What is the Analytics dashboard?

Every user of the platform has their own Analytics dashboard where they can view and track key referral metrics as well as download reports.

The Analytics dashboard contains details on:

1. Referrals by StatusThis provides a breakdown of all the referrals that you are working on or have worked on and where they are in their lifecycle.
2. Sent vs Received ReferralsThis shows a breakdown of your referrals according to inbound or outbound opportunities.
3. Top LocationsA geographical breakdown of the flow of your referrals.
4. Referral Transactions DistributionValue of your referrals plotted against time. So for inbound referrals it will be the total value of the commission your earned on the transaction minus the referral fee paid to the sending side. Where as for outbound referrals it will be the referral fee amount that you earned.

All four of the above data sets can be filtered by the various parameters visible on the Analytics Dashboard. These include date filters, the referral direction (inbound or outbound) and referral type (buy / sell /rent). To change the filters imposed, simply select / unselect the blue check box:

You can also download all the reports as well an overarching report using the “Export” button.