Overview

The referral sources report provides performance metrics by referral source. The referral source is tied to the client, so all sales metrics include historical sales tied to each referral source, not just new sales.

Default Metrics

Metric	Definition
Client Referral Source Name	Name of the client referred
New Client Count	Distinct count of Clients who had their first Appointment
Returning Client Count	Count of Clients that didn’t have their first Appointment
Service Count	Total services completed
Service Sales	Net sales amount for service line items
Product Quantity Sold	Total quantity of products sold
Product Sales	Net sales value for product line items
Tip Sales	Net sales value for gratuity line items
Sales per Order	Net sales divided by order count

Customization Options

By Client

Add a row grouping by client name to view referral sources broken down by client.

Additional Columns

It’s recommended to add additional columns for the following metrics:

Client Email
Client Phone Number (Mobile # or Work #)

NOTE: Referral sources can be collected using connected fields. Check out the Forms and Charts: Connected Fields article for more information. This was formerly a beta report.

Customizing Referral Sources Beta Report by Location

If you need an understanding of clients associated with referral sources by location you can use the below template as a guide.

Please note that this is a template. You can add additional metrics that are important for your business. Within the Customize Report window, you can add additional row groupings like Product Category or Sale Date.

Click Add Report+
Search for the Referral Sources report and click Add +
Click Customize Report
Modify Rows Grouped by to include Locations

NOTE: A blank space under the Client column in the Referral Sources report represents a referral by 'Another Client' without the referring client’s name. You must add a referring client’s name to the client’s profile when adding ‘Another Client’ as the referral source.