The Offers dashboard (also known as Sales Tracking) is your central hub to manage link tracking and promo code offers, analyze member performance, and pay out commissions — all in one place.
To access your Offers dashboard, click Offers from the left-hand navigation.
Dashboard Homepage
There are two tabs available in the Offers Dashboard: the Offers tab and the Analytics tab.
Key Actions
Across both tabs, you’ll find quick actions to help you create offers and customize and manage your data:
Creator Offer - A step-by-step process to set up your offer
Send Payment – Pay out commissions due across all active offers with one click
Apply Filters – Narrow down results by:
Offer status (active, paused, expired, archived)
Offer type (sales link or promo code)
Date Range – Choose from preset ranges (e.g., Last 6 months, Month to Date) or set a custom date range.
Number of Members
KPI filters (clicks, conversions, sales amount, commissions earned, payouts, average sale)
Save View - Save custom filters to instantly pull up your frequently used reports
Download - Download a CSV of the Offers dashboard
Manage Columns - Only surface columns that are relevant for your dashboard
Performance Stats view (Analytics tab only) - switch performance stats view in the analytics tab by Offers or by Members.
Offers
By default, the homepage shows you the Offers tab, a summary of key offer details across all offers.
Offers Table
In the Offers tab you'll find a table with the following columns:
Name: refers to the offer name
Connected Projects: the project that the offer is linked to
Status: status of the offer
Members: total number of members in the offer
Clicks: total clicks recorded for the offer
Conversions: total conversions captured for the offer
Created On: date when the offer was created
Actions: shortcut of action menus
Offer Actions
A list of offer-specific actions available in the Actions column on the dashboard.
These actions are also available from the menu within an individual offer.
Edit Offer (pencil icon): opens the offer settings
Automation (lightning icon): opens the automation settings for the offer
More options (ellipsis icon): list of other available options you can use such as:
Automation Run History
Offer Conversion Report
Offer Update History
Archive Offer
Analytics
A consolidated view of reporting data and metrics across all offers.
Key Metrics
At the top of the dashboard, you’ll see widgets highlighting primary and secondary KPIs:
Members: Total members across all offers (members in multiple offers are counted more than once).
Members with Conversions: Members with at least one conversion.
Conversions: Accepted conversions recorded.
Clicks: Total link clicks.
Total Sales: Total sales generated (USD).
Avg. Sales: Total Sales ÷ Members with Conversions.
Commissions Earned: Total commission earned (USD).
Paid Commissions: Total amount paid to creator
Payments Due: Outstanding commission payments (USD).
Members with Payments Due: Number of members awaiting payment.
Analytics table
Below the summary, you’ll see a table of offers with detailed performance stats that you can view by Offer or by Member.
Name: refers to the offer name
Members: total number of members in the offer
Total Sales: total sales generated for the offer
Total Clicks: total clicks recorded for the offer
Conversions: total conversions captured for the offer
Avg. Sales: total sales in the offer ÷ members with conversions in the offer
Payout: total payment sent for the offer
Offer-Level Reports
Click on an offer name to drill down into its offer-level dashboard. Here, you’ll see both a performance summary for the offer and creator-level reporting for all members within the offer.
Offer-Level Actions
At the top-right, you still find the Send Payment button to process commission payments specific to that offer. The ellipsis icon shows you more action options such as: Edit Offer, Offer Conversion Report, Update History, View Removed Members, and Archive Offer
Below the summary, you can:
Apply filters (status, payout type, and/or KPI filters)
Add or remove members
Manage Member's Offer (activate/deactivate, refresh promo codes/links, edit payout values, etc.)
Email members their link or promo code
Under the ellipsis icon, you can select: Remove from Offer, Re-sync member data, or view Affiliate Update History
Search for members by name or promo code
Export data to a CSV file
Customize table columns
For an in-depth overview of offer-level reports, check out these articles:
If you have any questions, please reach out to our Support team by starting a chat or emailing us at [email protected].