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The Referral Performance Dashboard gives you a real-time view of how your referral program is driving member acquisition and what the quality of referred members looks like compared to members who joined through other channels.

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Accessing the dashboard

Navigate to Referral → Performance in the left sidebar.
Referral Performance Dashboard showing Member Acquisition Breakdown pie chart with referred vs non-referred split, Total Members Referred and Total Bonus Points Issued counters, and the 6-month enrollment trend chart

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Summary metrics

The top of the dashboard shows two key program-level counters:

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Visualisations

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Member acquisition breakdown

A pie chart showing the split between:
  • Members who joined through a referral code
  • Members who enrolled through other channels (organic, direct, marketing)
Use this to quantify what share of your total member growth is attributable to the referral program. A growing referral share indicates increasing word-of-mouth momentum.

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6-month enrollment trend

A line chart tracking monthly enrollment for both:
  • Referred members (enrolled using a referral code)
  • Non-referred members (other acquisition channels)
This month-by-month view reveals whether referral-driven acquisition is growing, plateauing, or declining — and whether it moves in sync with general enrollment trends or independently.

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Spend comparison

Compares the behaviour of referred vs. non-referred members across two dimensions, calculated using the previous three months of activity: This is the most important metric for evaluating referral program ROI. If referred members spend significantly more on average, increasing your referrer reward to accelerate acquisition will have a positive return. If there is no spend difference, the issue may be in your onboarding flow for new members rather than in the referral incentive itself.

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Top referrers table

A ranked table of your most successful referrers:
Referral dashboard lower section showing Top Referrers table with Relation Reference, Name, Total Referrals, Total Bonus Points Earned columns, and Recently Referred Members list below it
Use this table to identify your most valuable program advocates. Consider giving top referrers additional recognition or incentives to maintain their activity.

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Recent referrals list

Displays the 10 most recently acquired referred members with enrollment date and referring member ID. The full list is paginated and can be downloaded for further analysis.
If referred members spend significantly more than non-referred members, increase your referrer reward to accelerate acquisition. If spending is similar, focus on improving the new member onboarding experience — the referral is working, but the welcome journey may not be converting engagement.

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Referral history (member level)

In addition to the program-level dashboard, each member’s individual referral history is accessible from their member profile. The history shows:
  • Which friends they successfully referred
  • The date of each referral
  • Points earned per referral
History is paginated for members with a large number of referrals, ensuring fast load times regardless of volume.

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Troubleshooting

Dashboard metrics are not updating.
  • The dashboard refreshes in real time for new referral events. If recent referrals are not appearing, check that the reward trigger condition (activation or first transaction) has been met for those referrals.
A successful referral does not appear in the top referrers table.
  • Top referrers are ranked by completed (reward-triggered) referrals, not by referral code shares. Verify that the referred member completed the required trigger action.
  • Check the referral cap settings — if a member has hit their monthly or lifetime cap, additional referrals may not have triggered rewards.