Envision Cloud User Guide

Client Referral Tree

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Client Referral Tree

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Client Referral Tree

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This report is available in the Preferred edition of Envision Cloud. You can upgrade your account on the Account Subscription page.

 

This report shows a visual breakdown of referrals made by a single client and the money earned by those referred clients. This report is useful to see the value of referrals by specific clients.

 

Options Include:

 

oSingle Client Selection

 

This report displays the following information:

 

oClient Name
oAmount Spent by Client
oAmount Spent by Referred Clients

 

Report Example:

 

client_referral_tree