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A referral is counted if a client’s first visit falls within a specified date range. This report helps businesses assess the value of referrals and identify clients who actively refer others.
By reviewing this report, businesses can:
- Determine the total number of referrals made by individual clients.
- Track the spending of referred clients to understand their contribution to revenue.
- Identify and potentially reward top referrers.
Key Metrics in the Report
1. Amount for Referred Clients (For the Selected Period)
- Displays the total revenue generated from clients who were referred by a specific individual within the given date range.
2. # Referred This Period
- Shows the number of new clients referred by a specific client during the selected time frame.
3. Amount Spent by Referred Clients
- Highlights the total spending of each client who was referred to the business.
How to Access the Report
To view the Client Referral Report, navigate to:
Tools > Reports > Clients > Client Referral Report
Understanding the Report Format
-
Client Who Referred:
- The names of clients who referred others will appear in bold for easy identification.
-
Referred Client:
- The names of the referred clients will be listed underneath the referring client’s name.
This report helps businesses track and optimize their referral programs, ensuring that key referrers are recognized and incentivized for their contributions.