One row for every referral you give or receive. Stamp it as it moves. Tick the thank-you once it is sent. The totals below are worked out only from the rows you enter.
Totals from your rows
Given
0
referrals you passed
Received
0
referrals passed to you
In motion
0
passed, contacted or meeting set
Closed
0
reached a result
Not a fit
0
honestly set aside
Thank-yous owed
0
received, not yet thanked
Value closed
—
in your own units, from rows you gave a value
Balance
Even
No rows yet.
No rows yet. These totals start at zero and only ever count what you enter.
Write a new row
The rows
Showing 0 of 0 rows.
Your referral rows, newest first
Date and way
Member and lead
Status stamp
Thank-you and value
Actions
The first page is blank
Add a row on the left, or load a few illustrative rows to see how the stamps and totals behave. Example rows are marked and can be removed in one click.
Clear every row?
Rows save to this browser as you go.
What the stamps mean
These are this desk’s own labels. Your group may use different words, and that is fine. Pick the stamp that is closest to the truth and keep a note for the rest.
Passed
The lead has been handed on. Nothing has happened yet on the other side.
Contacted
The two people have spoken, written or been introduced.
Meeting set
A time to meet or talk properly is in the diary.
Closed
The referral reached a result you are happy to record, whether that is work agreed or work done.
Not a fit
It was not right for this member. Saying so early is a kindness, not a failure.
How the ledger works
Assumptions
Every total is counted from the rows in your browser. There is no sample data behind them, and no one else’s numbers.
The balance is a glance, not a score. It says how many more you have passed than received, or the other way round.
Thank-yous are tracked for received referrals only. For referrals you give, the note field is the place for what you hear back.
Values are optional, in whatever currency you use, and add up only on rows stamped Closed.
Example rows are flagged and counted like any other row while they are there. Remove them with one button.
Edge cases
Empty names, missing dates or negative values bring up a plain message and nothing is added.
Deleting a row offers an undo for as long as the page is open. Clearing everything can be undone too.
Rows live in this browser on this device. Export a CSV before you clear browser data or change machines.
Spreadsheet formulas typed into a field are neutralised in the export so they open as plain text.
If storage is blocked, a message appears and rows last only until the tab is closed.