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Conversion Kit: Partner Commission Report

2 min read

The Partner Commission Report credits each booking to the partner site that referred it and tells you what you owe, after cancellations and refunds are netted out.


What it does #

If you run a referral or affiliate arrangement with partner sites, you need to know which bookings each partner actually sent you and how much they have earned, without paying out on a booking that later cancelled or has not happened yet. Pulling that together by hand from booking exports is slow and easy to get wrong.

The Partner Commission Report builds it for you from the bookings the Conversion Kit already tracks. Every booking that arrived with a partner source, a source tag on the link the guest followed, is credited to that partner and sorted into one of three buckets based on the booking’s current status:

  • Payable: confirmed, completed, or closed bookings. The partner is owed for these.
  • Excluded: cancelled, expired, refunded, declined, or no-show bookings. These are netted out and never paid.
  • Needs review: still-pending bookings, or any booking whose status could not be confirmed. These are held back from the payable total so a booking that has not really happened yet is never auto-paid.

The three buckets always add up to the gross total, so the numbers reconcile. For example, a guest who arrives from “Sunset Rentals Blog” and books a confirmed stay shows under that partner in the Payable bucket; if the stay later cancels, the same booking moves to Excluded and drops out of what you owe.

You can credit the first partner that referred the guest or the last partner before they booked, run the report for any date range to match a billing period, filter to a single partner, and download the per-booking detail as a CSV to pay against.

How to turn it on #

1. Open the Attribution tab #

In Conversion Kit, open Insights, then the Attribution tab. The Partner Commission Report sits at the bottom of that tab.

2. Name your partner sources #

In Partner sources, list each partner one per line as the source tag, a comma, then the display name. For example, sunset-blog,Sunset Rentals Blog. The tag is the source value on the partner’s links; the display name is how the partner appears in the report. The list you enter is the full set, so removing a line removes that partner. Any source seen in bookings that you have not named yet appears under Unmatched sources with a booking count, so a new or misspelled partner is never missed.

3. Choose the date range and crediting #

Set the report’s own From and To dates, which are separate from the 7, 30, and 90-day range used elsewhere on the tab. Pick last touch or first touch crediting, and optionally filter to one partner.

4. Export to pay against #

Use the CSV export to download every credited booking with its source, value, booking date, status, and bucket.

Settings #

SettingWhat it controls
Partner sourcesThe list mapping each partner’s source tag to a display name, one per line as the tag, a comma, then the name. This list is the full set, so removing a line removes that partner.
CreditingWhether a booking is credited to the first partner that referred the guest or the last partner before they booked. Defaults to last touch.
Date rangeThe From and To dates the report covers, so you can match a partner’s billing period. Defaults to the last 30 days.
Source filterOptional. Limits the report to a single partner source.

Tips #

  • The Payable total only counts bookings whose current status is confirmed, completed, or closed, so it already reflects cancellations and refunds. Check the Needs review bucket for pending bookings before you pay.
  • Watch the Unmatched sources list for partners you have not named yet. Adding them keeps every referral credited to a real partner name instead of a raw tag.
  • Crediting is based on the source tag on the links your partners use, so make sure each partner sends traffic through a tagged link. For the wider view of where your bookings come from, see Conversion Kit: Insights Dashboard, and the HomeRunner Conversion Kit Overview for the full feature list.