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 | The referral source (ex. Google, Referral Program)
See Referral Sources to learn more about different types |
New Client Count | Distinct count of clients who had their first Appointment from that source |
Returning Client Count | Count of Clients that had appointments beyond the first appointment from that source |
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 a list of all clients referred by each source.
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 form fields. Check out the Forms and Charts: Connected Fields article for more information.
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.