Your dashboard is the first screen you see when you log into Trackdesk. It gives you a real-time overview of your affiliate program — clicks, conversions, revenue, payouts, recent applications, and more — through a grid of widgets you can arrange to fit how you work. This article walks you through the widgets available on the admin and affiliate-manager dashboard, the controls at the top of the page, and the settings that control which conversions are counted in your dashboard data.

Click Dashboard in the main sidebar of your control panel. The dashboard is the default page after login, so you'll usually land there automatically.

Two filters sit in the sticky header at the top of the page and apply to every widget that shows time-based data:

Changes you make to these filters are remembered for your account, so the next time you open the dashboard the same selection is applied.

You can reorder, resize, and hide widgets to build a layout that matches your daily workflow. The layout is saved per user, so different people in your account can each have their own arrangement.

Show, hide, and lock widgets. Click the Manage widgets button (the grid icon) at the top right of the dashboard. From the panel that opens, you can:

Move and resize widgets. Unless the layout is locked, you can drag a widget by its header to reposition it on the grid and drag the corner handle to resize it. Widgets snap into a 12-column grid that adapts to your screen size.

Undo and confirm changes. A small toolbar appears below the grid when you make layout changes. Use Undo and Redo to step through recent edits, Condense to remove gaps between widgets, and Confirm to lock in the new arrangement.

The dashboard ships with the widgets below. All widgets respect the date range and conversion status filters at the top of the page, unless noted otherwise.

Performance — A wide time-series chart that plots daily clicks, conversions, revenue, payout, and profit for the selected period, with a comparison line to the previous period of the same length. You can configure which metric columns appear on the chart.

Quick Overview — A grid of single-number metric cards covering the headline KPIs of your account, such as clicks, conversions, revenue, payout, and profit. Each card shows the current period together with the change versus the previous period. You can add, remove, and reorder the metrics shown by entering edit mode on the widget, and reset to defaults at any time.

Affiliates — A leaderboard of your affiliates ranked by performance. Use the tabs at the top of the widget to switch the breakdown between Affiliates, Tiers, Manager accounts, and Coupons. Click any row to open the corresponding detail page.

Offers — Your top-performing offers ranked by revenue and payout. The tabs at the top let you switch between Offers, Landing pages, and Smart links. Click an offer name to open its settings.

New Conversions — The most recent conversions recorded in your account, including timestamp, affiliate, conversion type, revenue, and payout. Click the widget header to jump to the full conversion report.

New Affiliates — Affiliate sign-ups grouped into three tabs: Pending, Approved, and Rejected. From the Pending tab you can approve or reject each application directly with the action buttons next to the entry. The badge in the top-right corner shows how many applications are still waiting for your review.

Offer Applications — Affiliate requests to join offers that require approval. The badge shows the pending count, and you can approve or reject each request inline or open it to see the full application details.

Alerts — Your notification inbox, split into Unread and Read tabs. Use Mark all as read on the Unread tab to clear notifications in bulk, and the gear icon to open your notification settings.

Funnel — An interactive funnel builder for analyzing how traffic moves through your conversion types. Each funnel lives in its own tab; you can rename, duplicate, and delete tabs, configure the grouping level (by offer, landing page, conversion type, and so on), and add as many conversion steps as you need. Use the layout controls at the bottom to undo, redo, condense, or confirm your changes. If this widget isn't visible in your account, reach out to support — it is being rolled out gradually.

You can choose which conversion statuses are counted by default on the dashboard and across reports. There are two levels:

To change the account default, navigate to Settings → General → Dashboard and Reports. Turn on Enable default report filtering, then pick the conversion statuses that should be selected by default. The same selection applies to:

Click Save to apply the change. Users will pick up the new default the next time they reload, unless they have a personal override saved.

Affiliates and advertisers each see a tailored version of the dashboard with a different set of widgets. Affiliates, for example, see their billing balance, recent settlements, and pinned offers, while advertisers see their open balance broken down by revenue origin. Those dashboards are documented in their own articles.