A free Google Sheets and Excel template that logs referrals both ways and calculates every fee owed. No email required.
One row per referral: date, direction, who, partner, deal status and value, fee type, fee owed — auto-calculated — fee status, date paid.
Auto rollups per partner: referrals given and received, conversion rate, fees owed to you, fees you owe, net position. Model the take-home with the partner earnings calculator.
Totals at a glance: open pipeline, won value, fees owed to you, fees you owe, outstanding balance, monthly trend. Price the untracked introductions with the referral ROI calculator. The share of new customers in that total is the referral rate.
A one-minute guide to copying the sheet, customizing the dropdowns, and reading the dashboard.
Every template on Etsy tracks one direction — the fees you're owed. Real referral relationships run both ways: you send work too, and you owe fees too. This tracker logs both and nets the balance per partner. The email that sends the work starts from an introduction email template.
What templates like this sell for on Etsy. Ours is free, and it tracks both directions.
Open in Google Sheets and copy to your Drive, or download for Excel.
Set fee types and statuses to match your own terms.
One row per referral, given or received. The fee owed calculates itself.
Know the balance before your next partner conversation.
The spreadsheet only knows what you remember to type. Kai catches referrals in your inbox and logs them before you'd have opened the file.
Already outgrown the sheet? How to move it into a system without losing history, introducer links and payables included.
The fork after the sheet is CRM vs PRM. Pricing for the system that replaces it is active referrals pricing.
Every row is typed by you, or it doesn't exist.
"Any news on that intro?" still lands in your inbox.
Nothing chases an outstanding balance except you.
This tool is for general informational purposes only and does not constitute financial, legal, or tax advice. Results are estimates based on the inputs you provide and published industry conventions. Consult a qualified professional before making compensation decisions.