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The Performances section of Shift is the dashboard your Program Manager leadership opens on Monday morning. It surfaces the KPIs that matter for steering the Program: how many Consumers are active, how many Rewards are being generated through ALO, and how many Gifts have been distributed.
Audience: Program Manager leadership, product, and marketing. Permission: access to the Performances section in Shift.

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How the dashboard works

The header carries a single global filter: a calendar picker for the time window. Everything below (totals and drilldowns) recomputes against the selected period. The KPIs are grouped into sections, each one a fixed slice of the Program’s mechanics:
  • Consumers: Activation funnel.
  • ALO Rewards: Rewards generated through the ALO flow.
  • Gifts: Gifts distributed by the Program Manager (when enabled).
  • Affiliation Rewards: Rewards from the Affiliation flow (when enabled).
  • Vouchers: Voucher-based Rewards (when enabled).
Each section has the same two-zone structure: aggregate totals at the top, a Data Drilldown chart below that breaks the totals down month by month. Hover the chart to read the exact value for a given month.
ALO is the canonical Reward path: a Consumer’s bank transaction matches an active Offer and a Cashback is generated automatically. Gifts are a complementary mechanism that lets a Program Manager grant a Reward outside of the transaction-matching flow (welcome bonus, loyalty incentive, one-off campaign).

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Consumer KPIs

The Consumer section tracks the activation funnel: how many Consumers signed up, how many connected a bank account, and how many are actively sharing transactions.
KPIDefinition
Accounts CreatedNumber of Consumer accounts created in Paylead over the selected period. Counts every new subscription to the Program.
Bank Accounts ConnectedNumber of Consumers who connected at least one bank account over the selected period.
Sharing TransactionsNumber of Consumers who shared at least one transaction since they subscribed.
Sharing Transactions Last 30 DaysNumber of Consumers who shared at least one transaction in the last 30 days. The closest thing to a “monthly active” metric for the Program.
The Data Drilldown chart below shows each KPI’s evolution month by month over the selected period.
The gap between Accounts Created and Sharing Transactions is the conversion funnel of your Program. If the gap widens, investigate the bank-connection step in your app, as that is where most drop-off happens.

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ALO Rewards KPIs

The ALO Rewards section is the headline view: how much Cashback the Program generated through Account-Linked Offers.
KPIDefinition
Total RewardsNumber of Rewards generated over the selected period.
ActivatedNumber of unique Consumers who earned at least one Reward over the selected period.
Total Amount of RewardsSum of all Cashback amounts generated over the selected period.
Participation RateAverage number of Rewards per active Consumer.
Sales GeneratedTotal transaction value matched by the Program (the sales the Program drove for merchants).
Average EarningsAverage Cashback amount per rewarded Consumer.
Total FeesTotal commission due to the Program Manager over the selected period.
Average BasketAverage amount of a rewarded transaction.
KPIs marked “based on the transaction execution date” count transactions eligible for a Reward but whose status has not yet been validated. Expect figures to firm up as the Reward status transitions from Pending Validation to Validated. For locked totals, restrict the Rewards report to Status = Validated or Paid.
The Data Drilldown chart breaks each KPI down month by month for the selected period.

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Gifts KPIs

The Gifts section reports on every Gift the Program Manager has issued to Consumers. A Gift is an amount of money provisioned on the Paylead system that the Program Manager credits directly to the Consumer’s pool, for example a welcome bonus or a loyalty top-up.
KPIDefinition
ActivatedNumber of unique Consumers who received a Gift over the selected period.
Total GiftsNumber of Gifts issued over the selected period.
Total Amount of GiftsSum of all Gift amounts issued over the selected period.
The Data Drilldown chart shows the evolution of each KPI month by month.

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Gift lifecycle

A Gift moves through the same status lifecycle as a Cashback:
StatusMeaning
Pending ValidationThe Gift is being validated. Can still be cancelled by administrators.
CancelledThe Gift was cancelled while in Pending Validation.
ValidatedThe Gift is ready to be sent.
Paid InThe Gift amount is available on the provisioned account.
PoolThe Gift sits in the Consumer’s wallet, awaiting transfer.
Paid OutThe Gift has been transferred to the Consumer’s bank account.
To issue Gifts in bulk, navigate to the Gifts section in Shift and upload a CSV with one line per Consumer in the format CONSUMER_ID;AMOUNT;REWARD_NAME (semicolon-separated). See the Gifts management page for the full workflow.

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Affiliation Rewards and Vouchers

The Affiliation Rewards and Vouchers sections only appear when the corresponding flow is enabled on your Program. They follow the same two-zone structure (totals + drilldown) and surface the equivalent KPIs (number of Rewards / vouchers, total amount, unique Consumers activated). For per-Reward detail across any flow, use the Rewards report or the Vouchers report.

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What’s next

Rewards report

Export the underlying Reward data for accounting and BI.

Vouchers report

Export voucher-based Rewards.

Browse Consumers

Drill into a single Consumer when a KPI looks off.