Mastering Your Performance Data: A Guide for Affiliates
As an affiliate, you can track your performance, commissions, and ROI across three primary tabs in your dashboard:
Main Dashboard: Provides a high-level overview of your results, giving you a quick snapshot of your current standings and recent activity.
Reporting Tab: This is your deep-dive analytics hub. Here, you can sort data by date, program, audience, and traffic source to identify exactly which marketing efforts are generating the most revenue.
Conversion Tab: Allows you to review every conversion individually. You can inspect specific details for each sale or lead to ensure everything is attributed correctly.
This article focuses on how you can make the most of the Conversion Tab.
Note: To learn more about navigating your Main Dashboard or the Reporting Tab, check out this article here: Accessing Reports.
Specialized tracking sections
Depending on how the advertiser has configured the program, you may also see these additional tools:
Customers: This section appears if the advertiser tracks initial leads separately before they become final conversions.
Bonuses and MLM tabs: These are visible only if the advertiser has enabled performance bonuses or multi-level marketing features in your program.
How to Audit Individual Conversions
The Conversion & Commission tab provides an overview of each conversion individually, including the following details:
The Conversion & Commission tab is where you ensure every lead and sale is attributed correctly. For every entry, you can find:
Transaction Overview
Attribution Details: See the exact date, time, and the specific program where the conversion occurred.
Financials: Review the total conversion value and the commission currently recorded for that action.
Processing Status: Check the "Processed" It Indicates whether the conversion has been processed for payment. 0/1 means it hasn’t been processed yet. 1/1 means it has been processed
Commission Breakdown
Commission Type: Identify if you earned a "Standard" payout or a specialized rate set by the advertiser.
Approval Status: Monitor whether your earnings are Pending (waiting for the refund period to pass), Approved, or Disapproved. Advertisers may also leave comments here explaining their decision.
Note: Advertisers can leave comments after approving or disapproving a commission.
Here’s an overview of what this tab looks like:
Specialized Tracking Tools (Optional)
Depending on your advertiser’s specific program configuration, you may also have access to these specialized tabs:
1. Tracking Potential Leads (Customers Tab)
If your advertiser tracks initial leads before they become final sales, you can use the Customers tab to follow their lifecycle.
Status Tracking: See if a lead is New, Active, Capped, or Stopped (churned).
Privacy Note: To protect user data, you cannot identify customers personally unless the advertiser shares specific information via metadata.
Customer Status Section
Status timeline displays the current lifecycle status of the customer in the affiliate program. The visible statuses are:
New – customer has just been added
Active – customer is active (currently selected in the screenshot)
Capped – commissions are limited or capped
Stopped – commissions are stopped for this customer (the customer churned or the advertiser stopped it)
This allows affiliates to quickly see when a customer was added, which program they belong to, and whether they are currently generating commissions. However, this information does not allow affiliates to identify the customer personally. This is intentionally designed to protect customer data.
If the advertiser chooses to share additional information about customers, they can do so using the metadata feature.
2. Monitoring Performance Bonuses
Use the Bonuses tab to track extra rewards earned outside of standard commissions.
Earned Bonuses: View the name, amount, and status (Pending/Approved) of your bonuses.
Qualifying Rules: To see what you need to achieve to earn a bonus, navigate to Programs > View > Bonuses
Find more information about the Bonuses feature here.
3. Managing Your MLM Team & Commissions
If you are part of a multi-level marketing structure, the MLM tab helps you track team performance.
Date: The date the commission was earned or recorded, used to track when sales or referrals occurred
Sub-Affiliate Performance: Identify which team member made a sale and the total value of their conversion.
Commission type: The kind of commission earned (Standard commission or the extra commission if created by the advertiser), used to identify how earnings are calculated.
Commission amount: The money you earned from that sale or action, used for payment tracking.
Commission status: Shows if the commission is pending, approved, or paid, used to monitor payment progress.
PSG status: “Payment Status Gateway,” showing whether the commission is ready for payout or still waiting approval.
Network View: You can view your full recruitment tree and rules under Programs > View > MLM.
Find more information about the MLM feature here.
Next Steps
Accessing Reports: Use the Reports section to generate comprehensive data summaries. Use these insights to identify your highest-performing campaigns and optimize your strategy for the coming month.
Review Bonus Progress: If your program offers them, visit the Bonuses or Achievements tab to see how close you are to reaching your next performance milestone.
View MLM Results (Optional): For multi-level marketing programs, you can track commissions and performance across your entire network. This allows you to monitor the growth and success of your sub-affiliates in real-time.
Postback Setup: Configure postbacks to automatically send conversion data from the advertiser directly to your own tracking system. This is essential for affiliates who use external tools to manage their marketing data.