The Referral % report shows how much revenue came from each referral source, helping you measure which lead sources actually drive completed business.
Where to Find It
Reports → Financial Reports → Referral %
What This Report Shows
Referral source and its percentage
Order totals and subtotals attributed to that source
Amount paid
Filters You Can Apply
Date type — match the date range against the order start, end, or return date
Date range — the period you want to review. A single report can cover up to about 13 months at a time; to review a longer span, run consecutive ranges and combine the exported files in Excel.
Location — if your company has more than one location, you can limit results to specific locations. (Single-location accounts won't see this filter.)
⚠️ What This Report Already Filters Out
Before reading the results, note what this report leaves out automatically:
Only returned (completed) orders are included. Quotes and in-progress orders are excluded.
Only orders that have a referral source assigned appear. Orders with no referral source are not counted.
Order templates are excluded, and only active or returned items are counted.
Exporting
You can export the report to Excel, CSV, or PDF. Larger reports are generated in the background — you'll be notified when the file is ready to download.
Need Help?
If you have questions about the Referral % report, contact us at [email protected].