> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Partner Performance
> The referral partner analytics dashboard in Leaf360 Mortgage CRM: what each number actually measures, how tiers are calculated, and which controls affect which panel.
Partner Performance is the analytics view built on the same referral data as [Partners Overview](/mortgage-crm/partners-overview), but calculated across your whole company instead of just a page of contacts. Come here to rank partners, see the conversion funnel, and find out which kind of partner is worth the most to you.
Open it from **Partner Performance**, nested under **Partners Overview** in the **Referral Partners** group in the sidebar.
This is a paid-plan feature. On the free plan, the whole screen is replaced by a lock screen labeled **PAID PLAN FEATURE**, headed **Partner Performance requires an upgrade**, and reading **Partner performance analytics are available on Leaf360 paid plans.** It lists **Referral partner rankings**, **Production and conversion metrics**, and **Partner pipeline insights**, with **Upgrade to unlock** underneath. There's no partial view — it's all or nothing.
## What the whole screen is counting
Every panel is built from one group: leads in your company that name a business contact as their referring partner and haven't been trashed. A lead with no partner credited on it is invisible here, no matter what else is true about it. See [Partners Overview](/mortgage-crm/partners-overview) for how that credit gets set.
Unless you're an administrator, that group narrows further to partners you're attached to — contacts where you're the assigned loan officer, one of the other loan officers, a collaborator, the account executive, or the person who created the record. Two people on the same team can see different numbers here and both be right.
A loan counts as **closed** when its status is **Funded**, **Closed**, **Loan Finalized**, or **Broker Check Received**. Nothing else counts, and volume follows the same rule.
## The header
The heading reads **Partner Performance**, with **Track and analyze your referral partner performance** underneath. Two controls sit on the right.
**The time period selector** offers **Last 7 days**, **Last 30 days**, **Last 90 days**, **Last 12 months**, and **Year to date**, and starts on **Last 12 months**.
The time period only affects the **Performance Trends** chart. The four cards, the conversion funnel, **Top Referrers**, **Partner Tiers**, **Performance by Partner Type**, and **All Top Performers** are all-time numbers — they don't move when you change it.
**The refresh button** reloads the four cards and the conversion funnel. The other panels keep what they already have until you reload the page.
## The four cards
| Card | What it measures |
| --------------------- | --------------------------------------------------------------------------- |
| **Active Partners** | How many distinct business contacts have at least one lead credited to them |
| **Partner Referrals** | How many leads are credited to a partner |
| **Closed Loans** | How many closed loans sit behind those leads |
| **Closed Volume** | The combined amount of those closed loans |
**Active Partners** is worth reading carefully — it has nothing to do with the **Active Partner** contact stage. A contact sitting at **Prospect** with one credited lead counts here; a contact promoted to **Top Partner** who's never been credited with anything doesn't.
Counts over a thousand are abbreviated, so twelve hundred referrals shows as `1.2K`. Dollar amounts are abbreviated the same way as elsewhere: `$1.2M` and `$450K`.
## Conversion Funnel
Four boxes in one card, each showing the percentage of leads that reached it (starting from the second box):
| Box | What it counts |
| ----------------- | --------------------------------------------------------------------------- |
| **Leads** | Every partner credited lead. The same number as **Partner Referrals** above |
| **Prequalified** | Leads flagged as prequalified |
| **Loans Created** | Leads that have had a loan created from them |
| **Closed** | Closed loans behind those leads |
Every percentage compares against the **Leads** number, not against the box before it. **Closed** counts loans, not leads, so a lead that produced more than one closed loan can make the last box outnumber the boxes above it.
## Top Referrers
A leaderboard of your best-performing partners, five rows deep, with **Best performing referral partners** under the title. First place gets a crown, second a medal, third a trophy, and the rest just get a number.
Each row shows the partner's photo, their name with a small tier tag beside it, their contact type and company underneath, and on the right their closed volume with the closed loan count and conversion rate below it. The arrow at the end opens their contact record.
**Sort by** offers **Closed Volume**, **Total Leads**, **Closed Loans**, and **Conversion Rate**, and starts on **Closed Volume**. Changing it re-ranks the leaderboard and the table at the bottom of the page together, since both read the same ten partners.
It shows **No partner data available** when nothing qualifies.
## Partner Tiers
A ring chart showing how your partners fall across five tiers, with **Based on closed volume & loans** under the title and a legend underneath listing each tier's partner count and combined closed volume. Hover a legend row to see that tier's rule.
| Tier | Rule |
| ------------ | --------------------------------------------------------------- |
| **Platinum** | \$5.0M or more in closed volume, **or** 25 or more closed loans |
| **Gold** | \$2.0M or more, **or** 12 or more closed loans |
| **Silver** | \$500K or more, **or** 8 or more closed loans |
| **Bronze** | Has closed loans but is below the Silver rule |
| **New** | No closed loans yet |
The rules use **or**, not **and**, so a partner reaches a tier by meeting either measure. **New** also includes every active business contact with no credited lead at all, which is usually why it's your largest slice — and why the partner count on this chart runs well ahead of the **Active Partners** card. Tiers with nobody in them are left off the chart entirely.
The tier tag beside a partner's name in **Top Referrers** and in the table at the bottom is a different thing. That tag reflects the **Tier Level** field on the contact record, which someone sets by hand, and shows nothing when the field is blank. The ring chart, on the other hand, is calculated from actual closed production. The two can disagree — and when they do, the chart is the one describing reality.
## Performance Trends
An area chart with two lines, **New Leads** and **Closed Loans**, over the period you chose in the header. This is the only panel the time period selector affects.
The grouping changes with the period: seven and thirty days are grouped by day, ninety days by week, and twelve months and year-to-date by month. On monthly periods, the axis shows month over year, so March 2026 reads `03/26`. On daily periods, every point in the same month carries that same month's label — so hover over a point to see its exact date.
It shows **No trend data available** when there's nothing in the window.
## Performance by Partner Type
A horizontal bar chart of closed volume by contact type, labeled **Closed volume by partner category**. One bar per contact type with at least one credited lead, with the axis shown in abbreviated dollars.
This is the same idea as the panel with the same name on [Partners Overview](/mortgage-crm/partners-overview), but it's not the same number. That one shows referral counts across a fixed list of nine types, over a page of contacts. This one shows closed volume across whatever contact types you actually have, across your whole company.
## All Top Performers
The table at the bottom, labeled **Complete leaderboard of referral partners**, with these columns:
| Column | What it holds |
| -------------- | ------------------------------------------------------------------------------------------ |
| **Rank** | Position under the current sort, with the same crown, medal and trophy for the first three |
| **Partner** | Photo, name, tier tag and company |
| **Type** | The contact type |
| **Leads** | Leads credited to them |
| **Closed** | Closed loans behind those leads |
| **Volume** | Their closed volume |
| **Conv. Rate** | Closed loans divided by leads, to one decimal place |
| **Avg Loan** | The average loan amount across their credited leads |
The label says complete, and the table holds ten rows. It's the same ten partners shown in **Top Referrers**, which shows just the first five of them, ordered by whatever **Sort by** is set to. To see a different ten, change the sort.
**Avg Loan** averages the loan amount across all of that partner's leads, including leads with no amount attached — which pulls the average down. It's not the average of just their closed loans.
## Common problems
Only **Performance Trends** uses the time period you pick. Everything else on the screen is all-time.
It's not meant to match. It counts partners with at least one credited lead, no matter what stage they're at.
The tag reflects the **Tier Level** field on their contact record, set by hand. The chart is calculated from closed volume and closed loans. Update the field on the contact if you want the two to match.
No lead in your company has a business contact credited as its referring partner — or none of the ones that do belong to partners you're attached to. Credit a lead through its **Source** block and the numbers will follow.
Only loans at **Funded**, **Closed**, **Loan Finalized**, or **Broker Check Received** count. Anything still in process adds nothing.
Administrators see the whole company. Everyone else only sees partners where they're the assigned loan officer, another loan officer, a collaborator, the account executive, or the creator.
## Related
* [Partners Overview](/mortgage-crm/partners-overview)
* [Contacts](/mortgage-crm/contacts)
* [Sales Pipeline](/mortgage-crm/sales-leads)
* [Loans](/mortgage-crm/loans)
* [Leaf360 Mortgage CRM](/mortgage-crm/overview)