Configure and Preview Your Partner Portal Dashboards

Build widget-based dashboards that partners see on login, assign them to program tiers, and preview them as a specific partner to verify the experience.

The partner dashboard is the first screen your partners see when they log into the portal. It is composed of widgets — small panels that surface key information like recent leads, registered deals, referral links, reward summaries, and more. Because different partner types have different needs, Kiflo lets you create multiple dashboards and assign each one to the right program tier.

Navigate to Partner Dashboards

Before editing or creating dashboards, open the Partner Dashboards page:

• Click Manage from the main menu
• Select Partner Dashboards

Edit the Default Dashboard

1. Open the Default Dashboard

   On the Partner Dashboards page, locate the dashboard tagged default. Every partner portal has one default dashboard — it is shown to any partner whose program tier does not have a custom dashboard assigned. Click the default dashboard to open it.

2. Remove Widgets You Don't Need

   Hover your cursor over any widget you want to remove. A remove option appears on the widget. Click it to remove the widget from the dashboard layout.

3. Add New Widgets

   Click Add widget to open the widget library. Browse the available widgets and click Add to dashboard on any widget you want to include. The widget is added to the bottom of the dashboard.

   For referral partners, consider adding a Latest submitted leads widget. For resellers, a Latest registered deals widget is more relevant. For affiliate partners, the Referral links widget is essential.

4. Rearrange Widgets

   Drag and drop widgets to reorder them in the layout. Arrange the most important information at the top so partners see it immediately on login.

5. Save the Dashboard

   Once you are satisfied with the layout, click Save to apply your changes.

Create a New Dashboard

1. Click New Dashboard

   On the Partner Dashboards page, click New dashboard.

2. Name Your Dashboard

   Enter a clear name for the dashboard — for example, “Reseller Dashboard” or “Affiliate Dashboard”. Click Add.

3. Customize the Layout

   Add, remove, and rearrange widgets the same way you would for the default dashboard. Tailor the widget selection to the partner type that will see this dashboard.

4. Save the Dashboard

   Click Save when the layout is ready.

5. Associate with Program Tiers

   To show this dashboard to partners in a specific program tier rather than the default:

   • Click Associations in the left panel of the dashboard editor
   • Select the partner program tiers that should see this dashboard
   • Click Save

   If no custom dashboard is associated with a partner’s program tier, Kiflo automatically falls back to the default dashboard. You only need to create custom dashboards for program tiers that need a different experience.

Preview the Dashboard as a Partner

After making changes, verify what a specific partner will actually see:

1. Click Preview Data As

   On the dashboard editor page, click the Preview data as button.

2. Select a Partner

   Search for and select the partner you want to preview data for. The dashboard refreshes to show exactly what that partner sees — including their own real data — so you can confirm the layout and widget content look correct.

Use the preview feature after every dashboard update, especially when you have assigned the same dashboard to multiple program tiers. Previewing as a partner from each tier helps you catch any issues before they affect partners directly.