Once your referral link is live, the partner dashboard becomes your control panel — it shows what is working, what is stuck, and where your earnings stand. Reading it well is what separates partners who plateau from partners who grow. This guide walks through each stage of the funnel, what the numbers mean, and how to act on them.
What does your partner dashboard track?
Your dashboard tracks the full journey of every referral, in real time, attributed automatically through your link or code. The core metrics are:
- Clicks / uses — how many people clicked your link or entered your code.
- Quotes — how many of those people requested a quote.
- Bound policies — how many actually purchased coverage.
- Pending rewards — earned but not yet cleared for payout.
- Paid rewards — cleared and issued to your payout method.
- Payout history — a record of every payment.
Because attribution is automatic, you never reconcile a spreadsheet or chase credit. If a referral started from your link, it shows up here.
How do you read the referral funnel?
Think of your referrals as a funnel with three stages. Each stage answers a different question: