Affiliate Dashboard Overview

When affiliates log into their portal, they see a dashboard with performance metrics, earnings, and tools to promote your product. Here’s what’s available to them.

Dashboard Home

The main dashboard shows at-a-glance metrics:

Key Metrics

Metric	Description
Clicks	Total clicks on their referral links
Leads	Visitors who took an action (signup, form submit)
Conversions	Completed purchases attributed to them
Earnings	Total commissions earned

Time Periods

Affiliates can view metrics for:

Last 7 days
Last 30 days
Last 90 days
All time
Custom date range

Referral Links

Getting Their Link

Affiliates find their unique referral links in the Links section:

https://yoursite.com?via=affiliate-token

Using Links

They can append their token to any page:

https://yoursite.com/pricing?via=affiliate-token
https://yoursite.com/features?via=affiliate-token

Link Parameters

Supported parameters (all work identically):

?via=token
?ref=token
?affiliate=token
?a=token

Each affiliate has a unique promo code:

Displayed in their dashboard
Can be shared for offline promotion
Works independently of links

Use case: Podcasts, YouTube, print materials where links aren’t clickable.

Earnings & Commissions

Commission History

Affiliates can view:

All earned commissions
Commission amounts
Associated orders
Commission status

Commission States

State	Meaning
Pending	Earned but not yet due for payment
Due	Ready for payout
Paid	Included in a completed payout

Earnings Summary

Total Earned: All-time commissions
Pending: Not yet due
Available: Ready for payout
Paid Out: Already received

Payouts

Payout History

Affiliates can view:

All payouts received
Payout amounts
Payment dates
Payment method used

Payout Status

Status	Meaning
Processing	Payout initiated
Paid	Payment completed

Payment Methods

Affiliates may need to configure:

Bank account details
PayPal email
Other payment information

Configuration available in their profile settings.

Performance Analytics

Click Analytics

Total clicks over time
Click trends (daily/weekly)
Click-to-conversion rate

Conversion Funnel

Clicks → Leads → Conversions → Revenue

Visual breakdown of their funnel performance.

Top Pages

Which of your pages drive the most conversions from their traffic.

Account Settings

Affiliates can manage:

Profile Information

Name and contact details
Payment preferences
Tax information

Notification Preferences

Email notifications for new conversions
Payout notifications
Program updates

What You Control

As the program owner, you control:

Visibility

Which metrics affiliates can see
Commission details shown
Performance comparisons

Branding

Portal logo
Color scheme
Custom domain

Features

Self-service vs managed
What affiliates can edit
Payout configuration

Affiliate Experience Tips

Help Them Succeed

Good affiliate portals:

Load quickly
Show relevant metrics prominently
Make links easy to copy
Display earnings clearly

Communication

Keep affiliates informed:

New product launches
Commission rate changes
Program updates
Performance milestones

Resources

Consider adding:

Marketing materials
Product information
Best practices guide
FAQ section

Troubleshooting

Affiliate Can’t Log In

Verify they accepted the invitation
Check they’re using correct email
Have them reset password
Confirm account is active

Metrics Not Updating

Allow up to 5 minutes for updates
Check tracking is working
Verify conversions are attributed

Commission Disputes

Review the conversion details
Check attribution data
Verify cookie/referral was active
Communicate findings to affiliate