Beacon Plus

Sundial Beacon Plus is a data solution powered by Sundial’s exclusive consumer transaction panel and dataset, fueled by data from thousands of financial institutions and millions of consumers. Sundial Beacon Plus adds a variety of behavioral and cohort analysis tools to the Beacon platform, allowing users to better understand customer behaviors and generate longer-term views.

Our consumer transaction panel is currently 15M+ accounts in the U.S., from which we select reliable, consistent shoppers for use in Sundial Beacon Plus. Our consistent shopper panel allows us to perform behavioral analysis effectively.

Tables:
- Customer Loyalty Flow
- Retention
- Cross Shopping Trend
- Transaction Frequency
- Household Penetration
- Customer Trend

Example of Retention
* Fields and key metrics vary by the table

Fields:
- start_date: Start date of the period
- end_date: End date of the period
- cohort_date: Start date of the customer cohort based on when they joined the cohort. Ex) 2020-01-01 for Netflix -> Cohort of customers who first paid for Netflix in Q1 (Jan for monthly) of 2020
- sector: GICS (The Global Industry Classification Standard) sector, private companies were assigned at Sundial discretion
- industry: GICS industry
- subindustry: GICS sub-industry
- company: Name of the merchant
- period: Name of the calendar period
- periods_elapsed: Number of calendar periods elapsed since earliest period
- refresh_date: Date when the given row of the data was updated by Sundial
- metric_name: Name of the metric
- metric: The value of the given metric
- date_added: Date the row of the data was added to the table
- ticker: Company ticker. Note that the data is on a company-level (metrics being calculated per company) not on ticker basis

Key metrics:
- Retained Customer Index: Cumulative index of retained customers
- Cumulative Spending Per Retained Customer: Total cumulative spending attributable to each customer that continues to purchase with the merchant
- Retention Per Period: The fraction of cohort customers that purchase in the elapsed period
- Cohort Total Customer Index: Index of starting customers per cohort
- Retention Per Cumulative Cohort: Shoppers that continue to purchase from the merchant divided by starting customers
- Customer Index: Indexed unique customers in the period