> ## Documentation Index
> Fetch the complete documentation index at: https://docs.paylead.fr/llms.txt
> Use this file to discover all available pages before exploring further.
# Performance dashboard
> The executive KPI view of Shift. Track Consumer activation, ALO Reward generation, and Gift distribution across any time window.
**Work in progress, under review.** This page is not validated yet and may contain inaccuracies. Track and record its status in the [documentation review tracker](https://www.notion.so/22a535a8f8794ec8aa19f56cbb5f749a). This banner is removed once the page is validated.
The **Performances** section of [Shift](/glossary#shift) is the dashboard your [Program Manager](/glossary#program-manager) leadership opens on Monday morning. It surfaces the KPIs that matter for steering the [Program](/glossary#program): how many [Consumers](/glossary#consumer) are active, how many [Rewards](/glossary#reward) are being generated through [ALO](/glossary#alo-account-linked-offer), and how many [Gifts](/glossary#gift) have been distributed.
**Audience:** Program Manager leadership, product, and marketing. **Permission:** access to the Performances section in Shift.
## 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](/glossary#alo-account-linked-offer) flow.
* **Gifts**: [Gifts](/glossary#gift) distributed by the Program Manager (when enabled).
* **Affiliation Rewards**: Rewards from the [Affiliation](/glossary#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](/glossary#alo-account-linked-offer) is the canonical Reward path: a Consumer's bank transaction matches an active [Offer](/glossary#offer) and a [Cashback](/glossary#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).
***
## 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.
| KPI | Definition |
| ------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------- |
| **Accounts Created** | Number of Consumer accounts created in Paylead over the selected period. Counts every new subscription to the Program. |
| **Bank Accounts Connected** | Number of Consumers who connected at least one bank account over the selected period. |
| **Sharing Transactions** | Number of Consumers who shared at least one transaction since they subscribed. |
| **Sharing Transactions Last 30 Days** | Number 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.
***
## ALO Rewards KPIs
The **ALO Rewards** section is the headline view: how much Cashback the Program generated through Account-Linked Offers.
| KPI | Definition |
| --------------------------- | ------------------------------------------------------------------------------------------- |
| **Total Rewards** | Number of Rewards generated over the selected period. |
| **Activated** | Number of unique Consumers who earned at least one Reward over the selected period. |
| **Total Amount of Rewards** | Sum of all Cashback amounts generated over the selected period. |
| **Participation Rate** | Average number of Rewards per active Consumer. |
| **Sales Generated** | Total transaction value matched by the Program (the sales the Program drove for merchants). |
| **Average Earnings** | Average Cashback amount per rewarded Consumer. |
| **Total Fees** | Total commission due to the Program Manager over the selected period. |
| **Average Basket** | Average 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](/program/shift/rewards-report) to `Status = Validated` or `Paid`.
The **Data Drilldown** chart breaks each KPI down month by month for the selected period.
***
## Gifts KPIs
The **Gifts** section reports on every [Gift](/glossary#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.
| KPI | Definition |
| ------------------------- | ------------------------------------------------------------------------ |
| **Activated** | Number of unique Consumers who received a Gift over the selected period. |
| **Total Gifts** | Number of Gifts issued over the selected period. |
| **Total Amount of Gifts** | Sum of all Gift amounts issued over the selected period. |
The **Data Drilldown** chart shows the evolution of each KPI month by month.
### Gift lifecycle
A Gift moves through the same status lifecycle as a Cashback:
| Status | Meaning |
| -------------------- | ---------------------------------------------------------------------- |
| `Pending Validation` | The Gift is being validated. Can still be cancelled by administrators. |
| `Cancelled` | The Gift was cancelled while in `Pending Validation`. |
| `Validated` | The Gift is ready to be sent. |
| `Paid In` | The Gift amount is available on the provisioned account. |
| `Pool` | The Gift sits in the Consumer's wallet, awaiting transfer. |
| `Paid Out` | The 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. {/* TODO: confirm the canonical Shift Gifts management page path once that page is migrated. */}
***
## 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](/program/shift/rewards-report) or the [Vouchers report](/program/shift/vouchers-report).
***
## What's next
Export the underlying Reward data for accounting and BI.
Export voucher-based Rewards.
Drill into a single Consumer when a KPI looks off.