Referral Performance Report | Boulevard Support Center

We're excited to bring you an expanded reporting experience. If you don't see the reporting features described below, don't worry—this updated reporting experience will become available to your account over time.

Resource	Link
Referral Performance Report	https://dashboard.boulevard.io/reports/referral_performance

Overview

The Referral Performance report helps you find out which referral sources are actually driving business. It shows client counts, appointment activity, and sales contribution broken down by referral source, so you can see which channels bring in the most clients, bookings, and revenue.

Use this report to track how each acquisition channel performs over time, evaluate the sales contribution tied to each referral source, and identify which clients belong to a given source to assess their individual value. It's useful for guiding marketing spend and promotional decisions, since you can compare channels to see which justify further investment and which underperform — and use the report to catch clients with missing or inconsistent referral source data.

What this report is best used for

Understand when and why to use this report through common use cases, descriptions, and example questions it can help answer in your day-to-day operations.

Use cases	Description	Example questions this report helps answer
Acquisition channel performance tracking	Measure how different referral sources perform in acquiring new clients and generating ongoing business.	Which referral sources bring in the most new clients? Which channels produce the highest volume of client activity over time?
Source-level sales contribution analysis	Evaluate the total sales contribution from clients associated with each referral source, including service, product, and gratuity sales.	Which referral sources drive the highest net sales? How do service and retail sales vary by referral source?
Marketing ROI and channel optimization	Identify which marketing or referral channels deliver the strongest business impact to guide advertising spend and promotional efforts.	Which sources justify further investment? Which channels underperform relative to the cost or effort?
Client-level drill-down for source quality	Analyze which specific clients belong to each referral source and evaluate their individual engagement and sales behavior.	Who are the top-spending clients attributed to each referral source? Which clients from a given source drive most revenue?
Operational verification and data cleanup	Confirm that clients have accurate referral sources assigned and identify inconsistent or missing source values.	Are any clients missing referral source assignments? Is referral source data clean and consistent across the system?

Prerequisites

Before using this report, make sure the following are in place. These directly impact whether you can access the report and how accurate the data will be.

Permissions: You must have the appropriate Data & Reporting permissions enabled to see this report: Client Reporting > Client Insights
- If you don’t see the report, check your permissions first - see Reporting Permissions for more information.
Location and Access Scope: What you see in the report depends on your access:
- You’ll only see data for assigned locations
- Row-level access may further limit visible data
- If it looks like data is missing, verify your location assignments and access settings.
Required Setup: For the report to show meaningful data, your referral workflows must be set up correctly:
- Referral Program and/or Referral Sources must be enabled and active
- Referral sources must be assigned to client profiles or appointments

Default report configuration

See how the report is structured when first opened. Learn what each field represents, how the data is organized, and which fields can be used to filter results.

Group By (default)

The default fields the report is grouped by when you first open it.

Field name	Definition	Example	Filter?
Referral source	The method or channel the business assigns to indicate how a client first discovered or was referred to the business.	Referral Program	Yes

Columns (default)

The default columns displayed when you first open the report.

Field name	Definition	Example	Filter?
New Client Count	The distinct count of referred clients who have only had their first appointment completed.	3	No
Returning client count	The distinct count of referred clients who had more than one completed appointment with the business, indicating they returned after their first appointment.	5	No
Order count	Total number of orders associated with the referred clients.	30	No
Net service amount	The net amount from service line items after discounts and refunds are applied. Net amount excludes sales tax.	$1500	No
Net retail amount	The net amount from retail product line items after discounts and refunds are applied. Net amount excludes sales tax.	$450	No
Total membership net amount	The net amount from membership purchases and renewals after discounts and refunds are applied. Net amount excludes sales tax.	$250	No
Net package amount	The net amount from package line items after discounts and refunds are applied. Net amount excludes sales tax.	$800	No
Net amount	The total net amount after discounts and refunds are applied. Net amount excludes sales tax.	$2950.50	No
Gratuity	The gratuity amount collected from orders net of refunds.	$200	No
Net amount per Order	The total net amount divided by the total number of orders.	$98.35	No

Customizable fields

Explore the fields you can adjust to tailor the report to your needs. Each field includes a definition, example, and whether it can be used in filtering.

Field name	Definition	Example	Filter?
Referral source	The method or channel the business assigns to indicate how a client first discovered or was referred to the business.	Referral Program	Yes
New Client Count	The distinct count of referred clients who have only had their first appointment completed.	3	No
Returning client count	The distinct count of referred clients who had more than one completed appointment with the business, indicating they returned after their first appointment.	5	No
Order count	Total number of orders associated with the referred clients.	30	No
Net service amount	The net amount from service line items after discounts and refunds are applied. Net amount excludes sales tax.	$1500	No
Net retail amount	The net amount from retail product line items after discounts and refunds are applied. Net amount excludes sales tax.	$450	No
Total membership net amount	The net amount from membership purchases and renewals after discounts and refunds are applied. Net amount excludes sales tax.	$250	No
Net package amount	The net amount from package line items after discounts and refunds are applied. Net amount excludes sales tax.	$800	No
Net amount	The total net amount after discounts and refunds are applied. Net amount excludes sales tax.	$2950.50	No
Gratuity	The gratuity amount collected from orders net of refunds.	$200	No
Net amount per Order	The total net amount divided by the total number of orders.	$98.35	No
Referred date	Date the referral occurred on.	2023-10-27	Yes
Primary Location name	Name of the primary location associated with the client.	Upper East Side	Yes
Referred Client ID	Unique identifier for the referred client.	client_789xyz	No
Referred Client name	The referred client’s full name.	Jane Doe	Yes
Referring Client ID	Unique identifier for the referrer client record in the system.	client_321abc	No
Primary location ID	Unique ID of the primary location associated with the client.	loc_123abc	No
Primary location group	Location group associated with the client's primary location.	East Coast	Yes
Primary location external ID	External system ID of the location where the client completed their first referral visit.	ext_456	No
Referred Client external ID	Unique identifier for the referred client from an external system, if applicable.	ext_client_001	No
Referred client email	The referred client’s primary email address.	email@email.com	No
Referred client mobile	The referred client’s mobile phone number.	12125551234	No
Referring Client external ID	Unique identifier for the referrer client from an external system, if applicable.	ext_client_002	No
Referring Client name	The referrer client’s full name.	John Smith	Yes
Referring email address	The referrer client’s primary email address.	email@email.com	No
Referred Client Count	The distinct count of clients associated with a referral, based on the referral date recorded for each referral.	15	No
Appointment Count	Total number of appointments associated with the referred clients.	42	No
Service Count	Total number of service line items completed by referred clients.	60	No
Retail Product Quantity	Total number of retail product units sold to the referred clients.	25	No
Net new membership amount	The net amount from new membership purchases after discounts and refunds are applied. Net amount excludes sales tax.	$250	No
Net amount (less voucher)	The total net amount after discounts and refunds are applied, excluding amounts paid using vouchers.	$100	No
Primary location tags	Tags assigned to the client's primary location.	NYC	Yes
Referring Client Tags	List of client tags associated with the referrer client.	Member	Yes

Report Caveats

There are a few important caveats and limitations to be aware of when using this report. Use these details to better understand how the data behaves and how to interpret it correctly.

Caveats	Details and Impact
Date filter behavior has changed.	In the previous version of this report, the date picker filtered by order date. In the latest version, the date picker now filters by the client's referral date instead. As a result, applying a date range will surface referrals that occurred in that window — not orders that happened in that window — so counts filtered by the same date range will differ from the previous version.
Metrics are now computed for the referred client's lifetime with the business.	This changed date filter behavior affects how metrics like Order count and Sales are calculated. In the previous version, these metrics were scoped to orders falling within the selected date range. In the latest version, since the date filter now selects referrals (not orders), these metrics reflect the referred client's entire lifetime with the business — not just activity within the selected date range. Expect totals in the latest version to run higher than the previous version filtered on the same date range, since more lifetime activity is being captured.

Use Case Example Configurations

Learn how to set up the report for specific scenarios with practical examples. Follow along to create views that answer common questions and support your workflows.

Use case	Description	How to configure the report
Acquisition channel performance tracking	Measure how different referral sources perform in acquiring new clients and generating ongoing business.	Use the default configuration. Filters: set Referred date to the period you want to review. Columns: add Appointment Count or Service Count.
Source-level sales contribution analysis	Evaluate the total sales contribution from clients associated with each referral source, including service, product, and gratuity sales.	Use the default configuration. Filters: set Referred date to the period you want to review.
Marketing ROI and channel optimization	Identify which marketing or referral channels deliver the strongest business impact to guide advertising spend and promotional efforts.	Use the default configuration. Filters: set Referred date to the period you want to review.
Client-level drill-down for source quality	Analyze which specific clients belong to each referral source and evaluate their individual engagement and sales behavior.	Use the default configuration. Filters: set Referred date to the period you want to review. Group by: add Referred Client Name.
Operational verification and data cleanup	Confirm that clients have accurate referral sources assigned and identify inconsistent or missing source values.	Use the default configuration. Filters: set Referred date to the period you want to review. Group by: add Referred Client Name.