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Referral Program Leaderboard Report
Referral Program Leaderboard Report

Monitor your client referral program

Training BLVD avatar
Written by Training BLVD
Updated over a month ago

Overview

The referral program leaderboard report gives you visibility into your referral program, specifically which clients refer the most new clients to your business, the value of the clients they’ve referred, and the total amount of rewards you’ve given to this client for their referrals.

NOTE: This report attributes all sales within the specified date range to each referred client. It does not only account for the initial visit from the new client.

Default Metrics

Metric

Definition

Client

Name of the existing client who has referred friends to your business

New Clients

Distinct count of new clients who completed their first appointment using the Client’s referral code in the specified date range.

New Client Value

The new clients’ total sales from appointments within the specified date range

Total Rewards

The total amount of account credit rewards you have given to the Client. (it does not include the first-time visit discounts you have given to the new clients referred)

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