Dashboard Overview

Understanding the main dashboard and what each section shows you.

Your dashboard homepage shows a summary of your affiliate activity at a glance.

Summary Cards

At the top of the dashboard you'll see key metrics:

  • Total Leads — All leads you've submitted across all tort types
  • Signed Leads — Leads that have reached the "Signed - Deal" stage
  • This Month — Your lead count for the current month
  • Commissions Earned — Your total earnings from billable leads

Lead Stage Breakdown

A chart showing how your leads are distributed across stages:

  • New — Lead submitted, not yet contacted
  • Contacted — Initial outreach made
  • Qualified — Lead meets criteria for the tort type
  • Unqualified — Lead does not meet criteria
  • Signed - Retainer — Client signed a retainer agreement
  • Signed - Deal — Deal finalized (this is when commissions are earned)
  • Rejected — Lead was rejected

Tort Breakdown

Shows which tort types your leads are submitted under and how they're performing.

Tips

  • Check your dashboard regularly to monitor conversion rates
  • A high "Rejected" rate may indicate a quality issue — review your lead sources
  • Signed - Deal leads trigger commission calculations automatically