Understanding your program performance

  • Updated

Track and analyze your SheerID program performance using reports and built-in dashboards. SheerID reporting helps you measure program health, understand customer engagement, and export data to combine with your internal analytics tools.

Core dashboards

Monitor daily activity and high-level program health using standard reporting dashboards. Every SheerID account includes these dashboards by default on day one. All core dashboards feature filter options, downloadable reports, and visual charts.

If you'd like to remove a default reporting dashboard from your account, you must contact Product Support for assistance.
  • Program Performance: Aggregates data across your SheerID implementation and provides visual charts of key metrics. This is the default landing page when you access Reporting in MySheerID
  • Program Pulse Report: Offers at-a-glance data on daily verification volume and eligibility rates
  • Traffic and Sessions Insights: Tracks traffic on your SheerID-hosted program to help you measure marketing campaign performance
  • Segment Drill Down: Delivers community-level metrics, including eligibility rates, instant verification rates, sub-affiliation breakdowns, and location details
  • Offer Protections: Categorizes rejected verifications and shows how your program prevents offer abuse. Reach out to your CSM or Product Support for documentation
  • Bundle Tracking: Shows the number of verifications used across your target audience
  • Benchmark Comparison Dashboard: Compares your account performance against anonymized data from a sample of SheerID clients

Advanced insights

SheerID offers additional dashboards for specific business needs. The SheerID Product Support team can enable any of these dashboards on your account upon request.

  • Notifier Dashboard: Displays notification metrics, including success rates, failures, notification types (email or HTTP), hourly trends, and organization data
  • In Person Events Dashboard: Tracks the performance of your in-person events and rule configurations. Your account must have the In Person Events feature enabled to view this dashboard. Contact your CSM or Product Support for documentation about this feature
  • Regional Dashboard: Displays verification activity by country and region
  • Campaign Dashboard: Shows performance metrics for specific promotional campaigns
  • ROI Impact Dashboard: Displays total program revenue, offer abuse prevented, and average order value (AOV) when you enable conversion tracking*
  • Program Anomaly Dashboard: Identifies unusual spikes or drops in verification volume compared to historical data
  • InStore Dashboard: Displays store- and regional-level verification data, including associate overrides
Dashboards exclude test mode verifications, but downloadable CSV reports include them. To review test verifications and troubleshoot program behavior, use the Customer Search tool in MySheerID.

Conversion tracking

Conversion tracking helps you measure the business impact of your program. When enabled, you can track total revenue, average order value (AOV), and prevented offer abuse in the ROI Impact Dashboard.

*To use conversion tracking, your technical team must configure your website to send purchase completion events back to SheerID. Learn more about setup steps in the Developer Center.

Downloadable reports

Download CSV files containing complete verification data sets. These reports allow you to analyze detailed verification activity or import data into your customer relationship management (CRM) platform. Learn more about downloading reports in our user guide.

Reporting endpoints

If you have technical resources, you can automatically pull data using REST API reporting endpoints. This is the best method to stream verified data directly into your marketing platforms, CRM, or customer data platform (CDP). Learn how to generate reports via API in the Developer Center.

Metadata tracking

Pass custom data alongside verifications to better understand where your traffic originates and how different channels perform.

  • UTM parameter tracking: Pass standard UTM parameters (such as source, medium, and campaign) from your website into SheerID to track marketing attribution
  • Tracking custom metadata: Collect custom attributes alongside verification, such as internal customer IDs, store numbers, or promo codes

Your development team configure metadata tracking during program setup. Learn more about metadata configuration using the articles above and resources in our Developer Center.

Need help with reporting?

If you have questions about available reporting, need help interpreting your data, or want to remove or enable a reporting dashboard, reach out to the SheerID Product Support team.

Was this article helpful?

/