Employee Referral Report
Filtered Data
This report is filtered based on your division settings:
- Function: Operational
- Work Type: Full Project
Track contacts referred by employees to understand your employee referral network effectiveness.
Accessing the Report
Reports > Marketing > Employee Referral Report
Columns
| Column | Description |
|---|---|
| Project ID | The project identifier |
| CEC User | The user who created the contact record |
| Client Name | First and last name of the referred contact |
| Referred By Employee | Name of the employee 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:
- Referrals — count of referrals not in the default stage
- Appt — count of completed first appointments
- Sold — count of projects with a Won stage
- Sold Amount — sum of sold amounts across all rows
Available Filters
| Filter | Description |
|---|---|
| Referral Date | Filter by when the referral was recorded (From/To range) |
| Appointment Date | Filter by first appointment date (From/To range) |
| Close Date | Filter by actual close date (From/To range) |
| Referred By Employee | Filter by the employee who made the referral |
| Division | Filter by opportunity type/division |
All date filters support templated date ranges (e.g., This Month, Last Quarter, YTD) via the period selector dropdown.
Understanding the Report
- One row per contact: Each referred contact appears with their earliest project.
- 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.
- Row click: Click a row to navigate to the project detail page.
Export Options
Click Export CSV to download the current report data as a CSV file. The export includes the totals row and respects all active filters.
Tips
- Use the Referral Date filter to focus on referrals from a specific time period.
- Filter by Referred By Employee to see which employees are generating the most referrals.
- Compare Appt and Sold totals to gauge referral conversion rates.
Related Reports
- Client Referral Report — Track referrals from existing clients
- Lead Analysis — All lead sources
- Promo Success — Campaign tracking
- Past Client Report — Client relationship status