Referral Overview
The Referral Overview Report provides a view of all referrals at your business, offering insights into referral activity across your locations. This report helps you track the number of referrals sent and completed.
Filters for the Referral Overview Report
Before running the report, you can apply the following filters to customize the data:
Referral Sent Date Range: Define the date range for when the referral was sent out by members.
Referral Completed Date Range: Define the date range for when the referral was completed. A referral is considered completed when the referred friend performs the qualifying action to complete the referral as defined in your loyalty program (e.g. buying a membership, taking a class, etc). Upon completion, the referring member will receive the referral points.
Locations: Select the locations where the referral was made, helping you focus on specific branches or regions.
Location Groups: Choose locations from a specific franchise group for reporting.
Referral Source: You can exclude those coming from your point of sales or membership system via the native Perkville integration.
Referrer’s Loyalty Program Status: Filter by the status of the referring customer—whether they are Active or Pending in your loyalty program.
Columns in the Referral Overview Report
After running the report, you’ll see the following columns displaying key referral metrics:
Location: The home location of the referring member.
POS Location ID: The Point of Sale ID for the location (e.g., ABC Club Number, MindBody ID, etc.).
Total Number of Sent Referrals: The total number of referrals sent by members within the selected date range.
Total Number of Completed Referrals: The total number of referrals that were completed within the selected date range. A referral is considered complete when the referred friend becomes a member of your program.
Generating the Report
To generate the Referral Overview Report:
Navigate to the Reports section in your Perkville dashboard.
Select Referral Overview from the list of available reports.
Apply the desired filters and choose your date range.
Click Run Report to view the details or export the data as a CSV file for further analysis.
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