Cohertly
Reports Center
Access and manage your referral reports
Available Reports
Monthly Referral Performance
Comprehensive analysis of referral volume, conversion rates, and revenue generated
Network Growth Analysis
Detailed breakdown of network expansion, new connections, and relationship strength
Revenue Attribution Report
Analysis of revenue generated through referrals by source, service type, and partner
Conversion Funnel Analysis
Detailed breakdown of referral journey stages and conversion optimization opportunities
Partner Performance Comparison
Side-by-side analysis of referral partners, highlighting top performers and growth opportunities
Service Category Analysis
Breakdown of referrals by service category, including conversion rates and average value
Quarterly Financial Impact
Comprehensive financial analysis of referral program ROI and revenue contribution
Response Time Optimization
Analysis of response times and their impact on conversion rates and client satisfaction
Scheduled Reports
| Report | Frequency | Next Delivery | Recipients | Actions |
|---|---|---|---|---|
Weekly Performance Summary | Weekly | May 10, 2025 | 3 people | |
Monthly Financial Impact | Monthly | June 1, 2025 | 5 people | |
Quarterly Network Growth | Quarterly | July 1, 2025 | 2 people |
Report Templates
Performance Summary
Comprehensive overview of referral performance metrics
Network Analysis
Detailed breakdown of your professional network
Financial Impact
Analysis of revenue generated through referrals
AI-Generated Insights
Performance Trend Detected
Your referral conversion rate has increased by 12% since implementing the new follow-up protocol. Would you like a detailed analysis report?
Opportunity Identified
Based on your network data, there's potential to increase estate planning referrals by 25%. Would you like recommendations on how to target this opportunity?