Data-driven decisions separate thriving referral programs from stagnant ones. GoRefer.io's analytics dashboard gives you real-time visibility into what's working, what's not, and where to focus your efforts for maximum ROI.
Total Referrals
Volume received this period
Conversion Rate
Referrals that became clients
Revenue Attribution
Revenue from referred clients
ROI Analysis
Return on rewards invested
The Analytics Overview
Key Performance Indicators
Total Referrals: Volume received this period
Conversion Rate: Percentage that became clients
Average Time to Convert: Days from referral to signing
Revenue from Referrals: Total attributed revenue
ROI: Return factoring rewards and commissions
Source Analysis
Understanding your referral sources helps you double down on what works:
Channel Breakdown
Email Signature Links: From your email signature
QR Codes: From scanned office materials
Social Shares: From social media links
Direct Links: From your main referral page
Campaign Links: Tagged to specific campaigns
Preparer Performance
Team Leaderboard
Total referrals generated per preparer
Conversion rates by preparer
Commission earnings breakdown
Trend analysis (improving or declining)
🎯 Management Tip
Use preparer performance data to identify coaching opportunities and recognize top performers.
UTM Tracking
Every referral link can be tagged with UTM parameters for granular tracking:
- utm_source: Where the link was posted (email, facebook, flyer)
- utm_medium: The marketing medium (organic, paid, print)
- utm_campaign: The specific campaign name
Exporting Reports
Export Options
CSV exports for spreadsheet analysis
PDF reports for stakeholder sharing
Scheduled email reports (daily, weekly, monthly)
Ready to make data-driven decisions? Start your free 14-day trial and explore the analytics dashboard.