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📊 Incentive Provider Dashboard User Guide

The Incentive Provider Dashboard is your central command center for monitoring and managing your incentive programs on Incentise. It provides real-time insights into your incentive requests, offers, deliveries, and customer engagement metrics, helping you track performance and make data-driven decisions.

What Does the Provider Dashboard Do?​

The Provider Dashboard gives you a comprehensive overview of your incentive program activity through key performance indicators (KPIs) organized into four main categories:

  1. Incentive Requests - Track requests received from customers
  2. Incentive Offers - Monitor offers you've created and sent
  3. Incentives Provided - View successfully delivered incentives
  4. Conversation Messages - Measure customer engagement through messaging

Each category includes metrics for:

  • All-time totals - Complete historical data
  • Monthly totals - Current month's activity
  • Daily totals - Today's activity

Where Can I Find the Dashboard?​

  • URL: /provider/dashboard
  • Navigation: After logging in to your Incentise provider account, select "Dashboard" from the main sidebar menu
  • Page Title: "Dashboard | Incentise Business Dashboard"
  • Access: Available to all active provider account users

Dashboard Overview​

When you access the Provider Dashboard, you'll see:

Page Header​

  • Title: "Provider Dashboard"
  • Subtitle: "Monitor your incentive program performance and engagement metrics"

Statistics Cards​

The dashboard displays 12 key metric cards showing your business performance:

🔵 Incentive Requests Section (Blue Cards)​

  1. Total Requests

    • Icon: File document
    • Description: "All time incentive requests"
    • What it shows: Total number of incentive requests you've received from customers since account creation
    • Use case: Understand overall customer demand for your incentives

  2. Requests This Month

    • Icon: Calendar
    • Description: "Requests received this month"
    • What it shows: Number of incentive requests received during the current calendar month
    • Use case: Track monthly trends and seasonal patterns

  3. Requests Today

    • Icon: Activity indicator
    • Description: "Requests received today"
    • What it shows: Number of incentive requests received today (from midnight to now)
    • Use case: Monitor daily activity and respond to urgent requests

🟢 Incentive Offers Section (Green Cards)​

  1. Total Offers

    • Icon: Gift box
    • Description: "All time incentive offers"
    • What it shows: Total number of incentive offers you've created and sent to customers
    • Use case: Measure your proactive engagement with customers

  2. Offers This Month

    • Icon: Calendar
    • Description: "Offers made this month"
    • What it shows: Number of incentive offers created during the current calendar month
    • Use case: Track your monthly outreach efforts

  3. Offers Today

    • Icon: Activity indicator
    • Description: "Offers made today"
    • What it shows: Number of incentive offers created today
    • Use case: Monitor daily offer creation activity

🟣 Incentives Provided Section (Purple Cards)​

  1. Total Provided

    • Icon: Check circle
    • Description: "All time incentives delivered"
    • What it shows: Total number of incentives successfully acknowledged and delivered (includes both acknowledged requests and acknowledged offers)
    • Use case: Measure overall program success and customer satisfaction

  2. Provided This Month

    • Icon: Calendar
    • Description: "Incentives delivered this month"
    • What it shows: Number of incentives acknowledged and delivered during the current calendar month
    • Use case: Track monthly fulfillment performance

  3. Provided Today

    • Icon: Activity indicator
    • Description: "Incentives delivered today"
    • What it shows: Number of incentives acknowledged and delivered today
    • Use case: Monitor daily fulfillment activity

🟠 Conversation Messages Section (Orange Cards)​

  1. Total Messages

    • Icon: Message square
    • Description: "All time conversation messages"
    • What it shows: Total number of messages sent by all members of your vendor team across all conversations
    • Use case: Measure overall customer communication volume

  2. Messages This Month

    • Icon: Calendar
    • Description: "Messages sent this month"
    • What it shows: Number of messages sent by your vendor team during the current calendar month
    • Use case: Track monthly customer engagement levels

  3. Messages Today

    • Icon: Activity indicator
    • Description: "Messages sent today"
    • What it shows: Number of messages sent by your vendor team today
    • Use case: Monitor daily customer support and engagement activity

How Do I Use the Dashboard?​

Step 1: Access the Dashboard​

  1. Log in to your Incentise provider account using your credentials
  2. Navigate to the Dashboard using one of these methods:
    • Click "Dashboard" in the main sidebar menu
    • Type /provider/dashboard in your browser address bar

Step 2: Review Your Metrics​

The dashboard automatically loads when you access it. You'll see:

  • Color-coded cards: Each category has a distinct color (blue, green, purple, orange) for easy identification
  • Clear numbers: All metrics are displayed in large, easy-to-read numbers
  • Organized layout: Cards are arranged in a grid that adapts to your screen

Step 3: Interpret the Data​

Understanding Incentive Requests​

  • High requests indicate strong customer interest in your products/services
  • Increasing monthly trends suggest growing demand
  • Daily spikes may indicate marketing campaign effectiveness

Understanding Incentive Offers​

  • High offer creation shows proactive customer engagement
  • Compare offers vs. requests to see if you're being proactive or reactive
  • Monthly patterns help identify best times to create offers

Understanding Incentives Provided​

  • High provided count indicates successful program execution
  • Compare provided vs. requests to calculate fulfillment rate
  • Daily provided shows real-time program health

Understanding Conversation Messages​

  • High message volume indicates active customer engagement
  • Monthly trends show communication patterns
  • Daily messages reflect current customer support activity

Step 4: Take Action Based on Insights​

Use the dashboard data to:

  • Identify trends: Look for patterns in requests, offers, and deliveries
  • Optimize timing: See when customers are most active
  • Measure engagement: Track conversation activity to gauge customer interest
  • Plan resources: Use daily/monthly data to allocate team resources
  • Set goals: Use historical data to set realistic targets

Dashboard Features​

Visual Design​

  • Color Coding:

    • Blue for requests (incoming customer interest)
    • Green for offers (outgoing proposals)
    • Purple for provided (completed transactions)
    • Orange for messages (communication activity)

  • Easy to Read: Each metric has a unique icon and clear description for quick understanding

Data Updates​

  • Up-to-date: Dashboard shows the latest data when you access the page
  • Automatic loading: Data loads automatically - no need to click refresh
  • Error messages: If something goes wrong, you'll see a clear message explaining the issue

Understanding the Metrics​

What Counts as "Incentive Requests"?​

Incentive requests are requests made by customers who want incentives for your products or services. These are requests that customers submit through your incentive programs.

What Counts as "Incentive Offers"?​

Incentive offers are offers you create and send directly to customers. These are proactive offers you make to attract or reward customers.

What Counts as "Incentives Provided"?​

Incentives provided are incentives that have been successfully delivered to customers. This includes:

  • Completed requests: Customer requests that you've fulfilled and the customer has acknowledged
  • Accepted offers: Offers you made that customers have accepted and acknowledged

This metric shows incentives that were actually delivered, not just created or sent.

What Counts as "Conversation Messages"?​

Conversation messages are messages sent by any member of your team when communicating with customers. This includes:

  • Messages sent in conversations with customers
  • Messages from all active team members
  • Messages across all customer conversations

Time Periods Explained​

All-Time Totals​

  • What it means: All data from when you created your account until now
  • Updates: Automatically increases as new activity happens
  • Use case: See your overall business performance and growth over time

Monthly Totals​

  • What it means: All activity during the current calendar month (from the 1st to today)
  • Updates: Resets to zero at the start of each new month
  • Use case: Compare this month's performance to previous months

Daily Totals​

  • What it means: All activity that happened today (from midnight to now)
  • Updates: Resets to zero at midnight each day
  • Use case: Monitor today's activity and respond to urgent matters

Troubleshooting​

Issue: Dashboard Shows All Zeros​

Possible causes:

  • You're a new provider and haven't received any requests yet
  • No offers have been created
  • No incentives have been acknowledged yet
  • No team members have sent messages

Solutions:

  • This is normal for new accounts
  • Create some incentive programs to start receiving requests
  • Make offers to customers to increase activity
  • Engage with customers through conversations

Issue: Data Doesn't Load​

Possible causes:

  • Internet connection problems
  • Temporary system issue
  • Login session expired

Solutions:

  1. Check your internet connection - make sure you're connected to the internet
  2. Refresh the page - click the refresh button or press F5 (Windows) or Cmd+R (Mac)
  3. Try logging out and back in - your session may have expired
  4. Wait a moment and try again - the system may be temporarily busy
  5. Contact support if the problem continues

Issue: Numbers Seem Incorrect​

Possible causes:

  • You may not be an active team member
  • Time zone differences (metrics reset at midnight in UTC time zone)
  • "Provided" only counts incentives that customers have confirmed receiving

Solutions:

  • Make sure you're an active member of your team
  • Remember that daily/monthly counts reset based on UTC time (not your local time)
  • Understand that "Provided" only includes incentives that were successfully delivered and confirmed by customers
  • Check your account settings to verify your team membership status

Issue: Dashboard is Slow to Load​

Possible causes:

  • Large amount of historical data to process
  • Slow internet connection
  • System temporarily busy

Solutions:

  • Wait a few seconds - the dashboard may need time to load all your data
  • Check your internet connection speed
  • Try refreshing the page
  • Contact support if it's consistently slow

Best Practices​

📈 Regular Monitoring​

  • Check daily: Review "Today" metrics to stay on top of current activity
  • Review weekly: Look at monthly trends to identify patterns
  • Analyze monthly: Use all-time data for strategic planning

🎯 Goal Setting​

  • Set targets: Use historical data to set realistic goals
  • Track progress: Compare current month to previous months
  • Measure success: Use "Provided" metrics to gauge program effectiveness

💡 Actionable Insights​

  • High requests, low offers: Consider being more proactive with offers
  • High offers, low provided: Review your offer acceptance process
  • Low messages: Increase customer engagement through conversations
  • Daily spikes: Identify what's driving activity and replicate it

🔄 Team Coordination​

  • Share insights: Use dashboard data in team meetings
  • Coordinate efforts: Use message metrics to balance team workload
  • Track performance: Monitor which team members are most active

Frequently Asked Questions​

Q: Why do my "Provided" numbers differ from "Requests" and "Offers"?​

A: "Provided" only counts incentives that customers have confirmed receiving. Not all requests and offers get completed - some may still be pending, some customers may decline, or some may be cancelled before completion.

Q: Are the metrics real-time?​

A: The dashboard shows data as of when you load the page. It doesn't auto-refresh, so you'll need to reload the page to see the latest numbers.

Q: Why do I see different numbers than my team members?​

A: All vendor team members should see the same numbers, as metrics are calculated at the vendor level, not the individual user level. If you see differences, it may be a caching issue - try refreshing.

Q: How are "Messages" counted?​

A: Messages are counted for all messages sent by any member of your team when communicating with customers. This includes all active team members across all customer conversations.

Q: What time zone are the daily/monthly metrics in?​

A: All time-based metrics use UTC (Coordinated Universal Time), which is the standard time used by the system. "Today" resets at midnight UTC, which may be different from your local time. For example, if you're in a time zone ahead of UTC, your "today" might reset in the middle of your day.

Q: Can I export dashboard data?​

A: Currently, the dashboard is view-only. Export functionality may be available in future updates. For now, you can take screenshots or manually record metrics.

Q: Why don't I see all my incentive programs in the metrics?​

A: The dashboard shows aggregate metrics across all your programs. Individual program details are available in other sections of the platform.

Q: How far back does "All-time" data go?​

A: "All-time" includes all data from when your vendor account was created, with no time limit.

Need Help?​

If you're experiencing issues with the Provider Dashboard:

  1. Review this guide for common solutions
  2. Check the Troubleshooting section above
  3. Refresh the page and try again
  4. Contact Support through your dashboard or email
  5. Check your account status - make sure you're an active team member

Remember: The dashboard is designed to give you quick insights into your incentive program performance. Use it regularly to stay informed and make data-driven decisions!

Last updated: Current version