Client Referral Report
View all contacts who were referred by existing clients, along with their associated projects, stages, and referral dates.
Accessing the Report
Reports > Marketing > Client Referral Report
Columns
| Column | Description |
|---|---|
| Project Title | Project ID and name linked to the referred contact |
| First Name | Referred contact's first name |
| Last Name | Referred contact's last name |
| Referred By | Name of the client who made the referral |
| Stage | Current project stage |
| Referral Date | Date the referral was recorded |
| Appt. Date | Date of the First Appointment activity. Shown in green bold when the activity result is marked as Completed |
| Close Date | Actual close date. Shown in green bold when the project stage is Won |
| Sold Amount | Contract value for the project |
Totals Row
A summary row appears at the bottom of the table showing:
- Total Appointments — count of completed first appointments
- Total Sold — count of projects with a Won stage
- Total Sold Amount — sum of sold amounts across all rows
Available Filters
| Filter | Description |
|---|---|
| Project Creation Date | Filter by when the project was created (From/To range) |
| Contact Referral Date | Filter by when the referral was recorded (From/To range) |
Both filters support templated date ranges (e.g., This Month, Last Quarter, YTD) via the period selector dropdown.
Use the X button on each date field to clear individual dates.
Understanding the Report
- One row per project: If a referred contact has multiple projects, each project appears as a separate row. Only full projects are included — change orders and warranties are excluded.
- Contacts without projects: Referred contacts with no associated project will still appear with blank project fields.
- Appointment tracking: The Appt. Date column shows the date of the activity with a "First Appointment" subcategory. It turns green when the activity result is set to Completed.
- Sorting: Click any column header to sort. Click again to reverse the sort order. Date columns sort chronologically.
- Row click: Click the blue project title to navigate to the project detail page.
Export Options
Click Export CSV to download the current report data as a CSV file. The export respects all active filters.
Tips
- Use the Contact Referral Date filter to focus on referrals from a specific time period.
- Combine both date filters to find referrals that came in during a specific period and resulted in projects created within another period.
- Export the data to create thank-you lists for referring clients.
Related Reports
- Employee Referral Report — Track referrals from employees, vendors, and other sources