Point Expiration Forecast Report

Report information and format:

Column Headings

  • Customer Email Address
  • Point Balance : as the end date selected.
  • Potential Points Burned : number of points burned (redeemed or spent) during the conversion process. Based on current point balance and current auto-conversion rule or reward catalog items, these are the points that are converted into rewards.
  • Potential Award Value : award value as aggregate for the customer. If the monetary units value is not defined, show N/A.
  • Points to be Expired : number of points left after the conversion takes place. Any remaining points that cannot be automatically converted into rewards are expired on the set expiration date.

Row Headings

  • Customers
  • Total (for all columns except Email Address)

Sort Order

  • Based on point balance (high to low)

Notes on Totals:

  • Totals are aggregate numbers.
  • Point balance is the aggregate point outstanding for the retails as of the end date.
  • Points burned is how many points were burned for all customers.
  • Total award value: aggregate for all customers. If it is not defined for all customers, display N/A.
  • Point balance after burning points: how many points are left and are burned out or lost for all customers.

Sample Contents:

Customer Email Address

Point Balance

Potential Points Burned

Potential Award value

Points to be expired/Remaining Points

mike@example.com 6000 4000 NA 2000
ll@example.com 1000 0 10 monetary spend 1000
john@example.com 10000 9000 100 monetary spend 1000
Total 17000 13000 NA 4000