Report Features

Explore every analytical capability in the Kiefy Discount Effectiveness Report. Each feature is designed to reveal actionable insights that traditional analytics miss.

Report Feature #1: Intent Radar

Decode Why Customers Buy—
Not Just What They Spent

The Intent Radar reveals the 9 behavioral signals hidden in every promotion—turning raw transactions into strategic intelligence.

Traditional promo analytics answer the wrong question: "How much did we sell?"

The right question is: "What did customers DO with this promotion?"

A $25,000 total discount for a promo could mean:

  • 500 people who got a deal and disappeared forever
  • OR 500 people who discovered new products, built habits, and became regulars

The sales number is identical. The business outcome is completely different.

"Other tools show you redemptions. We show you INTENT—what customers were actually trying to accomplish, and whether your promo delivered."

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The 9 Behavioral Intents

Click any intent to learn more about how it's measured and what it means for your business.

Spend Lift

This promo makes customers buy more per visit

Threshold: ATV >= baseline x 1.10
Example: 62% of customers exceeded their baseline ATV

Separates basket-building promos from simple traffic drivers. High Spend Lift means customers are adding more products, trying premium options, or bundling purchases.

Best for: Tiered thresholds, bundle deals, minimum purchase requirements
Discovery

This promo gets customers to explore new products

Threshold: has_new_brand OR has_new_category
Example: 45% tried a new brand or category

Separates promos that expand customer repertoire from promos that just subsidize existing habits.

Best for: New brand launches, category-specific deals, mix-and-match bundles
Retention

This promo creates customers who come back

Threshold: after_period_txn_count > 0
Example: 38% came back within 30 days

The ultimate measure of whether promotion created lasting value. High sales but 15% retention = RENTING customers. Moderate sales but 55% retention = BUILDING customers.

Best for: Moderate-depth everyday deals (15-20% EDR), loyalty perks
Frequency

This promo accelerates visit cadence

Threshold: visits > personal baseline cadence
Example: 28% increased visit frequency

Shows whether promos create habit acceleration or just capture existing visits at a discount.

Best for: Visit streak rewards, time-limited return incentives
Cross-Sell

This promo drives full-price add-ons

Threshold: non_promo_items >= $5
Example: 28% added $5+ in full-price items

Reveals whether discounts are expanding baskets or just subsidizing what customers would buy anyway.

Best for: Bundle structures, category pairings, threshold bonuses
Acquisition

This promo brings in new customers

Threshold: customer_first_purchase = True
Example: 15% were first-time customers

Measures true customer acquisition vs. serving existing customers.

Best for: Welcome offers, referral programs, new customer campaigns
Winback

This promo reactivates dormant customers

Threshold: days_since_last_visit >= 90
Example: 8% were reactivated from 90+ day dormancy

Identifies which promos successfully recover lost customers.

Best for: Win-back campaigns, re-engagement offers, lapsed customer targeting
CLV Lift

This promo improves lifetime value trajectory

Threshold: 30d_clv_post > 30d_clv_pre
Example: 22% showed positive CLV trajectory

The long-term indicator - did this promo make customers more valuable over time?

Best for: Loyalty programs, VIP cultivation, relationship-building offers
VIP ShareWATCH

% of usage from your top 20% customers

Threshold: customer in top_20%_clv
Example: 40% were VIPs who would've bought anyway

Warning metric. High VIP Share = you're leaking margin on customers who'd pay full price.

Best for: NOTHING - this is a watch metric

Intent Medals: Automatic Ranking Within Your Portfolio

Promos are ranked against each other for every intent—not industry benchmarks. Your data. Your curve. Your truth.

1
GOLD

Top 10% performer for this intent

2
SILVER

Top 10-20% performer

3
BRONZE

Top 20-30% performer

Why This Matters: Instead of comparing your store to some irrelevant industry benchmark, we rank YOUR promos against each other. A Gold medal for Retention means this promo outperforms 90% of YOUR other promos at driving return visits.

Portfolio Intent Profile — Your Promo Strategy at a Glance

See the aggregate behavioral impact of your entire promotional portfolio. The radar shape reveals your strategic focus.

🏆PORTFOLIO INTENT PROFILE — NOV 01 - NOV 30, 2025
Kiefy.ai

Nov 01 - Nov 30, 2025 shows a Lifetime Value Focused profile—85% of promo transactions built long-term customer value.

Primary Strengths:

  • 30% OFF Grand Opening Sale leads across CLV Lift, Retention and Discovery (Grade B, 306 txns)
  • CLV Lift (85%) — measurable lifetime value gains
  • Retention (66%) — strong repeat purchase behavior
  • Discovery (51%) — new brand/category exploration

Portfolio Gaps:

  • Frequency (8%) — 8 promos underperforming. Review 30% OFF Grand Opening Sale (Grade B) and explore visit streak or time-limited return incentives.
  • Cross-Sell (7%) — 21 promos underperforming. Review Buy 2 Get 1 Bundle (Grade C) and investigate bundle structures that encourage full-price add-ons.

Strategic Insight: 30% OFF Grand Opening Sale builds long-term value. Continue investing in CLV-positive offers.

INTENT
TXNS
RATE
TOP PERFORMER
CLV Lift
1,202
85%
🏆30% OFF Grand Opening Sale
Retention
933
66%
🏆30% OFF Grand Opening Sale
Discovery
726
51%
🏆30% OFF Grand Opening Sale
Acquisition
519
37%
🏆First-Time Customer
Spend Lift
394
28%
🏆30% OFF Grand Opening Sale
Frequency
117
8%
🏆30% OFF Grand Opening Sale
Cross-Sell
94
7%
🏆Buy 2 Get 1 Bundle
Winback
25
2%
🏆30% OFF Grand Opening Sale
VIP Share
13
1%
🏆Premium Product Sale - 40% OFF
Click rows to see top 3 performers per intent

Campaign Intent Profile — Drill Into Any Promo

Every individual promo card includes its own Intent Radar, showing exactly what customer behaviors that specific promotion drives.

Example Promo
0 - 250 Loyalty Points - $10 Off
A-
SCALE

Primary strength: Bringing customers back (77% of transactions)

Also drives: lifetime value, product exploration

Intent Medals Earned:
1
Spend Lift
1
Discovery
1
Retention
Kiefy Insight

"Retention Champion": This promotion stands out as a retention powerhouse, boasting a remarkable 75.5% return rate, significantly above the industry benchmark.

During the promotion, the average transaction value (ATV) saw a 4.0% lift from $69 to $77, although it reverted to baseline post-promotion. With 151 customers participating, including 29 new ones, the promo achieved a noteworthy first-time return rate of 51.2%.

This promo earned its SCALE verdict due to its superior retention performance compared to other store promotions.

What to do:

  • Expand Reach: Target similar segments, aim for 10% increase in trial customer conversion
  • Replicate Success: Focus on strategies that enhance ATV persistence
  • Monitor Risks: Watch promo stacking rates and non-promo item inclusion

Reading Radar Patterns — What Shapes Mean

Learn to recognize common radar patterns and what they reveal about your promotional strategy.

The Workhorse
Shape: Large, balanced polygon
Role: Multi-purpose performer
Best for: Core promotional calendar
Watch: May lack focus—jack of all trades
The Growth Engine
Shape: Acquisition + Winback spikes
Role: Customer base expansion
Best for: Market share battles, new store openings
Watch: Check retention—are they sticking?
The Loyalty Builder
Shape: Retention + Frequency spikes
Role: Habit formation
Best for: Subscription alternatives, regulars cultivation
Watch: Ensure not creating dependency
The Basket Builder
Shape: Spend Lift + Cross-Sell spikes
Role: Revenue per visit expansion
Best for: Margin improvement, ATV campaigns
Watch: Verify new behavior, not just big spenders
The Explorer
Shape: Discovery spike
Role: Catalog expansion
Best for: New brand launches, category development
Watch: Confirm discovery converts to repeat
The Value Creator
Shape: CLV Lift dominant
Role: Long-term relationship builder
Best for: Customer development programs
Watch: Premium positioning required
The Margin Drain
Shape: VIP Share spike alone
Role: Unintentional VIP subsidy
Best for: NOTHING—this is a warning
Watch: Restructure or retire immediately
The Underperformer
Shape: Small/flat polygon
Role: Not changing behavior
Best for: RETIRE candidate
Watch: Burning budget without outcomes

Traditional Analytics vs. Intent Radar

What Other Tools Show

"This promo had 500 redemptions"
"Sales during promo: $25,000"
"ROAS: 8.5x"
"Average basket: $50"

What Kiefy's Intent Radar Reveals

"This promo had 500 redemptions, and here's what those 500 customers actually DID:"
62%increased basket 10%+ above baseline (Spend Lift)
45%tried a new brand or category (Discovery)
38%came back within 30 days (Retention)
28%added $5+ in full-price items (Cross-Sell)
15%were first-time customers (Acquisition)
8%reactivated from 90+ day dormancy (Winback)
22%showed positive CLV trajectory (CLV Lift)
40%were VIPs who would've bought anyway (VIP Share warning)

"Other tools tell you what happened DURING the promo. We tell you what happened BECAUSE OF the promo."

Questions Current Tools Can't Answer

Do you know which of your promos actually expand baskets vs. just attract existing purchases?

The Spend Lift intent shows exactly which promos drive customers to buy 10%+ more than their personal baseline. Not averages—individual comparisons.

After a successful promo day, do you know what percentage of those customers came back?

The Retention intent tracks every promo user into the following 30 days. We separate customers who returned WITH the same promo (dependency risk) from those who returned WITHOUT it (organic loyalty).

How do you measure whether a promo gets customers to try new products?

The Discovery intent identifies customers who tried a brand or category they'd never purchased before—not just new SKUs, but genuine exploration.

Can you identify which offers make customers visit more often?

The Frequency intent compares each customer's visit cadence during the promo period to their personal baseline. Higher than normal = the promo accelerated visits.

Do you know what percentage of your discount dollars are going to customers who would've paid full price?

VIP Share shows exactly what percentage of promo usage came from your top 20% customers. Above 30% = you're leaking margin on your best customers.

See Your Intent Radar

Discover what your customers are actually trying to accomplish with your promotions.

"We thought we understood our promos. The Intent Radar showed us that our 'best' promo was actually 52% VIP Share—we were subsidizing customers who'd buy anyway. That insight alone saved us $8,000/month in wasted discounts."

— Director of Marketing, Multi-Location Dispensary

Report Feature #2: Retention Grading

Finally: A Report Card That Grades What Actually Matters

Not sales during the promo. What happens after.

Here's the uncomfortable truth about promo ROI: a 10x ROAS means nothing if those customers never come back. Kiefy grades every promotion on the only metric that matters for long-term profitability: retention behavior.

The Grading System

B+
GPA: 3.33
70th Percentile
Good Performance
CONTINUE
Grade Scale
A
SCALE
B
CONTINUE
C
RESTRUCTURE
D/F
RETIRE

The 4 Retention Metrics

Ret w/ Promo Rate
42.4%
Returned with same promo
High % may indicate dependency
GOLD STANDARD
Ret w/o Promo Rate
75.5%
Returned organically
True habit formation
Promo-Dependent Rev
$7,797
Revenue tied to this offer
MOST VALUABLE
Organic Revenue
$27,695
Customers at full price

Retention Quality

Strong Organic Retention
ORGANIC
Gold Standard
75.5%
$27,695 revenue
True habits formed
Full-price purchases
PROMO-DEPENDENT
42.4%
$7,797 revenue
May only return for deal
Potential dependency risk
64% of retained customers returned without needing the promo
Dependency Ratio0.56
<0.5 Excellent0.5-1.0 Good1.0-1.5 Caution>1.5 Warning
HEALTHY - More organic than dependent

What You're Missing Without Retention Grading

What You See

"This promo had 10x ROAS!"

What Kiefy Reveals

"Great—but only 15% of those customers ever came back. Your CAC is 6x higher than you think."

What You See

"We acquired 2,000 new customers!"

What Kiefy Reveals

"340 returned within 30 days. 1,660 were one-time discount tourists."

What You See

"Our promos drove $50,000 in sales!"

What Kiefy Reveals

"$32,000 was from VIPs who would've bought anyway. Your incremental sales were $18,000."

What You See

"Retention looks good at 45%."

What Kiefy Reveals

"But 35% returned WITH the promo (dependent) and only 10% returned WITHOUT it. You're training discount dependency."

The Healthy Ratio

Organic retention (WITHOUT promo) should be HIGHER than promo-dependent retention (WITH promo). If it's reversed, you're training customers to only buy on discount. Your promotions are creating dependency, not loyalty.

HEALTHY
Organic: 60%
w/Promo: 30%
Building customers
UNHEALTHY
Organic: 25%
w/Promo: 55%
Renting traffic
"

Other tools grade on sales volume. We grade on what that volume turns into 30 days later.

The Grade Ends Debate

A is A. F is F. The data decided. No more arguing over which promos are "working."

Your Curve, Your Data

Graded against YOUR store, not industry averages. Your promos ranked on your own curve.

Statistical Reliability

We require 10+ transactions for reliable grades. No misleading data from small samples.

See how YOUR promotions grade on retention

Get Your Report Card
Report Feature #3: Customer Segments

Your Customers Aren't All the Same.
Stop Treating Them That Way.

26 granular segments. 7 action-ready categories. 1 unified view.

Every customer in your POS has a story. Kiefy's Strategic Segmentation Engine classifies every customer across four dimensions—lifecycle stage, value tier, behavior pattern, and engagement status—to tell you exactly who each person is AND what to do about them.

4 Dimensions, 26 Segments

All Customers
Trial (1-2)
Developing (3-5)
Established (6+)
VIP 20%
Regular 50%
Light 30%
PremiumFrequentDeal SeekerStandard
ActiveAt-RiskLapsed

Key differentiator: We measure engagement relative to each customer's personal shopping cadence—not arbitrary 30/60/90 day buckets.

See Which Deals Move Which Customers

Welcome
Loyalty
Flash
Trial
85%
40%
30%
VIP
15%
70%
20%
Deal Seeker
45%
35%
90%
Which segments responded to your welcome offer?
Did your loyalty program reach VIPs—or just deal seekers?
Which promotions reactivated lapsed customers?
Are you accidentally training VIPs to expect discounts?
AI INSIGHT

Your 'Welcome Special' achieved 69% retention with Trial customers. Meanwhile, 'Flash Sale' is over-indexing on Deal Seekers with only 22% organic retention.

Track Segment Health Over Time

Net Customer Growth
+154 (+29.6%)
At-Risk Alert
4 customers
Win-Back Opportunity
10 reactivated
VIP Tier Movement
+10 gained, 0 lost
CHURN ALERT

Churn Rate: 52.6% — above 30% threshold. Prioritize retention for at-risk segments.

Segment Deep-Dive Preview

VIP Premium
PROTECT
Customers
78 (4.2%)
CLV 30d
$284.50
EDR %
32.8%
Strategy
Never discount

Your most profitable relationships. They already buy at full price.

Developing Deal Seeker
WEAN
Customers
142 (7.6%)
CLV 30d
$87.25
EDR %
40.0%
Strategy
Shift to value-adds

Habits are forming NOW. This is where discount training happens.

Trial First Visit
CONVERT
Customers
362 (69.5%)
CLV 30d
$12.45
Visits/30d
0.17
Strategy
Drive 2nd visit

The highest-leverage moment. Convert now or lose them.

Kiefy AI Segment Intelligence

The retention analysis reveals that segments like 'Developing At-Risk' and 'Regular At-Risk' achieved perfect 100% retention rates through targeted promotions, while 'Developing Lapsed' struggled at 33%. Your 'Welcome Discount' promo proved particularly effective at 69% retention for Trial customers.

The 'Deal Seeker' segment shows highest engagement at 3.67 visits per 30 days—but with 40% EDR, this is a margin risk. Meanwhile, 14 lapsed customers represent a win-back opportunity, and 4 at-risk customers should be prioritized for immediate retention efforts.

Recommended action: Leverage high-retention promos like your 'Loyalty Points' offer (75% retention) to improve engagement in underperforming segments.

Relative Engagement

We classify engagement relative to each customer's own cadence—not arbitrary time buckets. A weekly visitor missing 3 weeks is different from a monthly visitor.

Deal Seeker Detection

Instantly identify which customers are being trained to expect discounts. The size of your Deal Seeker segments is your discount dependency early warning system.

Migration Tracking

See how customers flow between segments over time. Growing Lapsed? Shrinking VIPs? Know before it's too late.

Action-Ready Insights

Every segment comes with strategic guidance. Not just WHO they are—WHAT TO DO about each one.

Traditional Segmentation

"We have 5,000 VIPs, 15,000 Regulars, 8,000 Occasional."

Kiefy Segmentation

1,200 VIP Premiums (protect—they buy full price)

800 VIP Deal Seekers (margin risk—weaning needed)

450 VIP At-Risk (urgent—personal outreach)

150 VIP Lapsed (high-priority win-back)

2,400 Developing Deal Seekers (dangerous—habits forming)

3,100 Trial customers (conversion focus)...

What to Watch

Green Flags (Healthy)

VIP EDR lower than store average
Deal Seeker segments < 10%
Growing Developing to VIP pipeline
At-Risk segment shrinking

Red Flags (Urgent)

VIP EDR above store average (over-discounting)
Deal Seeker > 15% of any tier
Lapsed VIP segment growing
Trial Lapsed > 50% (acquisition quality issue)

See Your Customer Segments

Discover which segments are thriving, which need attention, and exactly what to do about each one.

"We thought we knew our customers. Kiefy showed us we had 800 VIPs who were actually Deal Seekers in disguise—only buying on promotion. That insight alone saved our margins."

— Operations Director, Multi-Location Dispensary

Report Feature #4: First-Timer Intelligence

From First Visit to Forever Customer

Every promo promises "new customers." Kiefy shows you which ones create lasting customers—and which create one-time discount tourists.

The Uncomfortable Truth

70%+ of promo-acquired customers never make a second purchase

Your $50 CAC looks great—until you realize it's actually $250 per retained customer

"2,000 new customers this month!" means nothing if only 300 come back

Kiefy tracks what happens AFTER the first transaction.

The FTC Tracking System

Cohort Retention Heatmap

See your entire acquisition history in one view. Month-by-month cohorts, color-coded retention, automatic benchmarking.

+1
+2
+3
Oct
24%
18%
15%
Nov
28%
21%
Avg Month +1: 21.4%

Acquisition Quality Scoring

Not all new customers are equal. Automatic rating—Good, Fair, or Poor—based on same-period returns, basket graduation, and retention.

GOOD≥25%
FAIR15-25%
POOR<15%
Same-Period Return: 27.3%

Promo Cohort Breakdown

Every promo shows exactly when its customers were originally acquired. See if your "new customer" promo is actually attracting new customers.

Legacy 35%
Sep 15%
Oct 20%
Analyzed 30%
30% True Acquisition

How to Read the Cohort Heatmap

Cohort Retention Heatmap

Cohortn=Month +1Month +2Month +3Month +4
August 202542326%21%18%16%
September 202551224%19%15%
October 202548722%17%
November 202563428%
AVERAGEall25.0%19.0%16.5%16.0%
≥25%
20-25%
15-20%
10-15%
<10%
1
Read Rows = Acquisition Quality

Each row is a monthly "class" of new customers. Compare vertically to see: Is acquisition quality improving?

Recent cohorts higher → Getting better customers
Recent cohorts lower → Acquisition strategy degrading
2
Read Columns = Retention Decay

Read left-to-right to see how fast customers churn.

Gradual decline (30% → 25% → 22%) = Healthy stickiness
Steep drop (30% → 10% → 3%) = First-visit experience problem
3
Check the Average Row

The bottom row is your benchmark. Cohorts above average = investigate what worked. Cohorts below average = diagnose what failed.

FTC Quality Metrics Dashboard

847
New Customers
November 2025
231
Same-Period Returns
Txn #2 within same month
27.3%
Same-Period Return Rate
GOOD
$58
First Basket ATV
Avg first purchase
$64
Return Basket ATV
+10% vs First
KIEFY INSIGHT

Your Same-Period Return Rate of 27.3% means roughly 1 in 4 new customers comes back within the same month—exceeding the 25% benchmark for healthy acquisition quality.

Even better: Return ATV ($64) exceeds First Basket ATV ($58), indicating customers are graduating past the initial discount hook and spending more on subsequent visits.

Estimated Second-Visit Revenue:$14,784(231 returns × $64 avg)

Every Promo Shows Its Audience

Each promo card includes an Acquisition Cohort breakdown showing WHEN the customers using that promo were originally acquired.

Promo Code
NEWCUST20
A-
SCALE
Analyzed 45%
Oct 2025 20%
Sep 2025 15%
Legacy 20%

45% true acquisition—this promo is doing its job

Retention: 31% same-period return Healthy Acquisition Mix
Promo Code
LOYALVIP
B
RESTRUCTURE
Legacy 72%
Oct 2025 12%
Sep 2025 8%
Analyzed 8%

72% legacy customers—are you discounting people who'd buy anyway?

Retention: 48% (established customers) Review Targeting

Reading the Cohort Breakdown

Cohort DistributionWhat It RevealsStrategic Implication
60%+ LegacyPromo rewards established customersRisk: Over-discounting loyal buyers
40%+ AnalyzedPromo drives true acquisitionCheck retention—leaky bucket or growth engine?
Mixed across monthsBroad appeal promoMulti-purpose; may lack focus
Heavy recent monthsEngaging new convertsGood for habit formation if retention holds

Traditional Analytics vs Kiefy FTC Analytics

Traditional Analytics

Metric:"2,000 new customers"
What you know:Acquisition count
CAC calculation:$10,000 / 2,000 = $5 CAC
Quality insight:None
Cohort tracking:Manual spreadsheet if any

Kiefy FTC Analytics

Metric:"2,000 acquired, 540 retained (27%)"
What you know:Acquisition → Retention conversion
CAC calculation:$10,000 / 540 = $18.50 true CAC
Quality insight:Same-period return rate, ATV graduation
Cohort tracking:Automatic monthly cohort heatmap

What Kiefy Reveals

70%+
of promo-acquired customers never return
25%
Same-Period Return Rate = healthy
3-5x
actual CAC vs reported CAC for most retailers
$$$
second-visit revenue unlocked per cohort

Stop Counting Acquisitions.

Start Counting Acquisitions That Stick.

"We thought our acquisition promos were working great. Kiefy showed us only 12% of those 'new customers' ever came back. Now we know which promos actually build the business."

— Operations Director, Multi-Location Dispensary

Every Promo Gets a Verdict

No more debates. The data decides.

SCALE
80th+ pctl
Top performer—invest more
CONTINUE
40-80th pctl
Solid performer—maintain
RESTRUCTURE
20-40th pctl
Fixable issues—modify
RETIRE
<20th pctl
Underperformer—sunset

Ready to See Your Report?

Upload your POS data and get your Discount Effectiveness Report with all four features—Intent Radar, Retention Grading, Customer Segments, and First-Timer Intelligence.