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Referral Report

Track referrals from past clients, vendors, partners, and other sources to understand your referral network effectiveness.

Accessing the Report​

Reports > Marketing > Referral Report

Key Metrics​

MetricDescription
ReferrerPerson/company who made referral
Referral TypeClient, Vendor, Partner, etc.
Leads ReferredNumber of leads from referrer
AppointmentsMeetings scheduled
ProposalsEstimates delivered
SalesProjects won
RevenueTotal contract value
Conversion %Lead to sale rate

Available Filters​

FilterDescription
Date RangeReferral date filter
Referral TypeCategory of referrer
SalespersonAssigned to referrals
StatusOpen, Won, Lost

Referral Types​

Common referral sources:

  • Past Client: Previous customers
  • Current Client: Active customers
  • Vendor/Trade: Business partners
  • Realtor: Real estate agents
  • Architect/Designer: Design professionals
  • Friend/Family: Personal connections
  • Other Professional: Attorneys, accountants, etc.

Report Views​

By Referrer​

Individual referrer performance:

  • Total referrals made
  • Conversion statistics
  • Revenue generated

By Type Summary​

Aggregate by referral category:

  • Best performing types
  • Volume by category
  • Conversion comparison

Trend Analysis​

Referrals over time:

  • Monthly patterns
  • Growth/decline trends
  • Seasonal factors

Analysis Insights​

Top Referrers​

Identify your best sources:

  • Who sends the most leads?
  • Who sends the best quality leads?
  • Who generates most revenue?

Conversion Quality​

Compare conversion rates:

  • Referral leads vs. other sources
  • By referral type
  • By individual referrer

ROI Calculation​

If tracking referral costs:

Referral ROI = (Revenue Generated - Referral Costs) ÷ Referral Costs

Using the Data​

Referral Program Management​

  • Identify top referrers for recognition
  • Find under-performing relationships
  • Set referral goals

Marketing Planning​

  • Allocate referral marketing budget
  • Target high-performing referral types
  • Develop referral incentives

Relationship Building​

  • Thank active referrers
  • Re-engage dormant referrers
  • Build new referral relationships

Export Options​

Click Export CSV to download:

  • Referrer list with stats
  • For mail merge or outreach
  • Historical tracking

Tips​

  • Track ALL referrals consistently
  • Follow up quickly on referral leads
  • Thank referrers regardless of outcome
  • Review quarterly to identify patterns