Overview

The Affiliate Dashboard provides a real-time pulse of your partner ecosystem. By leveraging the data from clicks, conversions, and payout batches, administrators can optimize their commission spend and identify high-value partners.

1. The Executive Summary (Main Dashboard)

The main dashboard aggregates data from the Affiliate Partner and Link models to show high-level health metrics:

• Total Revenue vs. Commissionable Amount: Understand the gross value driven by affiliates versus the actual amount eligible for commissions after taxes and discounts.
• Earnings Per Click (EPC): Calculated as Total Commission / Total Clicks. This is the primary metric for measuring the quality of traffic.
• Conversion Rate (CR): Calculated as Total Conversions / Unique Clicks.
• Financial Liability: A summary of Pending Amount across all partners, showing exactly how much commission is owed but not yet batched for payout.

2. Traffic & Click Reports

Using data from the Link Click model, you can analyze the “top of the funnel”:

• Geographic Distribution: View where clicks are originating from (country) to identify new market opportunities.
• Device Analysis: Monitor Device Type (Mobile vs. Desktop) to ensure your store landing pages are optimized for the partner’s audience.
• Unique vs. Total Clicks: Track the ratio of unique users to repeat clicks to identify highly engaged audiences.
• Fraud Monitoring: Review the Suspected flag and Fraud Signals. High volumes of clicks from a single IP Address Hash or suspicious User Agent strings should be audited.

3. Conversion & Attribution Reports

The Affiiate Conversion and Affiliate Commission Calculation models provide deep insights into how sales are attributed:

• Plan Performance: See which commission plans (Affiliate Plan) are driving the most volume.
• Source Attribution Trace: Audit why commissions were paid. The “Winning Plan” report shows whether a sale was triggered by a Campaign, a Partner Override, or the Program Default.
• Attribution Lag: Analyze Click To Conversion Secs to understand the length of your customer’s journey from the first partner touchpoint to the final booking.
• Guardrail Audit: A report of all conversions where Guardrail Applied is true. This identifies high-value sales that were capped by your Max Commission Absolute or Global Max Commission settings.

4. Partner Performance Rankings

Every month, the system generates an Affiliate Partner Snapshot. Use this for leaderboard reporting:

• Top 10 Partners: Ranked by Lifetime Revenue or Lifetime Conversions.
• Step-up Progress: Identify partners who are approaching the Next Tier Threshold. These partners are prime candidates for personalized outreach to encourage more volume.
• Link Performance: Identify which specific Link slugs (e.g., specific blog posts or social bios) are converting at the highest rate.

5. Financial & Payout Audits

For accounting teams, the Affiliate Payout Batch model provides the necessary audit trail:

• Payout History: A chronological list of all batches (Paid At), including the Payout Reference (External Transaction ID) for bank reconciliation.
• Currency Breakdown: Since the system is multi-tenant and supports multiple partner currencies, this report summarizes your total liability per currency.
• Rejection Analysis: Monitor Rejection Reason trends. If a high percentage of commissions are being rejected, it may indicate a technical issue with tracking or a need to update partner terms and conditions.

6. Best Practices for Reporting

• Monthly Reconciliation: Run the Payout Batch report at the end of every month to ensure Total Earnings minus Total Paid equals the current Pending Amount.
• Monitor “Linear” Attribution: If you use the linear attribution model, watch the “Candidate Plans” report closely to ensure partners are being rewarded fairly for shared credit.
• TTL Awareness: Remember that raw Link Click data is automatically purged after 90 days. For long-term trend analysis, rely on the Link denormalized stats and Affilitea Partner Snapshot records.