To see how your Referral campaigns are performing, navigate to Manage and click Referrals. This opens directly to your Referral Dashboard.
Use the All / Patient / Employee / Partner tabs at the top to focus on a specific referral type, and the date range selector to widen or narrow your timeframe.
At-a-glance metrics
Across the top of the dashboard, you'll see Total Referrals, Conversion Rate, Converted count, and Estimated Value for your selected period, each compared against the prior period so you can spot momentum at a glance.
Below that, Active Referrers, Shares, and Opens show how much activity your campaigns are generating and how far that activity is spreading.
Checking these regularly helps you catch a slowing campaign early, while there's still time to adjust it.
Referral Trend
This chart plots your referrals and conversions over time, broken out by referral type.
Use it to spot which weeks performed best and whether a spike in referrals is actually translating into conversions.
A wide gap between the two lines usually means leads aren't being worked fast enough, or the invitee offer isn't compelling enough to convert.
Lead Pipeline
A running count of your leads by pipeline stage — New Patient, Contacted, Scheduled, Visited, and beyond.
Click View More Statuses for the full breakdown. This is the fastest way to spot exactly where leads are stalling, so you know which stage of your process needs attention.
Contact Speed
Shows how quickly your team follows up with new leads. The percentage contacted under 4 minutes, between 4 minutes and 24 hours, and over 24 hours, along with your average contact time.
Speed matters. A lead contacted within minutes is far more likely to convert than one that sits for a day. If most of your leads fall into the 24+ hour bucket, that's a clear signal to tighten up your follow-up process before you invest in generating more leads.
Top Referrers
This section ranks your biggest advocates by Shares, Views, Referrals, and Converted count, so you can quickly identify who's driving the most and best-converting activity. Click View All for the full list.
Knowing your top referrers lets you recognize them directly, which reinforces the same status and relationship-driven motivation your referral program is built on.
Top Active Campaigns
This section ranks your live campaigns by Shares, Views, Referrals, and Converted count, so you can see at a glance which campaign is performing best right now. Click View All for the full list.