Analytics: Partners Tab

  • Updated

Who is this article for?

This article will be useful to you if you are managing a partner referral program on PartnerStack and want more insight into your program's performance.

Overview

Partner reporting provides analytics on program-wide partner performance and refers to all purchases by all customers. You can find information such as;

  • Top-performing partners
  • Partners that have brought in a paying customer in a given timeframe
  • Partners that have submitted deals within a given timeframe and more

You'll see a series of numbers, graphs, and charts on the partners' page. At the top, there are hero numbers. These hero numbers are key metrics and data points that will give you quick insight into some common program statistics.

Partners tab hero numbers

  • Partners with signups: Count of partners who have referred any customers, whether or not the customer has purchased
  • Partners with paid customers: Count of partners whose customers have made at least one purchase
  • Partners logged in: Count of partners that have logged into their PartnerStack accounts (not just to the specific program)
  • Partners not logged in: Count of partners that have not logged into their PartnerStack accounts or the specific program
  • Partners that have submitted leads: Count of partners that have submitted leads *if you have leads enabled on your plan* 
  • Partners that have registered deals: Count of partners that have registered deals *if you have deals enabled on your plan*
  • Partners that have open deals: Count of partners that have open deals *if you have deals enabled on your plan*

Hero_Numbers.jpg

Each hero number will show the number of partners that have achieved that metric based on the selected filters. If you filter down the report to a single partner using the partner-specific filter, the hero numbers will show either a value of 0 or 1, if the selected partner matches the criteria or not.

All hero numbers can be clicked on for further details to learn exactly what data is included in each number- these are called drill-downs. You can then download all of the data included by using the download icon in the top right-hand corner.

Drill_down.gif

New Partners bar graph & chart

Below the hero numbers, you'll see a stacked bar chart for New Partners by group, which will show the number of partners that have joined each group at each point in time. This chart will be filtered by all filters available (timescale, timeframe, group name, partner manager name, partner name, partner email).

These sections can be drilled down into as well to see the specific partners that make up the counts.

You can toggle the groups included in this chart off and on by clicking on the group name. If the name is greyed out, it is not visible in the chart.

Charts_.gif

There are two tables that show performance on an individual partner level. The first table shows revenue performance and the second shows signup/ paid customer metrics. You can sort data in the columns and drill down into the data in the table.

Revenue_and_Sign_up.jpg

The bottom of the Partners tab includes some more specific partner data.

Partner Metrics and Terms of Service

Partner Metrics by Country displays the countries your partners are located in. Note this data is based on the address information your partners enter in their PartnerStack profile settings. 

Pending Rewards displays all the rewards a partner has earned but has not cashed out.

Pending_rewards.jpg

The status in the partner payment status field includes: 

  • Funds available in the payment status field means the reward is readily available to be cashed out on the partner's dashboard.
  • Pending approval tells you that the rewards need to be approved or declined
  • Invoicing means the reward has been pulled onto an invoice after approval

Terms of Service display the percentage of partners that have accepted or not accepted your program terms of service. You can click into each value to see a more detailed list with partner information. 

Terms_of_service.gif

Note: If you update your terms of service, the Not Accepted rate will be reset to 100% until partners have started to accept your new terms of service.

Exporting Partner data

To download specific data within the Partners tab, follow these steps:

  1. Apply your desired filters and click the "reload" arrow
  2. Select the three vertical dots in the top right of a specific chart or table
  3. Select download
  4. Select desired format (PDF or CSV)

To download all data within the Partners tab, follow these steps:

  1. Change the "Timeframe" filter to "is anytime" and click the "reload" arrow
  2. Select the three vertical dots in the top right of the tab
  3. Select download
  4. Select desired format (PDF or CSV)

 

Was this article helpful?

0 out of 1 found this helpful