About this tool

Mid-year is when relationship business quietly falls behind, because nobody is counting it separately. Transactions close, the year feels busy, and the referral column never gets its own line.

This calculator shows the gap between the relationship closings you have landed and the ones you still need, then paces the remainder across the months left so you know what this month is supposed to produce.

Use it in June and again in September — early enough that the answer is still actionable.

Part of the Referral Edge™. Free, no signup.