upcoach

Track offer performance

intermediate how to

Track offer performance

Each offer in upcoach includes a metrics dashboard that shows how your offer is performing — from page visits to revenue.

Available metrics

Open an offer to see its performance data:

MetricDescription
Page visitsTotal checkout page sessions
Conversion ratePercentage of page visitors who enrolled
EnrollmentsTotal number of enrollments across all statuses
Gross revenueTotal successful charges minus refunds
Net revenueGross revenue minus platform fees and Stripe processing fees
RefundsNumber and total amount of refunds

Checkout analytics

upcoach tracks detailed data about checkout page visitors:

  • Device type — Desktop, mobile, or tablet
  • Browser and OS — What technology visitors use
  • Referrer — Where visitors came from
  • UTM parameters — Campaign source, medium, campaign name, term, and content

This data helps you understand which marketing channels drive the most enrollments.

Enrollment statuses

Each enrollment has a status that reflects the participant’s access state:

StatusMeaning
ActiveParticipant has full access to the program
CancelledParticipant cancelled — access continues until billing period ends (subscriptions)
ExpiredAccess period has ended
RefundedPayment was refunded — access revoked immediately

Viewing participant purchases

To see a specific participant’s enrollment history:

  1. Open their profile.
  2. Go to the Purchases tab.

This shows all their enrollments with offer name, payment type, status, enrollment date, and expiration date.

Understanding revenue

Revenue is calculated from your transaction history:

  • Gross revenue = Sum of successful charges - Sum of refunds
  • Net revenue = Gross revenue - Platform fees (5%) - Stripe processing fees

All financial data is displayed in the currency configured on your offer prices.

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