Referral Partners: Using the dashboard to track cases and earnings

The Referral Partner Dashboard is a self-service web application at referral-dashboard.debitura.com. It gives you a read-only view of your referral performance without requiring any API integration or development work.

The dashboard has four main views: Cases, Earnings, and Clients, and Case Detail. The first three views include summary statistics, a searchable and sortable data table, and CSV export. Case Detail is accessed by clicking any row in the Cases table.

Without the dashboard, tracking your referral activity would require either building a custom integration against the Referral Partner API or relying on manual reports. The dashboard gives you on-demand access to your data through a simple web interface, so you can monitor case progress, check earnings status, and verify client onboarding at any time.

You log in using your Partner GUID, which is a unique identifier for your referral partnership (formatted as a UUID, e.g., 8-4-4-4-12). After entering your GUID, the dashboard authenticates you and loads your data. Your session persists across tab closes and browser restarts for 14 days, or until you explicitly log out.

The Cases view shows all collection cases across every client linked to your partnership. At the top, summary cards display your total, active, pending, and closed case counts.

The case table includes columns for case reference (e.g., DEB-12345), client company name, debtor name, invoice amount, case status, collection partner name, creation date, and last activity date. Case statuses are shown as color-coded badges.

You can filter cases by status using tabs (All, Active, Pending, Closed, Paused), search across case reference, debtor name, and client name, and filter by date range. The table columns are sortable. Results are paginated at 20 cases per page by default.

The Earnings view tracks your referral fees through the revenue lifecycle. Summary cards at the top show four key figures:

The Earnings view uses six status tabs representing the full referral revenue lifecycle: Pending (commission not yet paid by collection partner), Confirmed (collection partner has paid but platform invoice not yet issued), Awaiting Collection Partner (platform invoice issued), Ready to Invoice (revenue recognized, you can now invoice Debitura), Awaiting Debitura Payment (you have invoiced Debitura), and Paid (Debitura has paid your referral invoice). The transaction table shows each fee with its case reference, client name, invoice amount, Debitura revenue, your referral fee (in USD), current stage, and collection partner. Status badges are color-coded by stage.

All earnings amounts are displayed in USD for consistency across multi-currency operations. For a detailed explanation of how fees move through these stages, see Revenue sharing and financial reconciliation.

The Clients view shows all clients linked to your partnership and their onboarding status. Summary cards display your total clients, attributed clients, and clients with completed onboarding.

The client table includes columns for client company name, external tenant ID, attribution status (Attributed or Non-Attributed), onboarding status (Complete or Pending), date linked, and active case count.

You can filter by tab to see all clients, those with an unsigned SDCA (Standard Debt Collection Agreement), or non-attributed clients. For clients who have not yet signed their SDCA, you can open a modal that displays the client’s onboarding URL with a copy-to-clipboard button, so you can direct the client to complete their agreement signing.

Clicking any row in the Cases table opens the Case Detail view, a full-page breakdown of a single collection case. It displays the case reference, status, and key metrics (invoice amount, remaining balance, collection start date, due date). A milestone progress tracker shows the case stage (Created, Collection Started, In Collection, Resolved). The view also includes contract signing status (SDCA and Power of Attorney), a chronological activity timeline, chat messages between the client and collection partner, and revenue details for the case.

The dashboard is read-only. You can view and export data, but you cannot create cases, modify client settings, or update invoicing status through the dashboard. For creating cases, your platform should use the API integration. For invoicing workflows, refer to Revenue sharing and financial reconciliation.

Data in the dashboard reflects the current state of your partnership. Case statuses, earnings figures, and client information update as the underlying data changes in Debitura's systems.

If you are new to the Debitura referral program, start with Getting started with Debitura to understand the overall setup process.