Partner Insights
The Insights page shows who is engaging with your referral links and quotes — as it happens. Where the Dashboard summarizes your earnings and managed customers, Insights is about the top of the funnel: the clicks, quote opens, and signups that feed it.
Open it from Channel Partner → Insights in the portal sidebar.
What you see
Section titled “What you see”Headline stats (last 7 days)
Section titled “Headline stats (last 7 days)”A row of summary cards, all filtered to exclude bot traffic:
- Referral clicks (7d) — clicks on your referral link, with the percentage change against the prior 7 days.
- Quote views (7d) — prospects opening quotes attributed to you.
- Signups — total attributed customers, with this week’s new signups called out.
- Click streak — consecutive days with at least one referral click, alongside your best-ever streak.
Live activity
Section titled “Live activity”A feed of recent engagement — referral clicks, quote opens, quote PDF downloads, and quote signatures — newest first, refreshing on a short interval so it feels live. Each entry shows the approximate location, network, and device. Automated/bot traffic is hidden by default; use the Bots toggle to include it.
Conversion funnel
Section titled “Conversion funnel”The click → signup → activated → paying progression, with the click-to-signup and signup-to-paying conversion rates.
Where your audience is
Section titled “Where your audience is”Your top cities and countries by engagement. Location is shown at city level only.
Milestones
Section titled “Milestones”Progress markers for your referral growth: first referral click, first signup, first paying customer, and reaching 10 paying customers. The final milestone tracks paying customers, so it only completes once ten attributed customers are actually paying.
Related guides
Section titled “Related guides”- Partner Dashboard — earnings and managed customers
- Managing Customers — your attributed customer list
- Invitations — tracked one-to-one outreach