My Referrals Dashboard
Maximize your referral network and monitor conversion rates and total balances. Identify top-performing recipients and high-interest products. Use trend analysis to streamline your pipeline and filter by date or rating to focus on what matters most.
Required Editions
For example, a retail personal banker can use the My Referrals dashboard to evaluate the effectiveness of their referral efforts and optimize future submissions. By checking the Conversion by Recipient and Conversion by Expressed Interest sections, the banker can see which colleagues and products that are driving the highest conversion rates and total balance. Use the Referral Details Table to identify under performing or pending referrals, and mobilize immediate follow-up with the Referral Recipient or Owner Name to increase your overall Total Referrals Converted and maximize the business value from your network.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, and Unlimited Editions with the Agentforce for Financial Services Cloud Add-on License. |
Learn about the key metrics on the My Referrals dashboard.
| Metric | Description |
|---|---|
| Total Referrals Sent | Shows the aggregate number of new referrals submitted. Use this metric to track the overall volume of the referral generation efforts. |
| Total Referrals Converted | Shows the total number of referrals that successfully converted into new customers or accounts. Use this metric to measure the ultimate success rate of the referral program. |
| Conversion Rate Percentage | Shows the percentage of total referrals sent that have successfully converted into customers. Use this metric to track efficiency and success of the referral. |
| Total Balance (Converted Referrals) | Shows the aggregate monetary value across accounts opened by converted referrals. Use this metric to measure the total financial value generated by the referral program. |
| Average Days to Convert | Shows the average number of days it takes for a referral to move from submission to conversion. Use this metric to identify the speed and efficiency of the referral process. |
| Created Date (Year - Month) | Shows the time bucket used for trending the referral data, which groups records by the month and year they were created. Use this metric to analyze performance analysis on a monthly and annual basis. |
| Referral Count | Shows the total number of referrals within the currently filtered view or a specific grouping. Use this metric to quantify the volume of the referral segment they analyze. |
| Recipient Conversion Performance | Shows key metrics detailing the success rate of individual referral recipients. Use this metric to identify top performers and areas needing coaching within the team. |
| Referral Recipient | Shows the name of the banker or staff member assigned to work on the referral. Use this metric to track accountability and monitor the workload of individual team members. |
| Referrals Sent Count | Shows the total number of referrals that an individual or source submits. Use this metric to track the contribution of specific individuals or channels to the total referral volume. |
| Referral Details Table | Shows a complete, record-by-record log of all referrals in the pipeline. Use this metric to access specific data points for individual follow-up and action. |
| Created Date | Shows the date the referral record was initially created. Use this metric to track the precise age of the opportunity and calculate other aging metrics. |
| Shows the primary contact email address for the prospect associated with the referral. Use this metric to initiate immediate, direct outreach for follow-up. | |
| Lead Source | Shows the origin or channel from which the prospect was acquired (Website, Referral, Campaign). Use this metric to evaluate the effectiveness of different marketing and acquisition channels. |
| Person Name | Shows the full name of the prospect or individual contact for the referral. Use this metric to personalize communication and ensure accurate identification. |
| Owner Name | Shows the name of the banker or staff member who submitted or is responsible for the referral. Use this metric to track accountability and monitor the workload. |
| Phone | Shows the primary contact phone number for the prospect associated with the referral. Use this metric to initiate immediate, direct outreach for follow-up. |
| Rating | Shows a qualification score or assessment of the prospect's likelihood to convert (Hot, Warm, Cold). Use this metric to identify the quality of the referral and prioritize high-potential opportunities. |
| Status | Shows the current stage or state of the referral (Open, Converted, Disqualified). Use this metric to track progress and determine the appropriate next action. |
