Viewing Referral Data in the Hub

Frontline staff are the lifeblood of a financial institution. Knowing if and when your staff are having Autobooks conversations can inform how you activate this crucial group: from staff training to incentive campaigns to performance reviews.

Small business referral data is accessible by users with Admin role types. This information is more robust than a simple list of customers that were referred to use Autobooks technology.

All data is available for download to a .CSV format. Click the download button in the upper right corner of the data table to download an export. 

Admins can take advantage of the data in a number of meaningful ways, including:

• Identify customers that do (or don't) take payments via Autobooks for follow-up;
• Identify which regions and/or branches are performing well in the program (and identify those that need some help);
• Target additional product or sales training for those that need it most;
• Evaluate an incentive program for frontline staff to promote Autobooks frequently

You are also able to drill into a specific customer record (click here to jump to the instructions).

Accessing Small Business Referral Data

To view your small business data, log into the Hub click on the Referral Tracking tab.

Each line item represents a customer that has had an Autobooks conversation with your frontline staff. You'll see the following information for each small business customer in your list, along with a Search bar at the top to locate a specific item:

• Status - this is the status of the customer's enrollment, payment enablement, and usage of Autobooks.
• Referral ID - the unique identifier Autobooks has assigned to this referral (this is NOT the same as the SMB ID).
• External ID - your financial institutions' unique identifier for the customer.
• Referred on - the date your employee entered the referral into the Hub.
• Business - name of the customer's business.
• Contact - the name of the business' primary admin.
• Email - the email address of the Contact name.
• Phone - the phone number of the Contact name.
• Matched on - the data Autobooks used to match the referral to an actual small business in our database.
• Match date - the date the referral was matched to a small business customer record in the Autobooks database.
• Onboard Date - the date the customer accepted Autobooks' terms and conditions.

• Referrer first name - the first name of the referring employee.
• Referrer last name - the last name of the referring employee.
• Referrer email - the email address of the referring employee.
• Referrer code - the referring employee's ID in your system.
• Employee cost center
• Integration Name - applicable if your financial institution has multiple banking core transfer sub-companies.
• Integration ID - the ID number for each sub-integration.

Sorting and Viewing Small Business Referral Data

Small business referral data may be sorted and filtered to narrow down results that matter most to you. Each column within the small business data table can be sorted and filtered as needed. Simply click the icon in a column header, and a dropdown of sort/filter options will appear.

Viewing a customer's Company record

You can drill into any Company Name within the Small Business Referral Data to see more detail about that customer's Autobooks journey. 

Click the Company Name to view their detailed record. Click here to read our article on viewing a customer's Company record.