Your Referral Summary report tells you which referral sources — the ways customers heard about your shop, like "Google", "Facebook", or "Word of mouth" — are actually bringing in paying business; it is mainly used to decide where your marketing is working and where it is not. The report groups your invoiced orders by each customer's Referral Source and shows you four numbers per source: the referral source name, its share of your customer mix, how many unique customers it brought in, and the total revenue those customers generated. A bar chart above the table highlights your top 10 sources by revenue so you can see at a glance which sources are driving the most money.
Filters
| Filter | Default | What it does |
|---|---|---|
| Invoiced Date | This month (from the 1st to the last day of the current month) | Controls which orders get included, based on when you invoiced them. This is an "I want data about completed/closed jobs" filter — use it when the question is "what did we finish and bill this period?" Orders you are still working on, or that you have not invoiced yet, will not appear. |
| Countries (only at the HQ level) | Your home country | Picks which country's locations show up in the Locations list below. |
| Locations (only at the HQ level) | All locations in the currently selected country | Narrows the report to specific shops. Leaving every box unchecked is the same as "all locations in the country you have selected at the top" — not "every location everywhere". If you want to see locations in more than one country, switch the Countries radio. |
Understanding Each Number
| Card | What it means | What it doesn't include | When it's useful | Notes |
|---|---|---|---|---|
| Source | The name of a referral source — where your customer said they heard about you. You set these on each customer's profile. | Any customer whose profile does not have a Referral Source filled in is not counted anywhere in this report. | — | If a source is missing from the list, it means no invoiced order in the date range came from a customer with that source selected. |
| Location (HQ only) | The shop location tied to the orders for this referral source. | A per-location breakdown of a single source — this column only shows one location per source even when a source has customers at multiple shops. | Quickly seeing which location a source is associated with at a glance. | To break a source down by location, filter the Locations list to one location at a time. |
| Referral Percentage | Out of all the unique customers who brought you invoiced business in this date range, the share that came from this one source. | — | Seeing where your customer mix is concentrated — e.g., if 40% of your customers came from Google. | If the percentages do not add up to exactly 100%, it usually means one customer was tagged with two different referral sources; they count in each source's percentage but only once in the overall total. |
| Customers | The number of unique customers this source brought in during the date range. Each customer is counted once per source, even if they had several invoiced orders. | Customers whose profile does not have a Referral Source selected. | Understanding how many distinct people a source is actually reaching, not how many jobs they generated. | The column does not add up to the footer number. The footer is a single unique-customer count across the whole report, so a customer who appears under two sources counts once in the footer but once in each source row. |
| Total | The total revenue on the invoiced orders tied to this source, including any tax, fees, and shop supplies that were on the invoice. | Orders that are not yet invoiced, or customers without a Referral Source. | Ranking your sources by the actual dollars they drive, not just the number of customers. | The number shown is the invoice total as of the last report refresh. Recent edits to orders may take a little time to appear — look at the "Last updated" note at the top of the report. |
Common Questions
Q: Why is Google on the list but our biggest referral source from last year isn't? A: A referral source only shows up if at least one customer tagged with that source had an invoiced order in your selected date range. If no customer with that source was invoiced this month, it won't appear — try widening the date range.
Q: Why doesn't my Referral Summary total match my total invoiced revenue for the same month? A: Referral Summary only counts orders from customers who have a Referral Source filled in on their profile. Any customer without one is left out of this report entirely. Your total invoiced revenue includes everyone, so the Referral Summary total will almost always be smaller.
Q: Why do my Referral Percentages add up to more than 100%? A: That usually happens when the same customer has been tagged with two different referral sources over time. They count toward each source's numerator, but only once in the overall customer total — so the percentages can exceed 100%. It's a sign to double-check the customer's profile if you want clean attribution.
Q: Why is a customer missing from this report? A: Three most common reasons: (1) their order is not yet in Invoiced status — estimates and open repair orders do not count; (2) their order's Invoiced date falls outside the date range you selected; or (3) their customer profile does not have a Referral Source chosen.
Q: I just edited an invoice. Why isn't the change showing up? A: The report reads from a snapshot that refreshes every few minutes. Look at the "Last updated" timestamp at the top — if it is older than your edit, the report just hasn't refreshed yet. Give it a minute and reload.
Tips for Getting the Most Out of This Report
- Make sure your team fills in the Referral Source on every new customer. This report is only as complete as the Referral Source field on your customer profiles — blank sources mean blank data.
- Use it to evaluate marketing spend. Rank your sources by the Total column to see which channels actually drive dollars, not just buzz. A source with lots of customers but a low Total may be sending you small-ticket visits.
- Compare the same date range month over month. Changes in the Referral Percentage column tell you whether your customer mix is shifting — for example, fewer Google customers and more word-of-mouth can mean your local reputation is growing.
Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!
Comments
0 comments
Article is closed for comments.