Referral Tracker
Track incoming leads by source and move them through the pipeline
House 1 — Bed Occupancy
Filled
—
occupied
Move-in Pending
—
reserved
Available
—
of N beds — M remaining
Inquiries — This Week
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Move-in Pipeline
Inquiry
—
new leads
Confirmed
—
contacted
Move-in Pending
—
touring
Moved In
—
converted
House 1 — Resident Retention
Record an exit →Longest Tenure
—
days
Active Residents
—
in House 1
Past 90 Days
—
≥ 90 days
Past 30 / 60 Days
—
≥ 30 / ≥ 60 days
Graduated
—
completed program
Departed
—
relapse / relocation / admin / other
Pipeline Summary
Total Referrals
—
all time
New
—
not yet contacted
Contacted / Touring
—
in progress
Moved In
—
converted
Lead Freshness
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Partner Inquiries
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Intake Funnel & Source Breakdown
Inquiries Received
—
→ —%
Tours Booked
—
→ —%
Move-ins Completed
—
Overall Inquiry → Move-in
—%
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By Partner Deep-Link
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Partner Attribution Summary
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Attribution by Source × Status
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Filter:
| Name | Phone | Source | Partner | Status | Contacted | Notes | Date Added | Action | |
|---|---|---|---|---|---|---|---|---|---|
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