Overview
How It Works
Go to Referrals → Analytics to view referral program performance under Performance Overview. A date range selector at the top of the page controls the reporting window for every card below it.
Revenue Impact
Lifetime Metrics shows the referral program's total impact since launch: Revenue Driven, Percent of Revenue, Transactions, and Total Advocates.
Referral Revenue breaks that impact down further, combining friend and advocate revenue. Revenue Driven includes friend and advocate revenue. Percent of Revenue is calculated as referral revenue divided by all revenue. Transactions shows the total number of transactions from referrals. Toggle between Revenue and Transactions to switch the chart view.
Funnel Performance
Conversion Funnel by Advocate shows how advocates move through the referral journey: Impressions (times an advocate visits a share page or sign-up page), Shares (times all advocates share), and Reward Earned (times an advocate earns a reward).
Conversion Funnel by Friend shows the same journey from the referred friend's side: Site Visits (times a friend visited the site after clicking a share link), Completed Referrals (completed referred friend checkouts), and Sign Ups (friends who go on to become an advocate).
Advocate Activity
Advocate Performance shows how often advocates share, alongside Advocacy Percentage (Sharers / Advocate impressions) and Sharing Rate (Shares / unique number of advocates who shared).
Top Advocates and Completed Referrals ranks advocates by completed referrals, making it easy to spot top performers.
Referral Status shows how many referrals are currently Approved, Pending, or Rejected.
Revenue Breakdown
Revenue Distribution Among Customers splits referral revenue or transactions between new and existing customers, and between advocates and friends. Toggle between Revenue and Transactions to switch the table view. Results appear under New Customers Revenue and Existing Customers Revenue, with rows for Advocates Revenue and Friends Revenue.
Reward Activity
Reward Performance by Advocate and Reward Performance by Friend each show Rewards Issued and Rewards Redeemed, with a toggle to switch the chart between Issued and Redeemed.
Top Issued Rewards by Advocate and Top Redeemed Rewards by Friend rank the most common rewards in each category.
Reports
The Reports card exports raw referral data for deeper analysis outside the merchant admin: Advocate Shares and Referral Report.
How To Set It Up
Go to Referrals → Analytics.
In the Reports card, click Export next to Advocate Shares or Referral Report.
3. Select a date range: Yesterday, This Week, Last Week, This Month, Last Month, This Year, Last Year, or Custom Range.
4. Enter the email address where the report should be sent.
5. Click Send. Click Cancel instead to close the modal without exporting.
Key Notes
Percent of Revenue is calculated as referral revenue divided by all revenue.
The two conversion funnels track advocates and friends separately, so drop-off points can be identified on either side of the referral.
Referral Status and Revenue Distribution Among Customers are the fastest way to spot pending approvals or an imbalance between advocate and friend revenue.
Reports are exported on demand, not scheduled. Each export is a one-time email send for the selected date range.
The date range selector at the top of the page controls what the whole page shows. The date range picked inside an export is separate and only applies to that report.