Statistics Dashboard

Track your referral performance metrics

Date Range:

Total Referrals

247

12.4%vs. previous period

Conversion Rate

68%

3.2%vs. previous period

Avg. Response Time

1.2 days

0.3%vs. previous period

Revenue Generated

$42,850

8.7%vs. previous period

Referral Sources

Direct Network42% (104)

Partner Firms28% (69)

Client Recommendations18% (44)

Website Leads8% (20)

Social Media4% (10)

Service Categories

Tax Planning35% (86)

Financial Advisory25% (62)

Estate Planning20% (49)

Retirement Planning15% (37)

Insurance Services5% (13)

Conversion Funnel

100%

Referrals Received

247

88%

Initial Contact

218

74%

Meeting Scheduled

183

62%

Proposal Sent

152

68%

Converted to Client

168

Monthly Trends

Referrals

Conversions

AI Insights

Conversion Opportunity

Your tax planning referrals convert 15% higher than other services. Consider focusing your network growth in this area.

Response Time Impact

Referrals contacted within 24 hours have a 32% higher conversion rate. Try to reduce your average response time.

Network Expansion

Partner firm referrals increased by 28% this quarter. Continue building relationships with complementary service providers.

Seasonal Trend

Your Q4 referrals historically increase by 35%. Prepare capacity now to handle the upcoming seasonal increase.