Cohertly
Referral Statistics
Total Referrals
157
12%
Conversion Rate
38%
5%
Avg. Revenue
$2,450
8%
Response Time
24h
2%
Referrals Over Time
50403020100
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Conversion Rate Trend
50%40%30%20%10%0%
JanAprJulOct
Referrals by Type
Tax Planning45
Estate Planning32
Retirement Planning28
Insurance22
Investment Management18
Other12
Top Referrers
| Name | Referrals | Conv. |
|---|---|---|
| David Miller | 24 | 75% |
| Jessica Thompson | 18 | 82% |
| Michael Chen | 15 | 68% |
| Sarah Johnson | 12 | 90% |
| Robert Wilson | 10 | 65% |
Recent Referrals
John Smith
Tax Planning
ConvertedMay 5
Emily Davis
Estate Planning
PendingMay 3
Mark Johnson
Retirement Planning
ConvertedMay 1
Susan Miller
Insurance
LostApr 28
James Wilson
Investment Management
PendingApr 25