Finance Modules

Better Manage Your Program's Finances

With financing modules, you will have more control over the financial aspects of your program, such as controlling the budget and getting more advanced reporting. Financing modules can also be used to increase conversion of reward redemption which will help in driving more sales.

Budget Tracker Module

Do you need to set, track and report budgets for your incentive/loyalty program? Budget Tracker provides an integrated solution for managing budgets by enabling a program administrator to set up budgets by programs, unit or department. By providing access to managers or finance personnel now they can run reports to help evaluate the programs' actuals versus budgets. Additional fees apply for customization of process ...Coming Soon.

Budget Tracker Classic Premier Signature Consolidated management   (+) Manage the Budget Tracker module with the StudioDirector™ Included Included Included + Custom Real-time reporting Included Included Included + Custom Auto-alerts emails  (+) Receive auto alerts via email when actuals are near budget and when actuals meet budgets Included Included Included + Custom

Pending Points

Would you like to use your incentive/loyalty program to drive the closing of business? Through this optional module your program activities can be separated by pending and earned activities. Now your participants and their managers can view points they could earn if they close on that business - a great motivating tool to help drive more sales.

Pending Points Classic Premier Signature Pending points display on RewardSite™   (+) This increases participant motivation by displaying "what they could earn" if pending points move to earned points. - Included Included + Custom Pay for earned performance   (+) Cost-effective because you pay for earned performance - Included Included + Custom Real-time reporting   (+) Access real-time reports of pending vs. earned points - Included Included + Custom