Referral 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 you to understand how leads are performing provided by the referral partner

1. Retrieve report based on selected filters

• Date

  • Defines the time period of the report. Always defaults to the current date when first opened

• Branch

  • Always defaults to the “My Branch” when first opened

  • Branch filter lists out all the branch permissions of the logged in user by which the user can filter grid results based on the primary branch of the application

• Campaign

  • Always defaults to the “All” when first opened

  • Campaign filter lists out all the campaigns that have matching branch permissions with the logged in user by which the user can filter grid results based on the campaign the application belongs to

• Report can be exported to user’s system as an excel file through Excel Export button

• Report view can also be saved/loaded/cleared (see Saved Report Views for more details)

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

• Additional Columns can be added to the report

• Column totals are listed at the bottom of the report

• The totals row contains the aggregated data of the respective columns

2.2 Filter type of default column

2.3 Lead Details popup

Click on any of the counts will display the lead details popup

• See Lead Details for more details