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Classic - Referral Partner Report

Classic - Referral Partner Report

Owned by Rebecca Kornblum
May 03, 2024
2 min read

The 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 enables you to understand how leads provided by the referral partner are performing.

Clicking on any of the counts displays the Leads Details popup. See the Leads Details article for more details.

Retrieve Report Based on Selected Filters

Enter the Date, Branch, and Campaign information to run a specific report.

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.

Report Filter

Description

Report Filter

Description

Date

  • Defines the time period of the report

  • Always defaults to the current date when first opened

Branch

  • Always defaults to 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 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 Columns

Columns Displayed by Default

  • Additional columns can be added to the report.

  • 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.

  • The Totals row contains the aggregated data of the respective columns.

Column Name

Description

Column Name

Description

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

 

 

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