--- title: "Referral Funnel Dashboard" slug: "referral-funnel-dashboard" updated: 2024-04-02T11:29:27Z published: 2024-04-02T11:29:27Z canonical: "support.yotpo.com/referral-funnel-dashboard" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.yotpo.com/llms.txt > Use this file to discover all available pages before exploring further. # Referral Funnel Dashboard Products Loyalty ###### Supported plans Premium, Enterprise ###### eCommerce Platform Shopify, Shopify Plus, BigCommerce, Salesforce Commerce Cloud, Adobe Commerce (Magento), Custom The Referral Funnel dashboard is a great way to gain valuable insights into the performance of your customer referral program and leverage real-time data to gauge ROI and understand, optimize, and improve your loyalty program. ## Before you start The data shown in the dashboard comes from referral modules that are implemented on your site. To start using the dashboard, you must first add the [Refer Friends module](/v1/docs/refer-friends-module) to your store. **Tip:** We recommend implementing the [Referral Welcome popup](/v1/docs/referral-welcome-popup) to greet newly referred friends and show them their discount code. ## Getting started To get started, access the Referral Funnel dashboard from within your Yotpo Loyalty & Referrals admin. To view the Referral Funnel dashboard: 1. [Log in](https://login.yotpo.com/#/login?product=loyalty) to Yotpo Loyalty & Referrals. 2. Click **Performance**. 3. Click **Referral Funnel**. The Referral Funnel dashboard consists of several sections that can be filtered by date range. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/de6f1058-00a3-4b3c-9984-ec3200de30e1.gif?sv=2026-02-06&spr=https&st=2026-10-30T14%3A47%3A05Z&se=2026-10-30T15%3A47%3A05Z&sr=c&sp=r&sig=murwa26jdiqyQNeb9%2FOHo8doWqs4CZ7ui%2BaoWOBFNAs%3D) To apply the chosen filter, click the **Reload** button at the top right corner of the dashboard. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/711ac5da-e3a2-4151-b1d0-fe3530a03ca0.png?sv=2026-02-06&spr=https&st=2026-10-30T14%3A47%3A05Z&se=2026-10-30T15%3A47%3A05Z&sr=c&sp=r&sig=murwa26jdiqyQNeb9%2FOHo8doWqs4CZ7ui%2BaoWOBFNAs%3D) ## Referral Funnel dashboard overview Please note: Data refreshes once a day at approximately 06:00 AM, EST. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/2621eaea-8cef-4d36-a2a7-cd43b93df8ac.png?sv=2026-02-06&spr=https&st=2026-10-30T14%3A47%3A05Z&se=2026-10-30T15%3A47%3A05Z&sr=c&sp=r&sig=murwa26jdiqyQNeb9%2FOHo8doWqs4CZ7ui%2BaoWOBFNAs%3D) ### Main metrics | Metric | Description | | --- | --- | | Referral impression rate | The percentage of active loyalty users who were exposed to the referral modules on your site. | | Referral share rate | The percentage of active loyalty users who used the share option, out of all active loyalty users exposed to the referral modules on your site. | | Click conversion rate | The percentage of referred friends who clicked the referral link. | | Order conversion rate | The percentage of referred friends who successfully completed a purchase via the referral link, out of all referred friends who clicked a referral link. This means that the purchase met all the limitations set in your [Referral Program settings.](/v1/docs/setting-up-your-referral-program#choose-what-you-will-offer) | ### Impressions This section shows how many users were exposed to the various referral module instances implemented on your site. An impression is counted when a shopper views the specific section of the page where the module is implemented. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/bcd11764-b9d0-4398-b860-73701c6bf5bc.png?sv=2026-02-06&spr=https&st=2026-10-30T14%3A47%3A05Z&se=2026-10-30T15%3A47%3A05Z&sr=c&sp=r&sig=murwa26jdiqyQNeb9%2FOHo8doWqs4CZ7ui%2BaoWOBFNAs%3D) | Metric | Description | | --- | --- | | Unique impressions | The total number of unique referral module views. | | Page distribution | The distribution of user impressions across site pages containing referral modules. | ### Shares This section shows referral link sharing trends. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/ab007a7a-49e5-43ce-8b99-e17466c69078.png?sv=2026-02-06&spr=https&st=2026-10-30T14%3A47%3A05Z&se=2026-10-30T15%3A47%3A05Z&sr=c&sp=r&sig=murwa26jdiqyQNeb9%2FOHo8doWqs4CZ7ui%2BaoWOBFNAs%3D) | Metric | Description | | --- | --- | | Shares per page | The percentage of shares per site page - if you implemented modules across diffrent pages on your site, this will show you the breakdown of shares per page. | | Total number of shares | The total number of share actions made via all the referral modules on your site. | | Channel distribution | The distribution of share actions made across the different available share channels. | ### Clicks This section shows the number and distribution of referral link clicks. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/e6182df3-9c0b-4ce7-be78-350d1aa0bd4b.png?sv=2026-02-06&spr=https&st=2026-10-30T14%3A47%3A05Z&se=2026-10-30T15%3A47%3A05Z&sr=c&sp=r&sig=murwa26jdiqyQNeb9%2FOHo8doWqs4CZ7ui%2BaoWOBFNAs%3D) | Metric | Description | | --- | --- | | Total number of clicks | The total number of times unique referred friends clicked a unique referral link. | | Clicks per channel | The percentage of referral link clicks per share channel, showing which channel drives the most clicks. | ### Orders This section shows data regarding successful purchases. A successful purchase must meet all the limitations set up in our [Referral Program settings](/v1/docs/setting-up-your-referral-program#choose-what-you-will-offer). | Metric | Description | | --- | --- | | Total number of orders via referrals | The total number of first-time purchases made by referred friends who used a referral link. | | Orders per channel | The percentage of orders made per channel, out of the total number of referral link clicks for that channel, showing which channel drives the most orders. | ## Export actions Multiple export actions give you the flexibility to create one-time reports as a PDF/CSV file or create scheduled automated actions you can sync with your ESP. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/bf87c1f8-a928-4f31-a01f-50b68b3556f5.png?sv=2026-02-06&spr=https&st=2026-10-30T14%3A47%3A05Z&se=2026-10-30T15%3A47%3A05Z&sr=c&sp=r&sig=murwa26jdiqyQNeb9%2FOHo8doWqs4CZ7ui%2BaoWOBFNAs%3D) ****Download as PDF**** **To download a one-time report in PDF format:** 1. Click the ellipsis icon at the top right corner of the screen 2. Click the **Download** option 3. In the dropdown menu, choose **PDF** ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/ulkbvbpsldirhhb6zjzchhoficmj2h_73mvwo9bbnk8wp96sur8okcv7yoylwn_vxy-evnjm_y5s5qu2omuixy7jvsl2wy4crsnja0ggbe7-zgnenjo-q1fx-lbp31jtj2d-td17.png?sv=2026-02-06&spr=https&st=2026-10-30T14%3A47%3A05Z&se=2026-10-30T15%3A47%3A05Z&sr=c&sp=r&sig=murwa26jdiqyQNeb9%2FOHo8doWqs4CZ7ui%2BaoWOBFNAs%3D) ****Download as CSVs**** Download a one-time comma-separated value (.csv) report which can be easily shared with teammates and stakeholders. 1. Click the ellipsis icon at the top right corner of the screen 2. Click the **Download** option 3. In the dropdown menu, choose **CSV** ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/bce0346d-c248-43c8-bd60-03a4eb189932.png?sv=2026-02-06&spr=https&st=2026-10-30T14%3A47%3A05Z&se=2026-10-30T15%3A47%3A05Z&sr=c&sp=r&sig=murwa26jdiqyQNeb9%2FOHo8doWqs4CZ7ui%2BaoWOBFNAs%3D) ****Schedule delivery**** An automatic scheduled action you can use to generate recurring reports. To create a new scheduled action: 1. Click the ellipsis icon in the upper right-hand corner of the screen. 2. Click **Schedule delivery.** 3. Choose the delivery settings. ![](https://cdn.document360.io/f3c2ab59-fe4c-4f93-9614-2872f40e8aa7/Images/Documentation/mkihc_vjo8fbhovvcmjes7_d0qosodefglu_8ctso9sy-6xcqbkp-owscjxb8mnc1zmnlu5arucg8jla5d9_ntpanucoeez4abr_inqmko1zrmdkpb5tdyppcceih6f-zlczfnma.png?sv=2026-02-06&spr=https&st=2026-10-30T14%3A47%3A05Z&se=2026-10-30T15%3A47%3A05Z&sr=c&sp=r&sig=murwa26jdiqyQNeb9%2FOHo8doWqs4CZ7ui%2BaoWOBFNAs%3D)