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Overview
Your Everflow
Dashboard is like a personal workspace that shows your key business metrics at a glance. It refreshes automatically every 30 seconds to keep your data current and appears right after you log in.
You can reach it two ways:
Click Dashboard in the main menu
Pin it to your sidebar for quick access
The best part? You can set it up exactly how you want without affecting your team's views.
Customizing Your Dashboard
Quick Setup
Click
Customize Cards (top-right corner) to start customizing
Add / remove your cards:
Metrics
Performance
Offer details
Advertisers
Partner details
Marketplace Connections
Drag cards where you want them
Resize to fit your screen
Quick Reminder
Your dashboard settings are just for you - other team members keep their own views.
Smart Layout Tips
- Adjust size to keep important cards visible without scrolling
- Group related information together
- Keep up with pending requests to stay up to date
Overview Cards Features
Performance Graphs
- Compare Today vs. Yesterday stats
- Choose between Clicks, Profit, or Revenue metrics
- View 15-minute interval data on hover
- Use dropdown menus to select specific Offers, Partners, or Advertisers
Quick Actions
Create new items via
+ Add
buttonsAccess detailed views by clicking item names
Use vertical dots menu
for additional options
Customize visible columns
Pending Requests Banner
Monitor and act on:
- Pending Conversions
- Partner applications
- Offer requests
- Click any item to navigate directly to approval screens
Customization Examples
For Affiliate Managers
Recommended layout:
[Pending Requests Banner] (You can toggle it off)
[Revenue] [Payout] [Conversions]
[Partners Overview] [Active Offers]
[Performance Card] [Click Data]
[Marketplace Connections] - if you are a part of the Everflow Marketplace
Key metrics to display:
For example: If you are a Brand, you will not likely need stats on the Advertiser, since you are the Advertiser. That’s why having a highly customizable dashboard is important.
[Pending Requests Banner] (You can toggle it off)
[Revenue] [Payout] [Conversions]
[Partners Overview] [Active Offers]
[Performance Card] [Click Data]
[Marketplace Connections] - if you are a part of the Everflow Marketplace
Key metrics to display:
Conversion rates
Partner performance
Revenue tracking
Click statistics
Payout monitoring
For example: If you are a Brand, you will not likely need stats on the Advertiser, since you are the Advertiser. That’s why having a highly customizable dashboard is important.
Customization Example for Finance Teams
Recommended Metrics to Display (in order of importance):
Core Financial Metrics:
Supporting Metrics (for financial analysis):
Metrics to Hide/Deprioritize:
Recommended Dashboard Layout:
[Revenue Card - Expanded]
[Profit & Margin Cards]
[Payout Tracking Card]
[Gross Sales Overview]
[EPC/RPM Analysis Cards]
[Conversion Value Card]
The finance team should also consider:
Core Financial Metrics:
Revenue
Profit
Margin
Payout
Gross Sales
Supporting Metrics (for financial analysis):
EPC (Earnings Per Click)
RPM (Revenue Per Mille)
RPC (Revenue Per Click)
Approved Conversions
Total Conversions
Metrics to Hide/Deprioritize:
Invalid clicks
Duplicate Clicks
Impressions
CTR
CVR
Basic click tracking data
Recommended Dashboard Layout:
[Revenue Card - Expanded]
[Profit & Margin Cards]
[Payout Tracking Card]
[Gross Sales Overview]
[EPC/RPM Analysis Cards]
[Conversion Value Card]
The finance team should also consider:
Setting up custom date range comparisons for fiscal periods
Creating saved views for monthly/quarterly reporting
Adding revenue forecasting based on current trends
Setting up automated alerts for significant margin changes
Pro Tip
Did you know you can personalize your view further? Just like on the main dashboard, you can also add, remove, and rearrange the data cards on the individual Offer, Partner, and Brand / Advertiser detail pages to focus on the information that's most important to you.
