EF Helpdesk

Learn how to customize your Everflow dashboard with performance cards, real-time metrics, and layout options to create your perfect command center for tracking marketing success.

Overview

Your Everflow

Dashboard is like a personal workspace that shows your key business metrics at a glance. It refreshes automatically every 30 seconds to keep your data current and appears right after you log in.

You can reach it two ways:

Click Dashboard in the main menu

Pin it to your sidebar for quick access

The best part? You can set it up exactly how you want without affecting your team's views.

Customizing Your Dashboard

Quick Setup

Click

Customize Cards (top-right corner) to start customizing

Add / remove your cards:

Metrics

Performance

Offer details

Advertisers

Partner details

Marketplace Connections

Drag cards where you want them

Resize to fit your screen

Quick Reminder

Your dashboard settings are just for you - other team members keep their own views.

Smart Layout Tips

Adjust size to keep important cards visible without scrolling
Group related information together
Keep up with pending requests to stay up to date

Overview Cards Features

‍Performance Graphs

Compare Today vs. Yesterday stats
Choose between Clicks, Profit, or Revenue metrics
View 15-minute interval data on hover
Use dropdown menus to select specific Offers, Partners, or Advertisers

Quick Actions

Create new items via + Add buttons

Access detailed views by clicking item names

Use vertical dots menu

for additional options

Customize visible columns

Pending Requests Banner

‍Monitor and act on:

Pending Conversions
Partner applications
Offer requests
Click any item to navigate directly to approval screens

Customization Examples

For Affiliate Managers

Recommended layout:
[Pending Requests Banner] (You can toggle it off)
[Revenue] [Payout] [Conversions]
[Partners Overview] [Active Offers]
[Performance Card] [Click Data]
[Marketplace Connections] - if you are a part of the Everflow Marketplace

Key metrics to display:

Conversion rates

Partner performance

Revenue tracking

Click statistics

Payout monitoring

For example: If you are a Brand, you will not likely need stats on the Advertiser, since you are the Advertiser. That’s why having a highly customizable dashboard is important.

Customization Example for Finance Teams

Recommended Metrics to Display (in order of importance):

Core Financial Metrics:

Revenue

Profit

Margin

Payout

Gross Sales

Supporting Metrics (for financial analysis):

EPC (Earnings Per Click)

RPM (Revenue Per Mille)

RPC (Revenue Per Click)

Approved Conversions

Total Conversions

Metrics to Hide/Deprioritize:

Invalid clicks

Duplicate Clicks

Impressions

CTR

CVR

Basic click tracking data

Recommended Dashboard Layout:
[Revenue Card - Expanded]
[Profit & Margin Cards]
[Payout Tracking Card]
[Gross Sales Overview]
[EPC/RPM Analysis Cards]
[Conversion Value Card]

The finance team should also consider:

Setting up custom date range comparisons for fiscal periods

Creating saved views for monthly/quarterly reporting

Adding revenue forecasting based on current trends

Setting up automated alerts for significant margin changes

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