Referral Performance Dashboard
The Referral Performance Dashboard gives program admins and managers a clear, visual overview of referral-driven growth. It tracks the effectiveness of your referral campaigns, providing insights into member behavior, engagement trends, and the ROI of referral incentives.
Where to Find It
Once your referral program is configured and live, navigate to:
Left Navigation Menu → Referral → Performance Tab
Key Metrics Explained
| Metric | Description |
|---|---|
| Total Members Referred | Number of members who joined using a valid referral code or link. |
| Total Bonus Points Issued | Combined reward points issued to referrers and referees. |
| Referred vs Non-Referred Chart | A pie chart visualizing the source of member acquisition. |
| 6-Month Acquisition Trend | Line chart comparing sign-ups from referred vs non-referred members monthly. |
| Top Referrers Table | List of members with the most successful referrals and total bonuses earned. |
| Referred vs Non-Referred Spend | Comparison of average monthly spend and transactions between both cohorts. |
| Recently Referred Members | List of the 10 latest members acquired via referrals, with a downloadable file. |
Visual Elements
- Pie Chart: Member Acquisition
Shows the percentage of members who were referred vs those who weren’t. Helps you measure how much of your growth is organic (non-referred) vs incentivized. - Line Graph – 6-Month Trend
Compares monthly enrollment trends for:- Referred Members
- Non-Referred Members
- Useful for evaluating the success of campaigns over time.
Top Referrers Table
| Column | Details |
|---|---|
| Member ID | Unique ID of the referrer |
| Name | Referrer’s full name |
| Referrals | Total number of members referred |
| Total Bonus Earned | Accumulated points received through referrals |
| Action | Link to view full member profile |
Referred vs Non-Referred Member Insights
This comparison helps evaluate the quality and value of referred members—showing if they’re more engaged or higher spenders.
| Metric | Referred Members | Non-Referred Members |
|---|---|---|
| Average Monthly Spend | $1,340 | $980 |
| Average Monthly Transactions | 13 | 5 |
These values are calculated based on the last 3 months’ activity.(for reference)
Recently Referred Members
This section lists the 10 most recent referrals, including:
- Referee Name
- Referrer Name
- Enrollment Date
- Referral Code Used
- Referrer Bonus
- Referee Bonus
Updated 4 months ago