Referral Analytics & Reciprocity
Gain deep insight into your MSP referral program — partner-sourced recurring revenue, top partners, conversion rates, and a give/get reciprocity ledger — all in real-time dashboards. Finally see what your referral channel is actually worth.
Real-Time Referral Dashboards
Monitor the health of your referral program at a glance. Compare referral sources — clients, vCIOs, peer MSPs, and vendor partners — side by side. Track active partners, recurring revenue by source, and conversion rates to make informed, data-driven decisions.
Total Revenue
$284K
+18%
Active Partners
1,247
+23%
Conversion Rate
4.8%
+0.6%
Avg Deal Size
$2,140
-2%
$112K
$86K
$58K
$28K
BluePeak Networks
$42,800
9
Dr. Anand Mehta
$38,200
12
Sandler vCIO
$31,500
7
Datawatch ISV
$24,100
6
Cedar Law LLP
$19,800
4
Leaderboards & Reciprocity Ledger
Identify your most valuable referral partners — and keep partnerships honest with the reciprocity ledger. See who sends you business versus who you send it to, flag takers-vs-givers, and get nudged on meeting cadence so relationships stay balanced. A spreadsheet can't do this.
Customizable Referral Reports
Generate detailed reports to analyze referral trends, compare ROI by partner source, and share insights with stakeholders. Export your data to CSV for further analysis or your next board deck.
Revenue Share
Key Insights
vCIO referrals have the highest ROI at 8.2x — deepen those relationships
Peer-MSP LTV ($5.8K) is 2.7x higher than client-referral LTV
Vendor-partner source trending down — time to re-engage
Related Resources
Explore related content to learn more
Partner Analytics Guide
How to track and optimize the performance of your referral program
Partner Scorecard Template
Download a template for evaluating referral partner performance
Partner Lifecycle Management Guide
Complete guide to tracking referral partner performance metrics
Partner Portal
Give every referral partner access to their performance dashboards
Commissions
Track recurring-commission performance and ROI by partner
Referral Logging & Attribution
Log referrals and attribute the recurring revenue they generate