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Sales Tracking Dashboard Overview

Track sales, measure performance, and process commission payouts with ease

Ana Lopez avatar
Written by Ana Lopez
Updated this week

The Sales Tracking dashboard 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 Sales Tracking dashboard, click on Reporting from the left-hand navigation, then select Sales Tracking.

Below is a video walkthrough:

Dashboard Homepage

By default, the homepage shows a summary of member performance across all active offers for the last 6 months.

Key Actions

In the top-right corner of the dashboard, you’ll find quick actions to help you customize and manage your view:

  • Adjust Date Range – Choose from preset ranges (e.g., Last 6 months, Month to Date) or set a custom date range.

  • Apply Filters – Narrow down results by:

    • Offer status (active, paused, expired, archived)

    • Offer type (sales link or promo code)

    • Connected projects

    • KPI filters (clicks, conversions, sales amount, commissions earned, payouts, average sale)

  • Send PaymentPay out commissions due across all active offers with one click.

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).

  • Sales per Member: Total Sales ÷ Members with Conversions.

  • Commissions Earned: Total commission earned (USD).

  • Average Commission per Member: Commissions Earned ÷ Members with Conversions.

  • Payments Due: Outstanding commission payments (USD).

  • Members with Payments Due: Number of members awaiting payment.

Below the summary, you’ll see a table of offers with detailed performance stats. From here, you can:

  • Search by offer name

  • Export data to a CSV file

  • Customize the columns displayed

To create a new offer, click Add Offer, then select the offer type.


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

The same top-right icons let you adjust timeframes, apply filters, or process commission payments specific to that offer.

Below the summary, you can also:

  • Add or remove members

  • Edit offers for members (activate/deactivate, refresh promo codes, edit payout values, etc.)

  • Email members their link or promo code

  • Manage rewards for members

  • 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].

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