Description
The Referral Partner Report records how many leads a specific referral partner provides. It also records the conversion rates of the leads provided sent over by the your referral partners. This enables you to understand how leads provided by the referral partner are performing.Clicking on .
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Creating a partner in a Web Application or Mobile Application as a referral partner adds them to the Referral Partner Report. |
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How to View Referral Partner Reports
Select Referral Partner Report from the inSight dropdown menu.
The Referral Partner Report page opens.
Select the filters you would like to see on the report. (See the Referral Partner Report Filterstable below.)
Click Run Report.
The screen displaying the report data opens. (See the Referral Partner Report Columnstable below for a description of the data contained in each column.)
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Notes
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Retrieve Report Based on Selected Filters
Enter the Date, Branch, and Campaign information to run a specific report.
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Referral Partner Report Filters
Report Filter | Description |
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Date |
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Branch |
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Campaign |
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Referral Partner Report Columns
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Columns Displayed by Default
Certain columns appear in the Referral Partner Report by default. Additional columns can be added to meet the user’s specific needs in any report.
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Column totals are listed at the bottom of the report.
Results can be grouped by column by dragging the column header above the column names.
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Column totals are listed at the bottom of the report. The Totals row contains the aggregated data of the respective columns.
Columns Displayed by Default
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Column Name | Description |
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Referral Partner Type | Type of referral partner |
Referral Partner Name | Name of referral partner |
Referral Partner Status | Status section that the lead is currently in |
Referral Partner Branch | Branch of the referral partner |
Primary Agent | Agent initially assigned to a lead |
Referral Partner Company | Company of the referral partner |
Total Leads | Total amount of leads |
Conversion Rate | Amounts of lead provided/funded |
Additional Columns
You can filter down to add columns to a Referral Partner Report.
Click the three dots to the right of any column header.
Click Columns.
Place a checkmark next to the column name you would like to add.
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