Partner & Affiliate Portal

Partner Dashboard

9:41

Partner Portal

Welcome back, Sarah Mitchell

Gold Tier

Partner since Jan 2025

Total Earned

$4,280

This Month

$680

Pending

$245

Lifetime Refs

Your Referral Link

Tap to copy. Share via email, social, or text.

Monthly Performance Last 6 months

Sep

Oct

Nov

Dec

Jan

Feb

Dashboard

Referrals

Analytics

Rank

Settings

PartnerDashboard — earnings summary, referral link, performance chart

useQuery(api.portals.partner.getDashboardOverview)

Referral Tracking

9:41

My Referrals

All (67)

Converted (41)

Active (14)

Pending (8)

Expired (4)

Conversion Rate 61.2%

Mike Henderson Homeowner · Joined Jan 18, 2026

$85.00 Converted

Lisa Kowalski Contractor · Joined Feb 2, 2026

— Active

Tom Barrett Homeowner · Signed up Feb 12

— Pending

Jenny Park Homeowner · Joined Dec 5, 2025

$120.00 Converted

David Ross Homeowner · Link expired Nov 2025

— Expired

Show more referrals…

Dashboard

Referrals

Analytics

Rank

Settings

ReferralTracking — filterable referral list with status badges & commissions

useQuery(api.portals.partner.getReferrals, { status, limit: 50 })

Commission Structure

9:41

Commission Tiers

Gold Tier

41 conversions · 9 more to Platinum

Gold (20) Platinum (50)

Bronze

0 – 19 refs

Starting tier for all new partners

Commission Rate 5%

Silver

20 – 49 refs

Unlocked with consistent referral volume

Commission Rate 8%

Current

Gold

50 – 99 refs

Premium tier with elevated rates & perks

Commission Rate 12%

Platinum

100+ refs

Elite status with maximum rates & dedicated support

Commission Rate 15%

Gold Tier Perks

Priority payout processing (48h)

Custom branded referral page

Dedicated partner success manager

API access (Platinum only)

CommissionStructure — tier visualization with progress to next level

useQuery(api.portals.partner.getDashboardOverview) → tier, nextTierAt

Payout History

9:41

Payout History

Year-to-Date $1,245.00

Paid $1,000.00

Pending $245.00

2025 Tax Document 1099-NEC · Available now

Chase Bank ****4829 Direct Deposit · Default method

Edit

Recent Payouts

Export

February 2026 Processing · Bank Transfer

$245.00 Processing

January 2026 Jan 15, 2026 · Bank Transfer

$680.00 Completed

December 2025 Dec 15, 2025 · Bank Transfer

$520.00 Completed

November 2025 Nov 15, 2025 · Bank Transfer

$375.00 Completed

Lifetime Payouts $4,280.00

14 payouts since Jan 2025

PayoutHistory — payout list, YTD total, tax docs, method management

useQuery(api.portals.partner.getCommissionHistory, { limit: 20 })

Marketing Materials

9:41

Marketing Kit

Banners

Social

Your QR Code

Encodes 3bids.io/ref/SARAH-GO

Download PNG

Download SVG

Web Banners

Leaderboard 728 × 90

Medium Rect 300 × 250

Skyscraper 160 × 600

Mobile Banner 320 × 50

Social Media Posts

Feed Post 1080 × 1080

Story 1080 × 1920

Print Materials

Referral Flyer 8.5″ × 11″ · Your code embedded

Email Template Pre-written referral email with your link

MarketingMaterials — downloadable assets, QR code, social posts

useQuery(api.portals.partner.getResources)

Performance Analytics

9:41

Analytics

Link Clicks

1,248

+18% vs last mo

Click-to-Reg

5.4%

+0.8% vs last mo

Conversion Funnel

Link Clicks 1,248

Registrations 67

First Job Posted 41

Commission Earned 31

Top-Performing Channels

42%

Facebook

28%

Website

18%

SMS / Text

12%

Referrals by Region

Summit County, OH 34

Cuyahoga County, OH 19

Medina County, OH 8

Other 6

Click Activity by Day

Eve

Highest engagement: Thu & Tue evenings

PerformanceAnalytics — funnel, channels, geo breakdown, heatmap

useQuery(api.portals.partner.getPerformanceTrends, { months: 6 })

Partner Settings

9:41

Settings

Profile

Sarah Mitchell sarah@mitchellhomes.com Mitchell Home Services

Edit

Payout Method

Bank Transfer Chase ****4829

PayPal Not configured

Setup

Notifications

New Referral Alerts Get notified when someone signs up

Commission Earned When a referral converts to paying

Payout Processed When money hits your account

Marketing Updates New materials & promotions

Tax Information

W-9 Form Uploaded Jan 12, 2026

Verified

API Access

API Key Gold+ Only

Regenerate · View Docs

PartnerSettings — profile, payout method, notifications, tax, API

useQuery(api.portals.partner.getPartnerProfile) + useMutation(updatePayoutSettings)

Leaderboard

9:41

Leaderboard

February Challenge Top referrer wins $500 bonus. 4 days left.

Feb 1 Feb 28

All Time

This Month

This Week

Your Rank

8 conversions this month · 2 behind #3

Jake Rodriguez

Platinum

14 conversions

Anna Moretti

Gold

12 conversions

Brian Torres

Gold

10 conversions

Sarah Mitchell

Gold

8 conversions

Karen Davis

Silver

7 conversions

Your Milestones

First Referral Completed Jan 15, 2025

Gold Tier Reached Completed Jul 22, 2025

$5,000 Earned $720 remaining · On track

Platinum Status Reach 50 total conversions

Dashboard

Referrals

Analytics

Rank

Settings

Leaderboard — ranked list, monthly contest, milestones, own rank

useQuery(api.portals.partner.getLeaderboard, { period: "monthly" })

Data Architecture

Schema Tables

affiliateAccounts — core partner identity
email, contactName, affiliateCode, tier, commissionRate, status, Stripe Connect fields, isSuperAffiliate, totals

affiliateReferrals — individual referrals
affiliateId, referredUserEmail, referredUserRole, referralCode, referralSource, isActive, firstJobCreatedAt, totalRevenueGenerated

affiliateCommissions — commission ledger
affiliateId, jobId, jobTotal, commissionRate, commissionAmount, status, commissionType (direct/override), sourceAffiliateId

affiliatePayouts — payout batches
affiliateId, totalAmount, commissionCount, paymentMethod, status, stripePayoutId

affiliateClicks — click attribution
affiliateId, referralCode, ipAddress, userAgent, utmSource/Medium/Campaign, deviceType, country, region, convertedToUser

affiliateTierConfigs — tier rate definitions
tierId, posterFirstJobRate, contractorCommissionRate, commissionWindowDays, minimumPayout

Portal Endpoints & Hooks

GET /v1/partner/dashboard
getDashboardOverviewInternal → referrals, commission, performance, referralCode

GET /v1/partner/referrals
getReferralsInternal → enriched referral list with status, amounts

GET /v1/partner/commission-history
getCommissionHistoryInternal → payout records, pendingAmount

GET /v1/partner/performance
getPerformanceTrendsInternal → monthly trends, conversion rates

GET /v1/partner/leaderboard
getLeaderboardInternal → ranked partners, currentUserRank

GET /v1/partner/resources
getResourcesInternal → banners, social, email templates

POST /v1/partner/payout-settings
updatePayoutSettingsInternal → payoutMethod, payoutDetails

Auth: Clerk JWT → extractVerifiedClerkId → adminUsers lookup
Portal: partner.3bids.io (Convex HTTP endpoints)
Payments: Stripe Connect (Express accounts, transfers)

Dashboard & Referrals

9:41

Partner Portal

Earnings Overview

$4,280

Total Earned

+32%

Growth

Referral Link

3bids.io/ref/sarah-johnson

My Referrals

Mike Kowalski

Signed up 3 days ago

Active

Lisa Chen

Signed up 1 week ago

Pending

Dave Horvat

Signed up 2 weeks ago

Active

Commissions & Payouts

9:41

Commissions & Payouts

Commission Tiers

Bronze

0-5 referrals

Silver

6-15 referrals

Gold

16+ referrals

12%

Payout History

March Payout

Paid Mar 1, 2026

$1,240

February Payout

Paid Feb 1, 2026

$980

January Payout

Paid Jan 1, 2026

$860

Marketing & Leaderboard

9:41

Marketing & Leaderboard

Marketing Kit

Social media templates, flyers, and banners

Share Tools

Leaderboard

Sarah Johnson

42 referrals · Gold

$8,400

Mark Davis

28 referrals · Gold

$5,600

Amy Rodriguez

19 referrals · Gold

$3,800

Performance

72%

Conversion

+18%

MoM

4.2x

ROI

Partner Dashboard

https://app.3bids.io/partner/dashboard

Partner Dashboard

Referrals

$8,400

Earned

72%

Conversion

Gold

Tier

Recent Referrals

Mike Kowalski

3 days ago

Lisa Chen

1 week ago

Dave Horvat

2 weeks ago

Earnings Trend

Analytics & Performance

https://app.3bids.io/partner/analytics

Analytics & Performance

1,247

Link Clicks

+32%

Growth

3.4%

Conv. Rate

$200

Avg. Commission

Leaderboard

You — #1

42 referrals this month

Mark Davis — #2

28 referrals

Amy Rodriguez — #3

19 referrals

Monthly Trend