Provide your marketing managers with actionable insights into referral programs to
help them devise strategies to increase membership, retain customers, improve processes, and
grow your business.
Required Editions
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited,
and Developer Editions with Referral Marketing
Note
Depending on your data volume, dashboards can take a few seconds or minutes to load.
Promotion Performance Dashboard Use the Promotion Performance Dashboard to evaluate a referral promotion's participation and return on investment (ROI). Monitor it to identify bottlenecks, assess whether reward costs align with revenue generated, and make data-driven decisions about continuing or adjusting the promotion. For example, if you see high referrals but low conversions, consider adjusting friend rewards or improving the sign-up experience.
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