Referral Partner Performance Reporting in Shape
Reporting and Analytics
Review pipeline activity and team performance with easy reporting tools.
Referral Partner Performance Reporting in Shape
In addition to tracking referrals directly within individual referral partner records, Shape provides global reporting that gives you visibility into referral performance across your entire system.
Global Referral Partner Reporting
Shape’s referral partner reports show performance across all referral partners based on the date range you select. This allows you to quickly understand which partners are generating the most activity and how those leads are performing.
- Referral partners ranked by activity
- Associated companies tied to each partner
- Date-based performance filtering
Lead Volume and Pipeline Progression
Referral partner reports break down how many leads are coming from each partner and how those leads are progressing through your pipeline. This helps identify both volume and quality.
- Total leads generated per referral partner
- Pipeline stage progression tracking
- Visibility into conversion movement
Referral Quality Insights
By reviewing how referral leads move through your selected pipeline stages, you can evaluate lead quality and prioritize the partners driving the strongest outcomes.
- Quality indicators based on pipeline advancement
- Comparative performance across referral partners
- Data-driven partner prioritization
Why This Video Matters
This video explains how Shape’s referral partner reporting helps you evaluate referral performance, measure lead quality, and make informed decisions about where to focus relationship-building efforts.
