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, rounded to the nearest whole percent |
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 referrals"Converted" means referrals you have explicitly marked as converted. Referrals with expired status are counted in the total but not in the converted numerator — they do not inflate the rate. A referral expires when a campaign's expiry date passes with the referral still pending.
The "pending" secondary label on the Total Referrals card is total − converted. This means it technically includes any expired referrals alongside genuinely open ones. For most organizations expired referrals are rare; the number is a useful indicator of open leads rather than a precise tally.
Empty state
If the campaigns feature is enabled on your plan but you have not created any campaigns yet, the stat cards show zeros and an "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.
Availability without the campaigns feature
The dashboard endpoint is available on all plan tiers. If the campaigns feature is not enabled on your plan, all referral and advocate counts will be zero. The dashboard will still load and show your campaign count (also zero) without errors.