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Excel / Google Sheets Templates

Ready-made templates with formulas for Excel and Google Sheets

Café Loyalty Points & Rewards
เทมเพลต Excel / Google Sheets

Café Loyalty Points & Rewards

  • Members earn points by spend, automatic Silver/Gold/Platinum tiers, reward redemption, birthday-month list and lapsed customers
  • Members tab: Name, phone, birthday, points earned, redeemed, tier
  • Purchases tab: Date, member, spend and points (25 THB = 1 pt)
  • Rewards tab: Rewards and points needed
  • Redemptions tab: Redemption log
  • Dashboard with key numbers and charts that update automatically
  • Formulas, drop-downs and colour highlights are ready. Works in Excel and Google Sheets (copy link included)
฿99Lifetime
 

About this template

Members earn points by spend, automatic Silver/Gold/Platinum tiers, reward redemption, birthday-month list and lapsed customers

Screenshots from the real file

Dashboard overview and charts
Dashboard overview and charts
Members tab
Members tab
Purchases tab
Purchases tab

Who it is for

  • Coffee shops
  • Bubble tea shops
  • Bakeries
  • Smoothie bars

What you get out of it

  • More repeat visits
  • Birthday promos to the right people
  • Know your regulars
  • One file for both Excel and Google Sheets

What is inside the file

How to useGetting-started steps, list of tabs and what the colors mean
DashboardKey numbers and charts that update as you enter data
MembersName, phone, birthday, points earned, redeemed, tier
PurchasesDate, member, spend and points (25 THB = 1 pt)
RewardsRewards and points needed
RedemptionsRedemption log

How to use it

  1. Open "วิธีใช้" (How to use) to see the tabs and colour legend
  2. In "Members", clear the sample rows and enter: name, phone, birthday, points earned, redeemed, tier
  3. In "Purchases", clear the sample rows and enter: date, member, spend and points (25 thb = 1 pt)
  4. In "Rewards", clear the sample rows and enter: rewards and points needed
  5. In "Redemptions", clear the sample rows and enter: redemption log
  6. Open "Dashboard" for the overview and charts, calculated instantly

What you receive

  • Excel file (.xlsx), 52 KB, ready to download right after payment
  • A Google Sheets link that makes your own copy in Google Drive, usable on mobile
  • Sample data on every tab so you can see how to fill it in, then replace it with yours
  • Built-in formulas, drop-downs and color alerts

Frequently asked questions

Which programs does this template work with?

It works in both Microsoft Excel and Google Sheets. You get the .xlsx file to download plus a link to copy it into your own Google Drive.

Who is Café Loyalty Points & Rewards for?

Coffee shops; Bubble tea shops; Bakeries; Smoothie bars

What's inside the file?

5 tabs: Dashboard, Members, Purchases, Rewards, Redemptions, with all formulas built in.

Do I need to be good at Excel?

No. Just type into the marked cells; the file calculates and summarises everything, and includes a how-to sheet.

How do I get the file, and how much is it?

It costs ฿99. Once payment is confirmed, download the file and the Google Sheets link right away from your account page.

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