Tour the merchant dashboard

The merchant dashboard groups its pages into six sections in the left-hand menu. This page explains what each one is for, so you know where to look. The bottom of the menu has a light/dark theme switch and Sign out.

Measure

• Overview shows the last 30 days: attributed revenue, commissions earned, referred signups and active partners. It also has a daily chart for clicks, signups or revenue, a click-to-payment funnel, filtered traffic, and clawbacks from refunds. While setup is incomplete, a Finish your setup card lists the next steps.

• Referrals lists every attributed customer. Select journey to see how a referral was matched.

• Reports has cohort lifetime value, revenue by channel and by geography, coupon performance and partner performance. See Read your reports.

• Notifications is your activity feed.

Money

• Commissions is the commission ledger, where you approve commissions and make adjustments. See Approve commissions and pay partners.

• Rewards sets up rewards for the referred customer, such as store credit, a discount coupon or a gift card.

• Payouts is where you create payout runs, execute or cancel runs that haven't been sent, and see every payout. See Approve commissions and pay partners.

• Deals lists B2B deals that partners register with you.

Grow

• Creators lets you search partners who published a public profile and invite them to a program.

• Discovery finds prospective partners and keeps an outreach queue.

• Marketplace publishes your program as a listing partners can find, and shows disputes partners raise.

Frontier

• Agents covers AI agent partners, signed recommendations and a negotiation policy.

• Optimize has incrementality measurement and self-pricing commissions.

• Network lets you join the attribution network and look up cross-merchant journeys.

• Clean room runs aggregate queries and consent lookups.

Trust

• Fraud shows fraud cases, where you can dismiss a case, void the referral, suspend the partner or ban them, plus filtered traffic. See Review fraud.

• Tools collects one-off operations: the program assistant, trust scans, finance exports, a sandbox, imports from other tools, and privacy requests.

Configure

• Billing shows your Referalli plan and usage, and lets you change plans.

• Payments connects the payment providers you pay partners with. See Connect a payment provider.

• Programs is where you create and configure programs: attribution, commission rules, the join page and tracking rules. See Create a program.

• Partners lists your partners and lets you add one by email and enroll them in a program. Each partner's page shows their programs, balances, links and payout minimum.

• Assets stores creative for partners: banners, copy, video and logos.

• Webhooks sends signed event notifications to your own systems.

• Team lists the people in your organization and their roles, and lets owners and admins add, change and remove them. See Manage your team.

• Settings has the tracking snippet, payout compliance, API keys, billing connections, the payout schedule, exchange rates and the auth platform and on-chain connections. See Set up tracking and Schedule payouts.