Account Dashboard

Account dashboards include into two key graphs: Engagement & Activity and Outcomes. These metrics include data from all programs that you may be running with Extole, including those beyond just a referral program.

The first visualization you'll see on your Account Level Dashboard is a graph of Activities over time and is an indication of brand engagement from all your programs. Activities are broken down into two filters:

Advocations: Count of shares in your programs. This can also include things like hints dropped, ratings, and reviews.

Shares: Count of explicit shares using an Extole share channel. For email share channels, each "to" counts as a share. Copying your share link to your clipboard is also counted as a share.

Outcomes now track purchases, account openings, quote submissions, application submissions, account fundings, policy purchases, or subscription purchases and are dependent on your programs' intended goals.

For most retail brands, your program will look at friend sign ups and conversions driven from the program.

Signups: Count of referred friend emails captured through Extole or sign ups on your site's registration step (will depend on the configuration of your program).

Conversions: Count of referred friend purchases attributed to any programs run with Extole, including high and low quality conversions.

For outcomes, there are two quality filters you can toggle between:

For more details regarding your Program and Campaign Level dashboards visit our article on The Sections and Metrics of your Program & Campaign Dashboards article.