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Who This Guide is For
This guide is designed for Executives, Founders, and Strategic Leaders. Your time is valuable, and you need a clear, high-level understanding of your partner program's performance and return on investment (ROI). This playbook will show you how to customize your dashboard for a quick snapshot, dive into key reports for deeper insights, and automate reporting to save time.
Key Terms
When reviewing performance, these are the critical metrics that tell the story of your program's health and profitability.
➔ Profit: The most important metric. In Everflow, this is calculated as Revenue - Payout. It's the bottom-line value your program is generating.
➔ Conversion Rate (CVR): The percentage of clicks that result in a desired action (a conversion). A high CVR is a strong indicator of quality traffic and effective campaigns.
➔ Earnings Per Click (EPC): A quick way to measure the value of traffic. It tells you the average amount earned every time a partner's tracking link is clicked.
➔ Dashboard Widget: A customizable block of data on your main dashboard that displays a specific report or key performance indicator (KPI).
➔ Scheduled Report: A custom report that you can configure to be automatically emailed to you or your team on a recurring schedule (e.g., daily, weekly, or monthly).
➔ Conversion Rate (CVR): The percentage of clicks that result in a desired action (a conversion). A high CVR is a strong indicator of quality traffic and effective campaigns.
➔ Earnings Per Click (EPC): A quick way to measure the value of traffic. It tells you the average amount earned every time a partner's tracking link is clicked.
➔ Dashboard Widget: A customizable block of data on your main dashboard that displays a specific report or key performance indicator (KPI).
➔ Scheduled Report: A custom report that you can configure to be automatically emailed to you or your team on a recurring schedule (e.g., daily, weekly, or monthly).
1
Creating Your Mission Control (The Dashboard)
Your dashboard is the first thing you see when you log in. For a leader, it should function as a "mission control" panel, providing an immediate, at-a-glance summary of the program's health. Let's customize it to show the metrics that matter most.
1
Customizing Your Dashboard View
The default dashboard is helpful, but a personalized view is far more powerful. You can add, remove, and rearrange widgets to create a layout that answers your specific business questions.
For a full guide on all dashboard options, see: this article
From the
Dashboard
, click the Edit Dashboard
button in the top right corner.To remove a widget you don't need, click the trash can icon.
To add a new one, click
Add Widget
and select from the available options.You can drag and drop widgets to arrange them in your preferred order. Click
Save
when you're done.2
Key Widgets for Leadership
To get the most value, we recommend adding these three widgets to your dashboard:
For a list of all available widgets and what they do, see: this article
Performance Trends Graph: This provides an essential visual of your program's growth. Configure it to display Profit over the last 30 or 90 days to instantly see your performance trajectory.
KPIs: This widget allows you to track specific, single metrics. Create three separate KPI widgets for Total Profit, Total Revenue, and Total Payout for the current month. This gives you a real-time financial snapshot.
Top Partners: This widget shows you a ranked list of your most valuable partners. Configure it to rank them by Profit to immediately identify who is driving the most bottom-line value for your business.
2
Gaining Deeper Insights with Reporting
When your dashboard prompts a question (e.g., "Why did profit dip last week?"), the Performance Report is where you go to find the answer. This is your primary tool for analyzing trends and drilling into your data.
1
An Introduction to the Performance Report
This report is the most versatile and powerful in Everflow. It allows you to slice and dice your data across dozens of metrics and dimensions.
For an overview of all available reports, see: this article
Navigate to
Reporting -> Performance
.The first thing you'll see is a summary of all activity for the current day. The most important columns for a strategic overview are Conversions, Payout, Revenue, and Profit.
The summary row at the bottom gives you the grand total for the selected time period.
2
Analyzing Trends Over Time
The real power of the Performance Report comes from analyzing data over different time frames.
To learn about all filtering and reporting options, see: this article
Use the
Date Range
filter at the top of the report.To see last month's performance, select Last Month.
To compare quarter-over-quarter, you can select a
Custom Range
.Pro-Tip:
Use the
Group By
dropdown and select Day
or Month
. This will show you a trended view, making it easy to spot patterns, seasonal changes, or the impact of new campaign launches.3
Automating Your Reporting Workflow
You don't have time to pull the same reports every week. By saving and scheduling your key reports, you can ensure you and your team get consistent insights delivered directly to your inbox.
1
Saving Your Custom Reports
Once you have filtered a report to show exactly what you need (for example, a monthly profit summary grouped by Partner), you can save that specific view for easy, one-click access later.
For more details on managing saved reports, see: this article
Set up your desired filters, columns, and groupings on any Performance Report (like Offer Report).
Click the
Options
button in the top right corner.Select
Save Report
.Give your report a memorable name (e.g., "Monthly Partner Profitability Summary") and click
Save
. You can now access this report anytime from the Saved Reports
menu.2
Scheduling Reports to Your Inbox
This is the ultimate time-saver. You can take any saved report and have it automatically emailed to you on a recurring schedule.
For a full guide on scheduling reports and other delivery options, see: this article
Navigate to
Reporting -> Saved Reports
.Find the report you want to schedule and click the "Schedule" icon (it looks like a calendar).
Set the
Frequency
(e.g., Weekly, Monthly, the Day, and the Time you want the report to be sent.Enter the email addresses of the recipients.
Click
Save
. That report will now arrive automatically, keeping you informed without needing to log in.
