How to See Inbound/Outbound Referral Metrics

Note: This report is only available to Administrators and PowerUsers.

If you want to see your overarching inbound/outbound referral metrics, you can do so by following these steps:

1) Navigate to Reports > Referral Source

2) Filter/Sort the Data (optional)

• By default, the data displayed is for the current year to date. If you'd prefer to view referrals for a different time period, you can adjust the Start and End dates or select a set date range.
• You can sort sources by Category or by the user the source is Assigned To.

Note:
Moved statuses include: Moved, Invoice Sent, Closed - Paid.
Avg Days to Move is calculated from the clients created date to move date. Clients without a move date are excluded.
Only sources with at least one client in the selected date range are shown.

Have more questions? Feel free to reach out to us at support@seniorplace.com!