The Referral partner Partner report records how many leads a specific referral partner provides. It also records the conversion rates of the leads provided by the referral partners. This will enable enables you to understand how leads are performing provided by the referral partner
1. Retrieve report based on selected filters
...
are performing.
Clicking on any of the counts displays the Lead Details popup. See the Lead Details article for more details.
Retrieve Report Based on Selected Filters
...
Users can export reports as an Excel file by clicking the Excel Export button. The report view can also be saved/loaded/cleared. See the Saved Report Views article for more details.
Filter | Description |
|---|---|
Date |
|
...
| |
Branch |
|
...
| |
Campaign |
|
...
|
...
Report can be exported to user’s system as an excel file through Excel Export button
...
2. Columns
...
2.1 Displayed by Default
...
Referral Partner Type
Type of Referral Partner
...
Referral Partner Name
Name of Referral Partner
...
Referral Partner Branch
Branch of the Referral Partner
...
Referral Partner Company
Company of the Referral Partner
...
Total Leads
The total amount of leads
...
Conversion Rate
Amounts of lead provided / funded
...
Columns
...
Columns Displayed by Default
Additional columns can be added to the report.
Column totals are listed at the bottom of the report.
The totals Totals row contains the aggregated data of the respective columns
...
.
...
Column Name | Column Filter Type | Description |
|---|---|---|
Referral Partner Type | Multi+search | Type of referral partner |
Referral Partner Name | Multi+search | Name of referral partner |
Referral Partner Branch | Multi+search | Branch of the referral partner |
Referral Partner Company | Multi+search | Company of the referral partner |
Total Leads | Number | Total amount of leads |
Conversion Rate | Number |
2.3 Lead Details popup
Click on any of the counts will display the lead details popup
...
Amounts of lead provided/funded |