Referral CRM Tracker

Proof of Concept (PoC)

Total Referrals

5

Total Revenue

$31000.00

Total Potential Rewards

$200.00

Referral Status Breakdown

Top Referrers

By Number of Referrals

  • John Doe: 3 referrals
  • Sarah Johnson: 1 referrals
  • Mike Chen: 1 referrals

By Revenue Contributed

  • John Doe: $20500.00
  • Mike Chen: $8000.00
  • Sarah Johnson: $2500.00

Add New Referral Entry

Client Referrer Revenue Status Date Added
Laura BrownJohn Doe$3500.00Converted2025-07-09
James WilsonMike Chen$8000.00Lost2025-07-05
Emily DavisJohn Doe$12000.00Active2025-07-01
Mike ChenSarah Johnson$2500.00Lead2025-06-28
Sarah JohnsonJohn Doe$5000.00Converted2025-06-25

Referral Chain View

  • Sarah Johnson (Referred by: John Doe)
    • Mike Chen (Referred by: Sarah Johnson)
      • James Wilson (Referred by: Mike Chen)
  • Emily Davis (Referred by: John Doe)
  • Laura Brown (Referred by: John Doe)