Admins
Reading the Referrals dashboard
Partners enrolled, referrals received, sold, installed, and paid, by rep.
The tiles are office totals for the range; the table is the same numbers by rep.
Steps
- Pick a range at the top: last 4 weeks, quarter, year, or custom dates.
- Tiles: partners, received, sold, installed, paid, and revenue on sold referrals.
- Charts: each number by week across the range.
- Table: one row per rep, sortable, with CSV export. Jump in opens the product for the detail.
Good to know
- Numbers come from the product itself and refresh every fifteen minutes. Refresh forces a fresh read.
- A rep who opens this page sees only their own row.