Reports
Reports is where the numbers live. The Reports hub opens to a grid of reports covering the things ReferralPulse tracks: referrals, partners, introductions, commissions, and the connectors who drive business your way. Each one is a deep view, with a year or more of trend data and the breakdowns you'd want before a quarterly review or a Provisors group conversation.
Where to find it
Where to find it: Top right avatar → Reports. Direct URL: /dashboard/reports. The hub lists every report as a card in a two-column grid. Click a card to open that report.
The cards on the hub:
- Network Overview. An at-a-glance dashboard: pipeline value, conversion, commissions, partner health, and partner matches.
- Commissions. Who owes you and who you owe, split into two tabs, with a Net Position card up top and aging buckets that float the oldest unpaid fees to the top. Export the whole thing to CSV. See Commissions and referral fees for how the numbers are tracked.
- Referral Reports. The deep pipeline view, covered below.
- Partner Reports. The deep network view, covered below.
- Partner Segments. Which types of partners generate the most business, broken down by how you met, profession, specialty, tier, or group.
- Connectors. Your top connectors ranked by the downstream revenue their introductions set in motion, not just direct business.
- Referral Flow. Which professions send you business and which you send to, and where reciprocity is out of balance.
- Ecosystem Map. Pick a connector and see who they introduced you to by profession, and which connections became referrals.
- Ecosystems to Replicate. Which connectors' ecosystems convert reliably into referrals, so you know which patterns to build more of.
- Introduction Reports. Funnel analytics on intros given and received, covered below.
Open Referral Reports
Where to find it: Reports → Referral Reports card.
The deepest report, built around the question "how is my referral pipeline doing." At the top right are a tier filter (narrow to referrals involving partners on a specific tier) and, when you've recorded services, a service filter.
Sections from top to bottom:
- Performance Overview. Four headline numbers (Total Referrals, Conversion Rate, Avg Revenue, Response Time) with a colored arrow showing the change versus the prior period. Just below, in the same card, a Financial Performance row shows Total Revenue, Commission Earned, Pipeline Value, and Avg Deal Size.
- Referrals Over Time and Conversion Rate Trend. Monthly volume and the conversion-rate line for the past year.
- Referrals Received vs Referrals Given. Splits the revenue and commission flows so you can see which side of your network is doing the work, with matching trend charts and a combined Network Value Over Time chart you can flip between line and bar.
- Conversion Funnel. Counts at each stage with the drop-off percentage between them.
- Quality Metrics. Average time to conversion, average deal age, average response time, a seasonal conversion trend, plus your best and weakest months.
- At-Risk Referrals and Stalled Deals. Referrals older than 30 days that need attention, and the older deals with no progress, each with a dollar value attached.
- Referrals by Type and Top Referrers. The service-type breakdown, and the partners who've sent you the most, with their conversion rate and revenue.
- Where We Met. The places and events your partners came from, with revenue won, deals lost, and a win rate per place. Click a place to drill into it.
- Recent Referrals. The latest activity, given and received.
The At-Risk Referrals and Stalled Deals cards are the ones to read on a Monday morning. They are the deals most likely to slip without a nudge, and the dollar figures tell you what's at stake.
Use the tier filter to compare referrals from your top-tier partners against the rest. If you've tiered partners by relationship strength, filtering to a single tier shows whether that investment is paying off.
Open Partner Reports
Where to find it: Reports → Partner Reports card.
The same depth, but for your network instead of your pipeline. A tier filter at the top right narrows the report to partners on a specific tier.
Sections include:
- Tier Performance. A collapsible section at the top with per-tier rollups, including referral activity and revenue contribution by tier.
- Summary tiles. Total Partners, Strategic Partners (the count above your lowest tier), Invitations Sent, and your Profile Completion Rate.
- Business Type Breakdown. A bar chart of your network by type of business. Useful for spotting gaps (no estate planning attorneys?) and over-concentration (sixteen financial advisors?).
- Partner Score Distribution. Partners grouped by overall score segment.
- Invitation Status Breakdown. A pie chart of where your invitations stand.
- Tier Distribution. A bar chart of how many partners sit on each tier, lowest tier at top. If you haven't set up tiers yet, the chart points you to Settings to create them.
- Network Growth. Two charts: New Partners Added per month, and a cumulative Network Growth Over Time area chart.
- Partner Activity Categories. High Value (five or more referrals exchanged), Imbalanced (uneven referral exchange), Dormant (no contact in 90+ days), and New Contacts (added in the last 30 days).
- Recent Invitations. The partners you've invited recently, with their current invitation status.
The Imbalanced category is where the personal-relationship work is. A partner who sends you five referrals while you've sent them none is a relationship at risk, and the report names them. Set a calendar reminder to fix it.
The Tier Distribution chart shows whether your tiering is spread out or bunched at one level. If most partners sit on the same tier, the tiers aren't doing much work. Consider moving high-value partners up.
Open Introduction Reports
Where to find it: Reports → Introduction Reports card. The card opens Introduction Insights, the same surface you can reach from the Introductions section in the sidebar.
The funnel-and-network view of intros made and received. A time-window toggle at the top right (6 mo, 12 mo, 24 mo, All) controls the whole page.
- Overview strip. Given, Received, Conversion (Intro to Deal) with the closed count, and Attributed Deal Value.
- Given and Received funnels. Two funnels side by side: the intros you made and the intros partners made to you, with drop-off at each stage.
- Avg Time at Stage. Average days from Sent to Replied, Replied to Met, Met to Referral, and Referral to Deal, so you can see where intros stall.
- Intros Over Time. A line chart of given, received, and converted by month.
- Top Introducers and Top Recipients. The partners who introduce you to new contacts, and the people you introduce most often, each with a conversion rate and value.
- Source Split. Where your intros come from: app composed, forwarded email, or manual entry.
- Network Growth from Intros. How many of your partners came in through an introduction.
If introductions are central to how you build your network, this is the report to share with your team in a quarterly review. The top-introducer list is the part that surprises people, the partners who matter most are usually not the ones you'd guess off the top of your head.
Get more out of your assistant
The reports above are the static view. For ad-hoc questions, talk to your assistant directly. It can answer questions the report pages don't expose:
- "Which partners haven't sent me a referral this year?"
- "What's my conversion rate on referrals from CPAs versus from attorneys?"
- "Show me the deals over fifty thousand that are still open."
Your assistant runs each question against your live data and answers in plain English with the specific records pulled out. Reports are best for pattern-spotting; your assistant is best for one-off questions.
On the iOS app
Where to find it: Open Reports from your profile menu, or ask your assistant.
On iOS the reports render in a stacked, mobile-friendly layout. Most people open them less often on a phone. The faster path is to ask your assistant in the Chat tab. Saying "how am I doing this quarter" usually surfaces the headline numbers without you having to navigate.
The reports load fresh on each visit. If you log a referral or update a status and want to see it reflected in the numbers, give it a few seconds and refresh.