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.
NOTE: This report attributes all sales within the specified date range to the referral source for clients associated with that source. It does not only account for the initial sale from new clients.
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 value 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: This was formerly a beta report.