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 |