Analytics

The Analytics dashboard (/app/analytics) is your command center for tracking the effectiveness of your referral campaigns. It provides real-time data on everything from link generation to revenue attribution. For a click-by-click tour of the dashboard, see Accessing Referral Analytics in ReferBro.

Filters

All metrics on the Summary tab are scoped to the selected Campaign and Date Range. You can further narrow the Conversion Funnel by selecting a specific Source (e.g. Widget, Nudge, Checkout Widget). Available date range presets: Today, Yesterday, Last 7 Days, Last 30 Days, and Current Month (default). A custom range is also supported.

Summary Tab

Performance Metrics

Metric	Definition
Referral Codes Generated	Total number of unique referral discount codes created by your customers (referrers) for this campaign within the selected date range.
Valid Orders	Orders placed using a referral discount that have not been cancelled, returned, or flagged as self-referrals. If the campaign has Allow orders without referral code enabled, link-attributed orders (no discount code applied) are also counted here.
Unique Users Reached	Number of unique recipients who were sent a referral message via WhatsApp. Counted by distinct referral codes that triggered a `WHATSAPP_MESSAGE_SENT` event.
People Visited	Number of unique store sessions initiated by clicking a referral link. Counted by distinct referral codes that triggered a `STORE_VISITED_THROUGH_REFERRAL_LINK` event.
People Who Ordered Using Referral Code	Subset of Valid Orders where the customer actually applied the referral discount code at checkout.
People Who Ordered Without Referral Code	Subset of Valid Orders where the customer arrived via a referral link but did not apply a discount code. Only relevant when the campaign’s Allow orders without referral code setting is enabled.
AOV of Referrals	Average Order Value of all Valid Orders. Calculated as `Valid Sales / Valid Order Count`. Compare this to your storewide AOV to gauge whether referred customers spend more.
LTV of Referred Customers	Average Lifetime Value of referred customers (the buyers, not the referrers). Fetched from Shopify’s customer data for all unique discount users in the date range.

Conversion Funnel

The funnel visualises the customer journey from sharing to purchasing. Each stage shows the count and a percentage relative to the first stage.

Stage	Definition
Unique Users Reached	Top of the funnel. Number of unique referral invitations sent (same as the metric card above).
People Visited	Middle of the funnel. Recipients who clicked the referral link and visited the store.
People Bought	Bottom of the funnel. Visitors who completed a purchase.

When a Source filter is active, the funnel re-calculates counts for that specific source only. A disclaimer banner appears if some orders could not be attributed to any source (“orders without source”).

Data Hygiene

Quality metrics and flagged activities that are excluded from the main performance numbers.

Metric	Definition
Self-Referrals	Orders where the referrer and the referee appear to be the same person (detected via email or IP matching). These do not generate rewards.
Cancelled Referrals	Orders that used a referral code but were later cancelled or refunded. Rewards are voided for these orders.

Referral Details Tab

A detailed, paginated log of every referral action. Supports search, sorting, and CSV download.

Columns

Referrer: Name/Email of the person who shared.
Referee: Name/Email of the person who bought (if an order occurred).
Status: Pending, Paid (Reward given), Cancelled, or Self-Referral.
Date: Timestamp of the event.

Filters

Referral Code Usage: Show All Orders, only those With Referral Code, or only those Without Referral Code.
Search: Free-text search across referrer / referee names and emails.

Actions

Mark as Paid: Manually mark a cashback reward as paid for a specific referral. Hidden when Razorpay Payouts is enabled — payout status is shown instead.
Download CSV: Export the current filtered view as a CSV file.

When Razorpay Payouts is enabled (beta — contact arjun@referbro.com to enable), cashback rows show payout state such as awaiting payout, issued, processed (with UTR), skipped, or failed. See Razorpay Payouts Setup.

Getting Started

Core Features

WhatsApp Integration

Automation

Recipes

Affiliates (Beta)

Razorpay Payouts (Beta)

Guides

Filters

Summary Tab

Performance Metrics

Conversion Funnel

Data Hygiene

Referral Details Tab

Columns

Filters

Actions

​Filters

​Summary Tab

​Performance Metrics

​Conversion Funnel

​Data Hygiene

​Referral Details Tab

​Columns

​Filters

​Actions

Filters

Summary Tab

Performance Metrics

Conversion Funnel

Data Hygiene

Referral Details Tab

Columns

Filters

Actions