📊Manage Insights

Manage Insights

Welcome to the Manage Insights section of the RefrMe Customer Documentation! This guide will help you leverage RefrMe's comprehensive insights and analytics to optimize your referral program and drive growth. Here’s an overview of the key functionalities you'll find in this section:

New Referrals

Track the number of new referrals added to your system. Monitor growth and identify trends to optimize your referral strategies.

New Customers

Keep an eye on the number of new customers acquired through referrals. Understanding customer acquisition rates helps you gauge the effectiveness of your referral program.

Avg Referral Per Customer

Analyze the average number of referrals generated per customer. This metric helps you understand customer engagement and identify your most active referrers.

Referral Conversion Rate

Measure the percentage of referrals that convert into customers. A high conversion rate indicates a successful referral program and effective incentives.

Referral Champions Hint

Pro Tip: Celebrate your top referrers by recognizing Referral Champions each month. Reward the customers who bring in the most referrals with a bonus, gift card, or other special incentives. This recognition can encourage continued engagement and inspire other customers to participate actively in your referral program.

Referral Champions

Highlight your best referring customers. Recognizing and rewarding your top referrers encourages continued engagement and boosts overall referral activity.

Sales Competition Hint

Pro Tip: Boost your referral numbers by creating a monthly sales competition. Reward the team member who secures the most referrals with a bonus, gift card, or other exciting incentives. This friendly competition can motivate your sales team to actively seek out referrals and drive sales growth.

Referrals by Employees

Identify your best-performing salespeople and understand what they are doing to drive sales throughout the team. Learn from their strategies to improve overall team performance.

Value of Open Referrals

Determine the cash value of open referrals. This metric helps you understand the potential revenue from referrals still in progress.

Value of Closed Referrals

Calculate the cash value of closed referrals. This data provides insight into the actual revenue generated through your referral program.

Recent Referrals Feed

Stay updated with a feed of recent referrals for quick action. Respond promptly to new referrals to ensure a seamless and efficient referral process.

Referral Status Breakdown

Gain actionable insights for your sales team with a detailed breakdown of referral statuses. This information helps prioritize follow-ups and optimize the referral pipeline.

Monthly New Referrals

Compare referral volume month-to-month to determine which incentive and referral strategies work best. Adjust your approach based on these insights to maximize referral success.

By utilizing these features, you can gain valuable insights into your referral program, recognize top performers, and make data-driven decisions to enhance your overall strategy. Maximize your referral program’s potential with RefrMe's comprehensive insights and analytics tools.