Why Tracking Matters
Understand What Works
Make data-driven decisions by tracking which channels drive conversions, which messages resonate, best times to share, and most effective content types.
Optimize Your Efforts:
- • Double down on successful strategies
- • Abandon underperforming approaches
- • Refine messaging based on results
- • Improve conversion rates over time
Maximize Earnings
Track progress toward tier goals, calculate ROI on your time investment, and understand where to focus energy for best returns.
Track Toward Tiers
See progress and plan pushes to reach milestones
Calculate ROI
Time invested vs. credits earned
Stay Motivated
Get real-time feedback with instant gratification from conversions, visual progress indicators, milestone celebrations, and tangible results from your efforts.
Goal Setting Benefits:
- • Set monthly conversion targets
- • Track progress toward goals
- • Adjust strategies as needed
- • Build sustainable referral practice
Notification System
CEO.ai keeps you informed with instant notifications for every important referral event, so you never miss a conversion or sign-up.
Real-Time Conversion Alerts
Sign-Up Notifications
When someone creates an account using your code:
New Referral Sign-Up!
Someone just signed up using your code: REF-YOURCODE
Time: Feb 14, 2026 at 2:34 PM
Notification Includes:
- ✅ Timestamp of sign-up
- ✅ Which referral code was used
- ✅ Confirmation of tracked referral
Paid Conversion Notifications
MOST IMPORTANT - You Earn Credits!
When a referral makes their first purchase:
Referral Converted to Paid Customer!
Your referral just made their first purchase!
Code used: REF-YOURCODE
Credits earned: 1,000 credits
Total referral earnings: 14,000 credits
✅ These credits can be withdrawn as cash
Progress to Tier 3: 8/25 conversions
Why This Is Critical:
- 💰 You earn cashable credits at this moment
- 💰 Confirms real income generated
- 💰 Shows tier progression
- 💰 Validates your referral efforts
Notification Delivery Methods
In-Platform
Badge on notifications icon, visible when logged into CEO.ai
Sent to your registered email, real-time or digest options
Push Notifications
Browser or mobile app alerts, instant even when not logged in
Notification Settings
Customize your alert preferences to match your workflow:
Frequency Options:
Instant
As events happen (recommended for conversions)
Daily Digest
Summary once per day
Weekly Summary
Overview once per week
Off
Disable certain notification types
Recommended Settings for Active Referrers:
- • Conversions: Instant (all channels)
- • Sign-ups: Daily digest (email)
- • Milestones: Instant (in-platform + email)
Referral Tracking Dashboard
Accessing the Dashboard
Two easy ways to reach your tracking dashboard:
From Dashboard
- Log into CEO.ai
- Navigate to main Dashboard
- Click Referral Tracking card/tab
Direct Access
Go directly to:
app.ceo.ai/referraltracking
💡 Bookmark for quick access
Key Metrics Display
Your dashboard provides an at-a-glance summary of your referral performance:
47
Total Sign-Ups
This month: 12
Tracks top-of-funnel success and initial interest
18
Total Conversions
This month: 5
Conversion rate: 38.3%
23,500
Total Credits Earned
Cashable: 18,000 credits ($180)
Used in platform: 5,500 credits
Available to withdraw: $180
Champion
Tier 3
• 2x credit multiplier
• Referee bonus: 100 credits
Progress to Elite (Tier 4):
18/50 conversions (36%)
Your Referral Codes
The dashboard displays all your active referral codes with detailed performance metrics:
REF-JOHN-SOCIAL
app.ceo.ai/register?ref=REF-JOHN-SOCIAL
Clicks
342
Sign-ups
28 (8.2%)
Paid Conversions
11 (39.3%)
Earnings
11,000 credits
Creating Multiple Codes
Use multiple codes to track different channels and campaigns:
REF-YOURNAME-TWITTER- Twitter campaignsREF-YOURNAME-YOUTUBE- YouTube video descriptionsREF-YOURNAME-BLOG- Blog post linksREF-YOURNAME-EMAIL- Email newsletterREF-YOURNAME-PODCAST- Podcast mentions
Pro Tip: Multiple codes help you identify which campaigns work best, test different messaging, and segment your audiences effectively.
Detailed Analytics
Conversion Funnel
Track the complete journey from click to paid customer:
500
Clicks
15% conversion
75
Sign-Ups
40% conversion
30
Paid Customers
30,000
Credits Earned
💰 Your earnings from this funnel
Channel Performance Comparison
Compare the effectiveness of different referral sources:
Twitter (REF-X-TWITTER)
Sign-ups: 45
Conversions: 12
Earnings: 12,000
YouTube (REF-X-YOUTUBE)
⭐ BestSign-ups: 32
Conversions: 18
Earnings: 18,000
Blog (REF-X-BLOG)
Sign-ups: 18
Conversions: 8
Earnings: 8,000
Strategic Insights:
- ✅ YouTube has highest quality referrals (56% convert) → Focus more effort here
- ✅ Twitter drives volume but lower quality → Good for awareness
- ✅ Blog performs well (44%) → Create more blog content
Using Analytics to Optimize
1. Identify Top Performers
Find your winning strategies by checking conversion rates by code, focusing efforts on high-converters, and replicating successful approaches.
Example Insight: "YouTube code has 56% conversion rate vs. Twitter's 27%. Create more YouTube content and repurpose Twitter effort."
2. Spot Opportunities
Find areas for improvement by analyzing where people drop off in your funnel:
- ⚠️ High clicks, low sign-ups: Improve value proposition on landing page
- ⚠️ High sign-ups, low conversions: Improve onboarding experience or add follow-up
3. Test and Iterate
Run data-driven experiments with A/B testing:
Code A
"Build apps 10x faster with AI"
Code B
"AI agents that code for you"
Track performance of each, use winner, iterate on loser.
4. Time Your Efforts
Optimize timing by checking time-based analytics, posting during peak conversion times, and scheduling content strategically.
Example Insight: "Most conversions happen 3-5 days after sign-up. Create day-3 follow-up content to push conversions."
5. Set and Track Goals
Use your dashboard for goal management:
Monthly Goal Example:
- • Target: 15 conversions this month
- • Current: 8 conversions (12 days in)
- • Pace: On track (need 7 more in 18 days)
- • Action: Continue current strategy ✓
Dashboard Best Practices
Check Regularly
Daily Check
5 minutes
- • Any new conversions?
- • Recent sign-ups?
- • Quick celebration
Weekly Review
20 minutes
- • Conversion rates by channel
- • Top-performing content
- • Progress toward goals
- • Next week's focus
Monthly Analysis
1 hour
- • Full performance audit
- • ROI calculation
- • Strategy refinement
- • Content planning
Additional Best Practices
- Set Up Custom Views: Pin most important metrics, create custom date ranges, filter by specific codes
- Integrate with Other Tools: Combine with Google Analytics, social media analytics, and email marketing metrics for complete picture
Troubleshooting
Dashboard Not Loading
- • Check internet connection
- • Refresh page (Ctrl+R or Cmd+R)
- • Clear browser cache
- • Try incognito/private mode
- • Try different browser
- • Contact support if persistent
Missing Conversions
- • Check notification settings (may be disabled)
- • Verify referral used your code
- • Check if conversion is pending (processing time)
- • Ensure referral met conversion criteria (actual purchase)
- • Contact support with details
Discrepancies in Numbers
- • Different time zones can affect "today" calculations
- • Dashboard may cache data (try refreshing)
- • Check if filters are applied
- • Compare to notification history
- • Report significant discrepancies to support
Can't Find Specific Referral
- • Use activity feed and scroll back
- • Check specific code's detail view
- • Filter by date range
- • Use search function (if available)
- • Check email notifications for details
Frequently Asked Questions
How often does the dashboard update?
Typically daily with global leaderboard updating weekly. Some metrics may update instantly.
Can I export my referral data?
Not currently - please request this feature if it's important.
How do I know if I'm on track for next tier?
Your dashboard shows tier progress with a clear visualization of conversions needed, progress percentage, and estimated timeline based on your current pace.
Data Is Your Advantage
Your referral tracking dashboard isn't just numbers—it's intelligence that shows you exactly what works, what doesn't, and where to focus your efforts.
The most successful referrers aren't just sharing more—they're sharing smarter, guided by the insights in their tracking dashboard.
Open Your Dashboard Now