Referral Rock

Manual referral tracker

A free spreadsheet for tracking referrals by hand, create codes, log referrals as they arrive, and keep everything in one central sheet.

Get the tracker

  • A sheet for creating and assigning referral codes
  • A log for recording referrals as they come in, including offline ones
  • One central place to see every referrer and referral
  • Instructions for setting it up and keeping it current
Excel spreadsheet (.xlsx)

No form, no email. The file downloads straight from this page.

Download the spreadsheet

Excel spreadsheet (.xlsx)

How the tracker works

1

Download the spreadsheet

One click, no form. The tracker downloads straight from this page as an Excel file.

2

Assign a code to each person

Give each referrer a unique code to share when they send someone your way.

3

Log each referral as it arrives

Record which code brought in each referral so you can track and reward your top referrers.

When manual tracking makes sense

A spreadsheet works fine at low referral volume and costs nothing. It lives on your computer or in Google Drive, and you control every cell. The trade-off is that someone has to remember to log every referral, and referrers can't see their own status without asking you.

When volume grows or rewards need to go out on schedule, that is the moment where referral software starts paying for itself. It logs referrals automatically, shows referrers their progress, and handles reward payouts without manual work.

Frequently asked questions

A spreadsheet for running referrals by hand, assign codes to referrers, log each referral, and see totals in one place.
When volume is low and one person owns the process. It breaks down when referrals arrive through many channels or rewards need to go out on time.
Yes. It downloads straight from this page, no form, no email, no credit card, and you can use it for as long as you want.
It is a standard spreadsheet file that opens in Excel and can be imported into Google Sheets.

When referrals start coming in regularly

Referral Rock logs referrals automatically and shows referrers their status in real time. When a spreadsheet gets outgrown, software takes over. Book a demo to see how it works.