Overview
The referral sources by client report provides performance metrics by referral source and client name.
NOTE: 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 Name | Name of client |
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
Additional columns
It’s recommended to add additional columns for the following metrics:
Client Email
Client Phone number
Net Sales
NOTE: This was formerly a beta report.