customers
Non-SCD
Non-SCD, or Non Slowly Changing Dimension, is a type of customer segmentation where the behavior of customers is not tracked and only the current snapshot of the customer list is maintained. The system stores only the recently updated time and does not maintain the tracking history of previous updates.
Whereas SCD segments track the behavior of customers at a given point in time. SCD segments are usually used for migration charts.
NPS
Net Promoter Score, or NPS, is (Promoters-Detractors)/Total number of NPS responses


O

TermDescription





P

TermDescription
Repeat Bills
Transactions made by members more than once
Percentage Repeat Bills
Percentage of the total number of repeat transactions over the total number of member transactions
Percentage Repeat Sales
The percentage of total sales generated through repeat transactions over the total member sales
Points Currency Ratio
Worth of each loyalty point with respect to the organization's base currency


Q

TermDescription





R

TermDescription
Report

A report is a combination of charts that provides essential insights of a business based on the KPIs and Dimensions selected for each chart.

Repeat Customers

The number of members that visited your stores more than once on unique days.

Even if a customer make more than one transaction on a same day, it is not considered as a repeat transaction.

Responder Bills
The total number of transactions made by the recipients of a campaign.


S

TermDescription
SCD
SCD, or Slowly Changing Dimension is a type of customer segmentation in which the behavior of customers is tracked at a given point in time. SCD segments are usually used for migration charts.
Where as in Non-SCD, the behavior of customers are not tracked and only the current snapshot of the customer list is maintained.
The system stores only the recently updated time and does not maintain the tracking history of previous updates.
Spent per customer

The ratio of total member purchases to the total number of member transactions

Survivor
When an account is merged with another, the account that remains to continue is a survivor account.
Slab
A slab, or tier, is a loyalty grade given to customers based on their purchases. This is configured in the loyalty program in Slab Upgrade.
Source
Source from which an event such as registration or transaction has happened. For example, InStore, Webengage, Martjack, Tmall, Taobao, JD, E-commerce.


T

TermDescription
Tender
Payment mode used for a transaction. For example, cash, card, food coupon, gift vouchers, and points.
Tender Combination
The combination of a tender with its attributes used in a loyalty program configuration. For example, a tender 'card' attached with attributes 'Visa' 'credit card' and bank 'SBI' is a tender combination.
Tier
A tier, or slab, is a loyalty grade given to customers based on their purchases. This is configured in the loyalty program in Slab Upgrade.
Tracker
Used to track various entities of a transaction for a specific duration. Entities could be transaction amount, gross bill amount, line-item count, line-item quantity, line-item price and customer visits.


U

TermDescription





V

TermDescription
Visits per Customer
Total customer visits divided by the total number of customers
Victim
When an account is merged, the account that is merged into another account and does not exist after merging is a victim account. All details of the victim account such as points, coupons, transactions will be transferred to the survivor account


W

TermDescription
WTD
Week till date or WTD, is the duration from the starting of the current week (Monday) until the current day




Y

TermDescription
YTD
Year till date, or YTD, is the duration from the starting of the calendar year until the current day