Reporting
Know what referrals make you.
Not a guess, a number. See the money referrals bring in, what they cost, and who's sending them.
How it works
- 1
See what referrals made you.
The money that came from referrals, what the rewards cost, and what you got back for every dollar.
Last 90 days
Revenue from referrals
$48,300
Rewards paid
$4,200
New customers
42
Every $1 in rewards brought back $12.
- 2
See your biggest fans.
The customers sending you the most work, and what each one brought in. Worth a thank-you call.
Your top referrers
- 1
Dana Brooks
6 new customers
$18,900
- 2
Priya Raghunathan
5 new customers
$9,400
- 3
Sofia Marchetti
3 new customers
$5,600
- 4
Terrence Okafor
3 new customers
$4,100
- 1
- 3
See where every referral stands.
New, Contacted, Quoted, Won or Lost, at a glance. Nobody slips through the cracks.
Where every referral stands
- New30
- Contacted25
- Quoted15
- Won42
- Lost14
Your part
Mark jobs Won.
Mark the job Won and enter the amount.
Just reply to our text. You're doing it anyway to pay the reward.
Open your reports whenever you're curious.
The numbers are already added up and waiting.
No spreadsheets, no math. REFERX keeps score for you.
Good questions
- Where do the numbers come from?
- From you marking jobs Won and entering the job amount. Everything else adds itself up.
- Can I pick the dates?
- Yes. The last 30 days, 90 days, 12 months, all time, or any dates you choose.
- Can I get the numbers out?
- Yes. Your referrals, rewards and customers each download as a spreadsheet for you or your accountant.
- Does it cost extra?
- No. It's included in every plan.