What the program made, and what it cost.
Referrals generated, jobs closed, revenue produced, rewards paid, and the return on that spend.
5
Core metrics
4
Date ranges
Real time
Updates
Revenue against reward spend
The two numbers that matter side by side, by month, so you can see whether the program is carrying itself.
Cost per acquired customer
Total rewards paid divided by jobs won. Put it next to what you currently pay per lead and the comparison makes itself.
Your best advocates, ranked
Who sends the most referrals, who sends the ones that close, and how much each has earned. Useful for knowing who to call at Christmas.
Any window you need
Thirty days, ninety days, twelve months, or all time. Every metric recalculates against the range.
Webb Heating & Air
Last 90 days
Referral revenue
$48,250
Referrals
126
Won jobs
42
Rewards paid
$4,850
ROI
9.9x
Pipeline
New → Contacted → Won → Reward sent
| Referral | Referred by | Job | Value | Status |
|---|---|---|---|---|
| Jordan Ellis | Dana Whitfield | AC replacement | $8,450 | Reward sent |
| Naomi Frost | Priya Raghunathan | Ductwork repair | $3,120 | Reward sent |
| Elliot Vance | Sofia Marchetti | Full system install | $12,800 | Won |
| Rafael Moreno | Sofia Marchetti | Mini-split install | $6,900 | Quoted |
More of the product
Referral campaigns
One campaign reaches your whole list over SMS and email, personalized with each customer's own referral link.
Referral tracking
Every customer gets a unique link, so attribution is automatic. Referrals move through a pipeline you can actually work.
Automatic rewards
ReferXpert calculates what's owed, tells your customer, and sends the payout — without anyone opening Venmo.