PerkStack

Overview

The Dashboard is the first screen you see when you open PerkStack. It gives you a quick read on how your loyalty program is doing and a checklist for getting PerkStack onto your storefront. It is a reporting and setup screen — you don't configure the program itself here.

Points at a glance

Two cards at the top show your program's all-time points issued and points redeemed, each with a small trend line. The trend uses the last 30 days of points activity, so you can see momentum without opening a report. A healthy program shows steady issuing with redemptions rising over time.

For deeper breakdowns — by customer, reward, review, or referral — open Analytics. The Dashboard is the summary; Analytics is the detail.

Loyalty on/off status

A status pill shows whether your loyalty program is currently on or off. Click it to jump to the Loyalty area if you need to turn the program on or off. When it is off, customers stop earning and redeeming — a useful pause without losing any balances.

Upgrade banner

Depending on your plan, you may see a banner inviting you to unlock more — for example, a prompt to move up from the free plan. It links straight to Plans & Billing. On the top plan, the prompt doesn't appear. You may also see an order-usage banner as you approach your monthly cap.

Theme Setup checklist

The Theme Setup card is your go-live checklist. It lists the storefront and admin blocks PerkStack can add — grouped into Loyalty, Reviews, and Admin pages — and shows which are already active. Each row has a button that opens a short walkthrough and takes you to the right editor.

This is where you actually turn PerkStack on for shoppers. See Going Live on Your Store to work through it, and Theme Setup & Status for how each row's status is determined.

The Dashboard is read-only reporting plus setup health. To change earn rates, rewards, tiers, or review settings, use the Loyalty, Reviews, and Settings areas.
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