Hi,
Has anyone set up a dashboard to analyse the value of their gift vouchers? I'm keen to pull a monthly report that shows the gift vouchers that were due to expire within the last month and the value that is left on them vs what was initially bought.
Anyone done anything similar?
Ashleigh
Hi Ashleigh,
Hope your keeping well?
I created one for Gift Voucher Sales (https://community.tessituranetwork.com/topical_groups/analytics-coffee/f/discussions/24081/december-gift-cert-reporting).
I know what your looking for is based on the balance value, but you might be able to get some ideas of which fields to use from that.
You will need to use the Finance Cube, and start with a pivot, grouping by Gift Cert Number and displaying amount, and filter by Payment Method Type of Gift Voucher.
I find the amount fields in the Finance Cube a bit confusing so you might need to play around with those until you can verify it's correct for a few specific vouchers. Once you get it right you can then copy that widget and change the display to be a month line chart, etc.
Hope that helps,
Dara
I fully endorse this dashboard. It really made my Christmas holiday.