Affiliate Report

1. What is the Affiliate KPI?

The Affiliate KPI is a summary report that compiles and tracks the number of customers (leads) referred by existing customers and employees over a specified period.

For businesses operating with multi-level sales models, collaborators, partners, agencies, or clients referring new customers, the Affiliate feature enables businesses to accurately track who referred whom.

Based on this data, businesses can review monthly/quarterly/yearly referral numbers and values, identify top referrers, and implement appropriate reward or appreciation programs.

This is also an effective marketing strategy. Leads from affiliate sources tend to have a higher conversion rate due to the credibility and trust between the referrer and the referred party.2. Affiliate KPI Permissions To view Affiliate KPI reports on the system, you must be granted access to Reports → Affiliate Statistics.

2. Affiliate KPI Permissions

To view Affiliate KPI reports on the system, you must be granted access to Reports → Affiliate Statistics.

Access: View statistics for leads under your responsibility.

View All: View statistics across the entire system.

Managers: By default, managers can view referral statistics of their subordinates.

3. Affiliate Report Overview

Filter Conditions: Filter by customer group, specific customer, or responsible employee.

Time Filter: Filter by this month, this quarter, this year, or a custom time range.

3.1. Number of Referred Customers

Example:

If in June there are 17 total customers, and in July the total increases to 20, then 3 new customers were referred.

3.2. Total Referred Customers and Customers Who Made Purchases

This section shows how many customers were referred compared to the total number of newly created customers that month.

Example:

Referred Customers: 11/139 → 11 out of 139 new customers were referred.

Customers Who Made Purchases: 8/11 → 8 out of those 11 referred customers made purchases.

Total Purchase Value: 103,742,000 VND from those 8 customers.

3.3. Report on Customers Referring Other Customers

This table displays all customers who referred others, including how many they referred, how many of those made purchases, and the total revenue generated.

Level 1 Referrals: Total customers directly referred by the original customer.

Level 2 Referrals: Customers referred by Level 1 customers.

Level 1 + 2: Total of Level 1 and Level 2 referrals.

All Levels: Total customers referred across all levels (1, 2, 3, 4, etc.).

Number of Referring Customers: How many customers were referred.

Total Purchases: Number of purchases made by those referred.

Revenue: Total value of purchases made by the referred customers.

3.4. Report on Employees Referring Customers

This table tracks the number of customers referred by company employees, categorized by department, including whether those referrals led to actual sales.

Level 1 Referrals: Customers directly referred by the employee.

Level 2 Referrals: Customers referred by the Level 1 referred customers.

Level 1 + 2: Combined total of Level 1 and 2 referrals.

All Levels: Total referred customers across all levels.

Number of Referring Customers: Number of customers referred by the employee.

Total Purchases: Number of purchases made by referred customers.

Revenue: Total value of purchases from referred customers.