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Whether you need to correct tracking discrepancies, account for refunds, or update Conversion values, Adjustments gives you the flexibility to maintain accurate top-level reporting and fair Partner compensation.

Changes can be applied at the Click and/or Conversion-level, Revenue and Payout levels, and even Impressions and Media Buying Costs. Adjustments are reflected in Partner Platform reporting, as well as in any Network-level top-line reporting.

Key Terms

Key terms related to performance Adjustments and Reporting.

➔ Adjustments: Tools for modifying historical performance metrics.
➔ Auto-Adjust: Feature that automatically recalculates Revenue and Payouts based on modified traffic data.
➔ Top-line Statistics: Primary metrics like Clicks, Conversions, Revenue, and Payouts.

Why Use Adjustments?

Correct tracking discrepancies between your systems
Account for order cancellations or refunds (this can also be done using On Hold Conversions)
Ensure accurate partner payments and reporting

Heads Up! The Adjustments tool does not work on the current day, as the reporting is still being updated for that day. Plus, Adjustments made are only reflected on top-level reporting but not on Conversion or Click reporting.

When to Use Adjustments

Use the Adjustments tool when you need to:

Modify data from previous days
Update partner performance metrics before processing payments
Correct discrepancies between your internal data and Everflow's tracking
Account for post-conversion Events like refunds or cancellations

Step-By-Step Guide

We will cover how to navigate to the Adjustments tool to view or create them, set up the basic parameters, and select the appropriate adjustment method based on your needs.

Open the Adjustments Tool

Go to Partners in the main menu

Select Adjustments from the submenu

View existing adjustments or click + Adjustment to create a new one

Set Adjustment Parameters

Click + Adjustment

Select the date range for the adjustment

Choose the Partner from the dropdown

Select the Offer to adjust

Method A: Auto-Adjust Revenue & Payout

Best for: Simple modifications where standard payout rates apply

Enable Auto Adjust Revenue & Payout

Modify Click or Conversion counts

System automatically calculates new Revenue and Payout amounts based on default rates

Auto-adjust only works with default Payout rates. For Partners with custom payouts or tier-based rates, disable this option.

Method B: Manual Adjustments

Best for: Complex adjustments or custom payout scenarios

Disable Auto Adjust Revenue & Payout

Click the Edit icon

Manually enter values for:

Revenue

Payout

Gross Sales

Total Clicks

Unique Clicks

Conversions

Impressions

Notes

Save and Confirm

Review all modified values

Click Add to save your changes

Verify the adjustment appears in your adjustment history

Real-Life Examples

Let's look at some common scenarios you might encounter and how to handle them. These examples will show you exactly how to make adjustments when dealing with refunds or tracking differences.

Example 1: Shopify Store Refund

Scenario: Your Shopify store had a $100 order that was later refunded. You need to adjust the Partner's statistics.

Solution:

Create new Adjustment for the order date

Disable auto-adjust

Reduce conversion count by 1

Adjust Revenue and Payout to remove the refunded amount

Save the adjustment

Example 2: Tracking Discrepancy Correction

Scenario: Your internal analytics show 500 Clicks but Everflow tracked 450. You want both stats to match.

Solution:

Create new adjustment for the affected date

Enable auto-adjust

Modify Click count to match your internal data

Let system recalculate Revenue and Payout

Save the adjustment

Making these adjustments helps maintain trust with your Partners and keeps your reporting accurate.

While the process might seem technical at first, these step-by-step solutions make it manageable.

Common Issues

Issue ❌

Solution ✅

Can't adjust today's data

Adjustments only work for previous days.

Auto-adjust not working

Check if Partner has custom Payouts or is in a tier.

Changes not reflecting

Refresh your report and take a look again. Plus, make sure you are looking at the top-level reporting.

When to Contact Support

Auto-adjust calculations seem incorrect
Historical adjustments not appearing in reports
System errors when saving adjustments

Other Ways to Modify Conversion/Order Data

Explore alternative methods for adjusting conversion and order information.

Upload a CSV file via Reports > Conversion Import to create, change status, or edit revenue/payout of existing conversions/orders

Use the API to create, change status, or edit revenue/payout of existing conversions/orders (contact CS team for exact endpoints)

Use the reversal postback to change status (cancel orders)

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Next in This Series

Learn how to modify historical partner performance data including clicks, conversions, revenue, and payouts using the Adjustments tool.

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Overview