Offer and Budget Overview Reports

Modified on Fri, 14 Aug at 1:48 PM

Overview Reports provide high-level visibility into offer activity, spending, activation mix, and program planning. These reports are typically the best starting point when evaluating performance trends or identifying areas that require deeper analysis. 


Offer Activity 

Offers a summary of all offers in-market across all offer types. This view includes offers, redemption data, redemption spend, as well as performance across brands, retailers, and markets. Interactive visuals can be filtered or drilled into for additional details.


Calendar 

Displays past, active, overlapping, and upcoming offers over time, with interactive filters by state, offer type and more. Use filters to narrow by date range, retailer. 




Production & Redemption 

Exportable detailed table that combines program costs and redemption spend in a single view to support budget management and ROI analysis.



Production Costs 

Provides visibility into production, setup, service, and operational costs. Use this report to understand how much was spent supporting a program beyond redemption expense. Cross-filtering tables let you view cost breakdowns by month, campaign owner, or month.


Common Uses for Overview Reports 

• Determine how many offers have been activated through a specific period, region, or retailer
• Understand total redemption spend and program activity
• Review offer mix by format, retailer, market, or brand
• Monitor budgets and total program costs
• Identify upcoming or existing offers that can be leveraged for future activations
• Find top-performing offers that warrant deeper analysis

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