Reporting - Accounts Dashboard

The accounts dashboard is designed to allow the user to view their monthly stats.

This article takes you through the dashboard and how to get the most out of it. The article is split as following:

• Dashboard Overview
• What you Need
• Dashboard Structure

Tip: For an optimal view of the dashboard, hide the left sidebar and set your page zoom at 90%.

Dashboard Overview

Below is a summary of what the dashboard offers:

By default, the dashboard shows data for this month and all your current accounts. Use the filters to view performance for a specific month. Unlike the Home Page, visualizations can be filtered by date, allowing you to select any time period you'd like to take a closer look at.

What you Need

Below is what you need for the dashboard to work at its full potential:

• Add your affiliate accounts to Routy

Dashboard Overview

The dashboard is split into three sections:

• Overall Metrics
• Account Breakdown
• Monthly Trends

Overall Metrics

These visualizations simply shows your overall KPIs based on your selected filters.

Account Breakdown

This table allows you to view your clicks, visits (clicks extracted from the affiliate program), signups, FTD etc. by account.

Monthly Trends

This visualization shows visits, FTDs and total commission per month for the past 12 months, to show you the progression of your numbers.