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Referral Marketing
Promotion Performance Dashboard

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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.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Referral Marketing

We recommend that you add this dashboard to the Promotions page, then set a filter based on the Promotion ID field. See Add a Tableau Next Dashboard to a Lightning Page.

Here's the list of metrics available on the dashboard.

Metric Description
Participating Advocates The percentage of referral program members participating as advocates.
Advocate Referral Rate The percentage of friends referred relative to the number of advocates.
Friends Who Signed Up The percentage of referrals shared that resulted in new customer signups.
Friends Who Completed First Purchase The percentage of referred friends who completed a qualifying purchase activity.
Revenue from Advocates The transaction revenue from advocates who participated in referral promotions.
Revenue from Friends The transaction revenue generated by referred friends.
Liability from Advocates The total liability for advocates rewarded for successful referrals.
Liability from Friends The total liability for new customers acquired through referral promotions.
 
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