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Referral Activity Breakdown Report

The Referral Activity Breakdown Report provides insights into how clients are discovering your business.

This report includes a breakdown of referrals by method, the number of new clients gained from each method, and the total revenue generated through referrals.

A referral is considered valid when a client’s first visit date falls within the selected reporting period. The report also includes total figures for the entire database to offer a comparison.

Report Sections

Referral Activity for Period

This section displays data for new clients who visited within the selected date range.

All Referrals

This section shows referral data for all dates within the business database.

Referral Methods and Definitions

Each referral method is tracked to help understand which marketing strategies are most effective:

  • Facebook – Clients who discovered the business through Facebook.

  • Friend or Family Member – Clients referred directly by friends or family.

  • Promotion – Clients who joined due to a promotional campaign.

  • Search Engine – Clients who found the business through search engines like Google.

  • Walking Past – Clients who visited after seeing the business in person.

  • Website – Clients who discovered the business through its official website.

  • Word of Mouth – Clients referred through organic word-of-mouth recommendations.

Key Metrics in the Report

  • Count – Number of new clients gained from each referral method.

  • Value – Total revenue generated from referred clients.

  • Total for All Referral Methods – The sum of all referral methods, excluding client referrals and unspecified referrals.

  • No Referral Specified – Clients whose referral source was not documented.

  • Client Referrals – Clients who were directly referred by an existing client.

  • Percentage of Revenue Due to Referrals – The proportion of total revenue derived from referral sources.

  • Percentage of Revenue Due to Client Referrals – The proportion of total revenue generated specifically from client referrals.

  • Total – The total number and value of all referrals within the reporting period and database.

How to Access the Report

To generate the Referral Activity Breakdown Report, follow these steps:

  1. Navigate to Tools > Reports > Clients > Referral Activity.

  2. Select the desired date range.

  3. Generate the report to view detailed referral data.

Why This Report Matters

Understanding referral activity helps businesses optimize their marketing efforts and identify the most effective ways to attract new clients. By analyzing referral performance, businesses can refine their strategies to increase client acquisition and revenue.

This report is an essential tool for tracking the success of different referral methods and improving future marketing initiatives.