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.
Accessing the dashboard
Navigate to Referral → Performance in the left sidebar.
Summary metrics
The top of the dashboard shows two key program-level counters:
| Metric | What it tracks |
|---|
| Total members referred | Count of all members who enrolled using a valid referral code since the program launched |
| Total bonus points issued | Combined points distributed to both referrers and new members across all completed referrals |
Visualisations
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.
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.
Spend comparison
Compares the behaviour of referred vs. non-referred members across two dimensions, calculated using the previous three months of activity:
| Metric | Why it matters |
|---|
| Average monthly spend | Higher spend by referred members indicates better-quality acquisition |
| Transaction frequency | More frequent transactions from referred members indicates higher engagement |
Top referrers table
A ranked table of your most successful referrers:
| Column | Description |
|---|
| Relation Reference | The referrer’s unique program identifier |
| Name | Referrer’s name |
| Total referrals | Number of successful (reward-triggering) referrals they have generated |
| Total bonus points earned | Cumulative points they have received for referrals |
| Link | Opens their full member profile |
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.
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.
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.
