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4.4 Performance Reports

  • Same procedure as Reports. You will find all the step-by-step to use filters and specific buttons to analyze and customize reports above in this section (4.3 Customize Reports).

 

Is possible to personalize the report’s columns by clicking on the Column Selector (gear icon) and follow the step-by-step described above.

 

  •  Performance Report Options, the available Performance Reports will be different depending on the User access. This view is a SuperUser view, with full access
Daily Performance
  •  Daily Performance Report defines the time period as a day for each row for the established range date
  •  Detailed report on signups, FTDs, open and close trades, among many other metrics. These sections are fully customizable, allowing you to tailor the data displayed according to your specific needs.
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > Daily Performance
Weekly Performance
  •  Weekly Performance Report defines the time period represented as a week per row for the established range date
  •  Detailed reports on signups, FTDs, open and close trades, among many other metrics. These sections are fully customizable, allowing you to tailor the data displayed according to your specific needs
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > Weekly Performance
Monthly Performance
  •  Monthly Performance Report defines the time period represented as a month per row for the established range date
  •  Detailed reports on signups, FTDs, open and close trades, among many other metrics. These sections are fully customizable, allowing you to tailor the data displayed according to your specific needs
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > Monthly Performance
Affiliate Performance
  •  Affiliate Performance Report provides insights into the performance and activity of a specific affiliate, including their sales results and overall movement within the CRM.
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > Affiliate Performance
Sub Affiliate Performance
  •  Sub Affiliate Performance Report, provides insights into the performance and activity of a specific Sub affiliate, including their sales results and overall movement within the CRM.
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > Sub Affiliate Performance
Country Performance
  •  Country Performance Report provides insights into the performance and activity by country, including sales results and overall trends based on geographic location.
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > Country Performance
Campaign Performance
  •  Campaign Performance Report provides insights into the performance and activity by campaign, including sales results and overall effectiveness of each marketing initiative.
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > Campaign Performance
Employee Performance
  •  Employee Performance Report provides insights into the performance and activity of a specific employee (affiliate manager), including sales results and the overall impact of their assigned affiliates or campaigns.
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > Employee Performance
Business Unit Performance
  •  Business Unit Performance Report provides insights into the performance and activity of a specific Business Unit, including sales results and overall operational metrics associated with that unit.
 

It is important to configure the appropriate Business Unit distribution (go into section 5, Business Unit Management) to take advantage of the report and generate a correct analysis

 

  •  Navigate by the left Sidebar Menu and click on the Performance Reports > Business Unit Performance
Media Performance
  •  Media Performance Report provides insights into marketing tools, including the effectiveness of banners, landing pages, and other marketing assets used in affiliate campaigns.
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > Media Performance
Master Commissions Performance
  •  Master Commissions Performance Report displays the commissions earned by master affiliates through their sub-affiliates, shows the amount of the commission and data like subaffiliate (names, tier levels)
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > Master Commissions
Customers Performance
  •  Customers Performance Report tracks customer activity, allowing you to analyze customer actions (like SignUps, deposits) possible to identify with the corresponding affiliate, deal and campaign, action dates and performance
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > Customers
  •  To perform particular actions for customers, select the desired ones to modify by checking the box on leftmost side of the row.
  •  Add Event Manually allows you to apply specific actions to selected customer/s. A pop window will show up, where:
    •  Place Event: to add a missing action to the customer (such a Signup, Qualified FTD or Fraud) with a specific date.
    •  Hold Event: temporarily suspend tracking of a customer’s event already placed.
    •  Set Customer as Test marks the customer as a test profile. This excludes them from affiliate/IB performance calculations based on how the system is configured (e.g., if settings exclude from affiliate's performance FTDs from test customers will be ignored). This ensures that test data does not impact real performance metrics.
    •  Set Customer as Disqualified: flags the customer as disqualified. Their actions will not count towards affiliate performance. If customer returns as Qualified, click on Customer ID and manually deleted the action, selecting the delete icon.
  •  Change Affiliate allows you to reassign the selected customer/s to a different affiliate/IB. A pop window will show up, where:
    •  Select the desired Affiliate/IB to reassign
    •  Select campaign where customer's performance will be based. This determines how the affiliate/IB will be commissioned for that customer’s performance.
 

If Events or Affiliate reassignment changes is made for a customer action within the current month, the update will be reflected overnight. If the action date is from a previous month, please contact the Track360 support team to trigger a manual recalculation to update the platform.

Affiliate and SubCustomers Performance
  •  Affiliate and SubCustomers Performance Report shows data of each customer and their affiliate associated with the performance and movements done by each customer.
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > AffAndSubsCustomers
 

For step-by-step guidance to add events manually or changing a customer's affiliate, please refer to the subsection of Performance Reports - Customers Performance

Sub-affiliate and SubCustomers Performance
  •  Sub-affiliate and Customers Performance Report shows data of each customer and their subaffiliate associated with the performance and movements done by each customer.
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > SubAffiliatesCustomers
 

For step-by-step guidance to add events manually or changing a customer's affiliate, please refer to the subsection of Performance Reports - Customers Performance

Leads Performance
  •  Leads Performance Report provides insights into the number and details of leads associated by affiliates, landing pages or deals, helping to measure lead generation efforts
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > Leads
Affiliate Details Performance
  •  Affiliate Details Performance Report displays detailed information for each affiliate, such as affiliate’s personal information, payouts, country.
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > Affiliate Details
Transaction Performance
  •  Transaction Performance Report tracks all financial transactions linked to affiliate, providing a detailed financial overview
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > Transaction
Deal Performance
  •  Deal Performance Report helps you analyze the performance of the deals with their characteristics associated with corresponding affiliates, the volume close and the performance metrics.
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > Deal
DailyPnl Performance
  •  DailyPnl Performance Report shows daily profit and loss data, giving insights into the customer’s movements activities with the associated affiliate and the detailed information of profit and loss (like date, balance)
  •  Navigate by the left Sidebar Menu and click on the Performance Reports > DailyPnl