Dashboard
What the Recomly dashboard shows, how each metric is calculated, and what to watch for.
The Dashboard at /app gives you a live snapshot of your referral program's health. All four stat cards are computed at page load from your live data — there is no caching or daily rollup.
Stat cards
| Card | What it shows |
|---|---|
| Active Campaigns | Campaigns currently in active status, with a secondary line showing how many total campaigns (active + paused) exist |
| Enrolled Advocates | Total advocates enrolled across all your campaigns |
| Total Referrals | Total referrals ever submitted across all campaigns, with a secondary line showing how many are still pending |
| Conversion Rate | converted ÷ total referrals, displayed as a rounded whole percent (e.g. 67%) |
All four cards display — while the data is loading and remain visible even if the fetch fails — the page does not block or error out.
Pending rewards alert
If any advocate in your org has an outstanding credit balance (a reward you owe them), an amber alert banner appears at the top of the page:
N advocates have outstanding reward balances.
This is the most actionable signal on the dashboard. Recomly tracks how much each advocate is owed but does not process payouts — the actual transfer (cash, gift card, discount code, etc.) happens outside Recomly. Use this alert as a prompt to follow up.
Once you pay an advocate and manually adjust their credit balance to zero via the credit adjustment tool on their advocate page, they will drop out of this count.
How conversion rate is calculated
Conversion rate is calculated as:
converted ÷ total referralsThe dashboard displays this as a rounded whole percent (e.g. 67%). The underlying conversionRate field in the API response is a decimal fraction between 0 and 1 (e.g. 0.667) — multiply by 100 and round to get the displayed value.
"Converted" means referrals you have explicitly marked as converted. All other referrals count as pending regardless of whether their campaign has since been paused or passed its expiry date — expiry only prevents new submissions, it does not change the status of referrals that were already submitted.
The "pending" secondary label on the Total Referrals card is total − converted. This is a useful indicator of open leads, though it may include referrals from paused or expired campaigns that are unlikely to convert.
Empty state
If you have not created any campaigns yet, the stat cards show zeros and a "No campaigns yet" prompt appears with a link to create your first campaign.
Who can see the dashboard
All authenticated org members — both admin and user roles — can view the
dashboard and all four stat cards. No special permissions are required.