Summary
The Refer a Friend (RAF) Report Dashboard offers real-time analytics that summarize the performance and effectiveness of your referral program. It helps evaluate customer referral behavior, tracks conversions, and measures program-driven revenue. The dashboard includes insights into referral shares, link clicks, coupon usage, rewards activity, and overall order volume enabling you to analyze and improve referral engagement strategies.
Capabilities
With the RAF Report Dashboard, you can:
- Monitor real-time activity of your referral program.
- View metrics such as:
- Total revenue generated
- Number of logins
- Rewards claimed and used
- Orders placed
- Social shares and link clicks
- Analyze detailed insights for:
- Referred Customers (those who joined via a referral)
- Direct Customers (those who referred others)
- Apply filters by date and incentive type.
- Export reports in Excel, CSV, or PDF formats.
Navigation for RAF Report Dashboard
- Log in to the Social Annex Admin Portal: https://admin.socialannex.com
- Navigate to Reports > Refer a Friend
- Click on the Dashboard tab in the left-hand navigation panel
Dashboard Features
1. Navigation & Insights Tab
Upon accessing the Dashboard, the first tab visible is Insights. This tab contains high-level visualizations that include:
- Share by Social Network: Number of times referral links were shared via platforms like Facebook, Twitter/X, and Email.
- Clicks on Share: Number of clicks on referral links across all platforms.
- Conversion Funnel: Tracks user journey stages—Shares → Clicks → Claimed Codes → Purchases.
2. Filter: Select a custom date range and incentive type to refine data.
3. Export: Export reports in multiple formats, including:
- Excel
- CSV
Excel exports require you to specify a date range and enter an email address to receive the file.
Configuration Fields and Description:
| Field | Description |
|---|---|
| Overall ROI & Insights: This section shows the overall activity metrics of your Refer a Friend program. | |
| Total RAF Members | Total number of users who logged into the referral platform. |
| Total Orders | Total number of orders placed by all participants. |
| Total Rewards Claimed | Number of rewards that were claimed by participants. |
| Total Rewards Used | Number of rewards that were actually redeemed. |
| Total Shares by Direct Customer | Total number of referral shares initiated by customers. |
| Overall Total Revenue | Total revenue generated through referral-driven transactions in the Annex Cloud system. |
| Referral Customers ROI & Insights: This section shows the activity metrics of the referred customers in your Refer a Friend program. | |
| Referral Customer Logins | Number of logins made by customers who joined via referral. |
| Referral Customer Orders | Total number of orders placed by referred customers. |
| Referral Customer Coupon Codes Claimed | Total number of coupon codes claimed by referred customers. |
| Referral Customer Coupon Codes Used | Number of those coupon codes that were redeemed. |
| Referral Customer Conversion | Percentage of referred users who completed a purchase after claiming a coupon. |
| Referral Customers Total Revenue | Revenue generated from referred customers who clicked a share link from Annex Cloud’s referral system. |
| Direct Customers ROI & Insights: This section shows the activity metrics of the referrer or direct customers in your Refer a Friend program. | |
| Direct Customer Logins | Number of logins by customers who initiated referrals (not referred themselves). |
| Direct Customer Orders | Number of orders placed by direct customers. |
Direct Customer Rewards Claimed |
Total number of rewards claimed by direct customers. |
Direct Customer Rewards Used |
Number of rewards used by these customers. |
| Direct Customer Conversion | Percentage of direct customers who placed an order after logging in. |
| Direct Customer Total Revenue | Revenue generated by customers who enrolled directly (without being referred). |