How to Use the ReferralNow Dashboards

ReferralNow gives you two dashboards for keeping track of your referral program: the Activity Dashboard, which monitors engagement across your network in real time, and the Lead Dashboard, which tracks how those referrals turn into real business. Once your campaigns start getting responses, this is where you'll come to see what's working and follow up on every lead.

This interactive walkthrough plays on its own — sit back and watch, or use the arrows at the bottom to skip ahead or replay a step.

In the left-hand menu, click ReferralNow and then Activity Dashboard to see a real-time pulse of referral activity across your network.

At the top of the page you'll find Total Impressions, Total Clicks, and Click-Through Rate (CTR) for the selected date range. These numbers represent the referral touchpoints driving engagement with your program.

Scroll down to Engagement Over Time to see trends in referral activity, so you can spot what's working and double down on it.

Click Lead Dashboard in the left-hand menu to see which referrals are converting into real business opportunities.

The Lead Dashboard shows Total Referrals, Meetings Booked, Converted Clients, and Success Rate. 

Use the Search referrals field to instantly find any referral by name or detail — no more digging through spreadsheets or chasing emails. Click Search to run it and surface the exact referral data you need.