Affiliate platforms: questions to ask before you migrate (SaaS)
A practical checklist for migrating affiliate platforms in SaaS: what to export, how to compare ledgers, how to handle refunds and clawbacks, and the safest cutover plan.
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Affiliate dashboard: what affiliates actually need to see
A simple dashboard spec that reduces support and payout disputes
A good affiliate dashboard does not impress anyone. It prevents confusion. Affiliates want clarity on what was tracked, what is pending, what is approved, and what will be paid. This post gives you a simple dashboard spec.
Table of contents
The five questions your dashboard must answer
- Did I send traffic (clicks)?
- Did it convert (conversions)?
- How much did I earn (commission)?
- Is it pending, approved, or canceled (status)?
- When will I be paid (schedule and threshold)?
Recommended default layout
- Top summary: clicks, conversions, approved amount, next payout date
- Earnings table with statuses (pending, approved, paid)
- Rules panel: attribution window, refund rule, payout schedule
Common mistakes
- Showing totals without statuses. Fix: split pending vs approved vs paid.
- No explanation of clawbacks. Fix: show adjustments as line items.
- Hiding rules. Fix: show the policy in the dashboard.
FAQ
Do affiliates need per customer detail?
Usually no. They need clarity. Give line item detail only if disputes are frequent.
Related pages
- Stripe affiliate tracking
- Affiliate dashboard: explain attribution
- Affiliate portal FAQ (reduces support)
- Affiliate payout rules template
- Affiliate clawback policy template
- Affiliate payout schedule generator
Final takeaway and next step
Next step today: write your rules in one page, then test with a small pilot before you scale.
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