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Real-time dashboards that show exactly where your referrals come from, which preparers are converting, and how your revenue is trending — no spreadsheets needed.
Real-Time Data
Conversion Funnels
Preparer Metrics
Revenue Trends
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app.gorefer.io/analytics
Total Referrals
248
↑ +18%
Conversion Rate
68%
↑ +4pp
Avg Time to Close
4.2d
↑ -1.1d
Revenue (MTD)
$18.4k
↑ +23%
Referral Volume — Last 6 Months
+18% vs prev period
Oct
Nov
Dec
Jan
Feb
Mar
Top Preparers — This Month
Sarah N.
34 refs
79%
James H.
28 refs
71%
Tanya W.
19 refs
68%
Real-time analytics — referral volume, conversion rates, preparer performance.
You Can't Grow What You Can't Measure
73%
of firms
have no visibility into which referral source drives the most revenue — they're guessing which campaigns to run
5h
per week
spent manually compiling performance reports that GoRefer generates automatically in real time
31%
higher close rate
when preparers have visibility into their own pipeline and conversion data vs. working blind
1 view
entire firm
GoRefer gives admins a single dashboard covering all preparers, locations, and time periods
Referral Conversion Funnel
See exactly where referrals drop off in your pipeline. Identify bottlenecks at the Contacted, Intake, or Scheduling stage and take action before leads go cold.
Stage-by-stage conversion rates with drop-off percentages
Source attribution overlay — which channels convert best
Comparison by preparer, time period, or campaign
One-click filter to see only high-drop-off stages
Conversion Funnel — Last 30 Days
Total Leads Entered
248
100%
Contacted Within 24h
201
81%
Intake Form Started
162
65%
Appointment Booked
131
53%
Converted to Client
169
68%
Preparer Performance Leaderboard
Track individual preparer metrics — referral volume, conversion rate, response time, and revenue generated. Give every team member visibility into their own performance.
Individual conversion rates and pipeline velocity
Response time tracking (hours to first contact)
Revenue attributed per preparer per period
Goal setting and progress indicators for each team member
Preparer Leaderboard
April 2026
01
Sarah N.
34 refs
79%
$6.2k
02
James H.
28 refs
71%
$4.9k
03
Tanya W.
19 refs
68%
$3.4k
04
Michael R.
17 refs
64%
$2.9k
Campaign & Source ROI
Know exactly which marketing channels drive your best referrals. Compare ROI across QR code campaigns, digital ads, in-office promotions, and walk-in programs.
Cost-per-acquisition by campaign and source
Conversion rate comparison across channels
Multi-touch attribution for complex referral paths
Exportable campaign performance reports
Campaign ROI — Q1 2026
Tax Season QR Flyer
47 leads · 72% conv
$8.4k
ROI 11×
Referral Link Program
89 leads · 68% conv
$15.2k
ROI 9×
Walk-in Promo
31 leads · 81% conv
$5.1k
ROI 7×
Google Ads
22 leads · 45% conv
$2.3k
ROI 2×
Instant Visibility, Zero Setup
01
01
Data Captured Automatically
Every referral, conversion, login, intake submission, and payout event is logged automatically — no manual entry required.
02
02
Dashboards Update in Real Time
Your analytics screen refreshes as events happen. No waiting for nightly batch jobs or manual report runs.
03
03
Filter, Compare & Export
Drill into any metric by preparer, source, or date range. Export to CSV or share with stakeholders as a scheduled report.
Analytics Questions Answered
Yes. Every chart supports period comparison — week-over-week, month-over-month, or custom date ranges. Trend lines show direction at a glance.
Yes. Each preparer can see their own dashboard with their pipeline, conversion rate, earnings, and referral activity. Admins see the full firm view plus individual breakdowns.
CSV exports are available for all major reports. Enterprise plans include scheduled email reports and API access for BI tools like Tableau or Power BI.
Dashboard metrics are updated in real time as referrals move through the pipeline. Daily summary email reports are available and configurable per admin.
Yes. Analytics tracks current-state metrics; FirmIQ adds ML-powered forecasting and predictions on top. They share the same underlying data — Analytics shows what happened, FirmIQ predicts what will happen.
Stop guessing. Start measuring.
GoRefer's analytics dashboard gives you instant visibility into everything that matters for your firm.
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