Find Affiliate Manager, read the dashboard metrics and leaderboard, and know what each tab is for.
Why it matters
What Affiliate Manager does for you
Affiliates are people or businesses who promote your products and earn a commission. This tool does the tracking so you never keep a spreadsheet of links.
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Unique links
Every affiliate gets their own referral link, so each lead and sale is credited to the right person.
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Automatic tracking
Leads, customers, and revenue show up on one dashboard.
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Commission math
Commissions are calculated from the rules you set. Pay per lead or pay per sale, flat or percent.
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Payout control
You approve payouts, then pay by PayPal Auto Payouts or by a manual method like bank transfer.
Dashboard tour
The parts of your dashboard
Open Marketing, then Affiliate Manager in your left menu. Click through these four areas.
New button and campaign picker
The New button is your quick-action button for creating things. The campaign picker lets you look at All Campaigns or just one.
Pick All Campaigns for the big picture
Pick one campaign to see only its numbers
Your headline numbers
Core metrics show Total Revenue, Total Customers, and Conversion Percentage. Under them, the Conversion Trend graph shows how conversions move over time.
Change the campaign picker and watch the numbers change
Your top 10 affiliates
The Affiliate Leaderboard ranks your top 10 affiliates. You can switch the ranking between revenue, commissions, leads, and customers.
Revenue shows who sells the most
Leads and customers show who brings people in
What needs your attention
Pending Actions lists payouts and commissions waiting on you. Recent Affiliate Activity shows what happened lately. Export Sales CSV downloads your sales as a spreadsheet file.
Payout terms run from NET-7 through NET-90
The other tabs cover campaigns, affiliates, payouts, media, and settings
Key terms
Definitions
Tap any term to expand it.
A person or business that promotes your product and earns a commission.
A set of products, commission rules, and settings that affiliates promote together.
A top 10 ranking of affiliates by revenue, commissions, leads, or customers.
A core metric on the dashboard showing how much of your traffic converts.
Help me do it
Things To Do
Finish these before moving to the next lesson. They only take a few minutes.
0 of 3 done
⚡ Tips
Start every visit at the dashboard and check Pending Actions first.
Use the campaign picker before you read the numbers so you know which data you are seeing.
A new account may look empty until a campaign and affiliates exist. That is normal.
Click each tab once on your first visit so you know where everything lives.
Check yourself
Quick Knowledge Check
Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.
0 of 4 answered
How many affiliates does the Affiliate Leaderboard show?
The campaign picker has an option called ____ that shows combined numbers.
Which of these can you NOT switch the leaderboard to?
Click ____ on the dashboard to download your sales as a spreadsheet file.
Help me apply it
Try This With Your Favorite AI
Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.
🔍 Plan my dashboard check
You are a calm software trainer helping me build a simple routine for reading my affiliate dashboard.
My context:
- My business: [what you sell]
- How many affiliates I expect: [number]
- How often I can log in: [daily, weekly]
Give me:
- A short checklist of what to look at first, in order
- What each core metric tells me in plain words
- A question list to ask when a number looks off
Constraints: Use simple words and keep it under one page.
Finish by asking me: "Which part of the dashboard feels the most confusing to you?"
📝 Explain it to my team
You are a friendly training writer helping me explain Affiliate Manager to a teammate who is new to it.
My context:
- Teammate role: [role]
- What they need to do: [check payouts, watch leads]
- My products: [list]
Give me:
- A five sentence overview of what the tool does
- A glossary of five terms with plain definitions
- A first-day task list of three steps
Constraints: No jargon. Short sentences.
Finish by asking me: "What would your teammate most want to know on day one?"
You now know where everything lives. Next, you will build your first campaign, so keep your dashboard open and ready.
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✓
You did it!
You made it through every question. That's the lesson, locked in.