Client Individuals: Referred (PI2185)

This metric is intended to capture the number of unique clients who received the organization’s products or services during the reporting period and who were referred to the organization by other clients of the organization. It is not a measure of foot traffic, nor is it intended to capture the number of consumer transactions. For example, a customer who makes two purchases during a period should be counted only once. Organizations wishing to report on total client transactions should refer to Client Transactions (PI5184).

This metric is intended to capture the unique number of specific individuals served. Organizations should not use any household multipliers when reporting against this metric. If organizations consider entire households to be the customer/client, they can report against Client Households: Total (PI7954) and its associated submetrics.

Many organizations may not be able to report on the number of clients using direct data. For example, organizations that sell solar lanterns through a series of local network distributors might estimate the number of client individuals reached based on the number of units sold. Organizations should footnote details on how and why these assumptions were made.

For healthcare providers, “client individuals” refers to patients. For housing providers, “client individuals” refers to residents or tenants.