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Performance by Referral Type for Partners

Published on: Wed, 15 Nov, 2023 at 7:42 AM | Updated on: Wed, 26 Feb, 2025 at 11:43 PM

The Performance by Referral Type report shows performance data used to tie the referral back to the partner or media source.

Referral type options include cookie, cookie view-through, fingerprint, fingerprint view-through, datapost, IP address, mobile, call, chained action, action inquiry, and promo code.

Manage the report

From the top navigation bar, select Reports → More Reports.
From the Category filter next to the search bar, select Performance.
Select Performance by Referral Type.
- You can also pin the report to the top navigation bar by hovering over the row and selecting Pin.
Below the report title, filter for the data you want to view. Select [Search] when you have your filters in place.
- View the Filter reference table below for more information.
- You can use the icons at the top-right of the page to $[Email] \ [Schedule]$ [Schedule], [Download] in PDF, Excel, or CSV format, or [Export] the report via API.

Access the report data

You can view the report data as a trend graph or table and compare certain metrics.

The trend graph enables you to filter your report according to the core group of metrics that drives the highest value. This view provides the selected metric’s daily trends over a specific date range.

Select the [Drop-down menu] in the upper-right corner, then, choose a specific metric.
Alternate between the line, bar, and treemap views by selecting the view icon.

Below the trend graph is the data table. The data table provides different data points displayed in a column view. This view provides a detailed set of comparable numbers over the selected date range.

Refer to the Report data column reference below for more information on the columns found in the data table.
Add or remove columns from the report table using the [Columns] icon at the top-right of the report.

The comparison graph compares the referral type of selected rows in the data table based on the metric selected in the trend graph. This graph will show a daily trend of the selected referral type over the chosen date range

Select the specific metric from the [Drop-down menu] in the trend graph.
Select the empty checkbox next to the row in the data table for the metrics you want to compare.
- Each selected checkbox will be displayed in a specific color that will reflect in the trend graph.
Select Graph rows to compare the selected rows.
Select Clear compare to clear the trend view.

Filter reference

Filter	Description
Date Range	Filter data by when it was created. You can also compare two periods of time against each other. You can pull a maximum of 366 days of data. However, you can still perform Year-over-Year reporting by selecting compare to {Previous year}. If you want to pull more than 366 days of data, you will need to create multiple reports.
Program	Select the specific program(s) for which you want to see referral type performance data.
Referral Type	Filter performance data by the method used to tie the referral back to the partner or media source.
Currency	Set the currency in which you want to view report data. impact.com will convert the amounts to your selected currency.
Show	Add data from a selection of data points. These data points will get added to the table after you select [Search]. Data points Sale Metrics: This includes your Sale CR (Sale conversion rate—the number of sales divided by the number of clicks), Sale EPA (Earnings per sale action—Sale earnings divided by the number of sale actions), and Sale EPC (Earnings per unique click—Sale earnings divided by the number of unique clicks) metrics. Lead Metrics: This includes your Lead CR (Lead conversion rate—the number of leads divided by the number of clicks), Lead EPA (Earnings per lead action—Earnings associated with lead actions divided by the number of lead actions), and Lead EPC (Earnings per unique click—Earnings associated with lead actions divided by the number of unique clicks). Call Metrics: This includes the Calls (The number of tracked calls), Converted Calls (The number of call actions—pay-per-ring, pay-per-duration, and pay-per-call conversions, excluding reversed actions), and Call Earnings (Earnings associated with converted call actions) metrics. Mobile Install Metrics: This includes the number of mobile install actions and the earnings associated with those actions. Other Mobile Action Metrics: This includes the number of mobile-related (non-install) actions and the earnings associated with those actions. Reversals: This metric shows the number of reversals per program in the chosen period.

Report data column reference

Column	Description
Referral Type	The method used to tie the referral back to the partner or media source.
Actions	The total number of conversions (sales, app installs, etc.) tracked for a particular referral type over the chosen date period. This number excludes any reversed conversions. Select the number of actions to view an action listing for this referral type over the chosen time period.
Sale Amount	This is the total amount of revenue you have generated for your partnered brand from conversions.
Action Earnings	The amount of compensation you receive for driving the traffic from a referral type that resulted in conversions.
Total Earnings	This is the total compensation earned by referral type during the chosen time period. (e.g., action earnings + performance bonus)
EPA	This metric shows you your earnings per action per referral type during the chosen period.
AOV	The average order value associated with a referral type. AOV=Sale Amount divided by Actions.

Manage the report

Access the report data

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