# See which referral source brings in the most revenue

> One prompt turns a plain list of jobs into a clickable view of where your money really comes from.

Keep a sheet of projects with what each one earned and how the client found you. Sheets canvas turns it into a clickable view of revenue by referral source.

- Page: https://thesolocreators.com/prompts/sheets-canvas-revenue-by-referral-source/
- Category: Make smarter decisions
- Made for: Coaches, Consultants, Small business owners
- Works in: Gemini
- Time: About 15 minutes
- Effort: A few steps
- Note: Sheets canvas needs Google AI Pro or Ultra, or a Workspace Business or Enterprise Standard or Plus plan.
- Published: 2026-11-03

## How can I see which referral source makes me the most money?

Put your projects in a Google Sheet with revenue and how each client found you, then ask Sheets canvas to build a view of revenue by source. As of November 2026, Sheets canvas needs Google AI Pro or Ultra, or a Workspace Business or Enterprise Standard or Plus plan. It fits best if you already log every project in one sheet. If your sources are written in different ways, the prompt asks Gemini to group the obvious matches first.

## The prompt

Fill in the parts in [square brackets], or leave them and the AI will ask you for them.

```text
Using the data in this sheet, build an interactive view of my revenue by referral source. Each row is one project with these columns: [YOUR COLUMNS, e.g. client, date, revenue, how they found me]. Group sources that are clearly the same, like "IG" and "Instagram". For each source, show total revenue, number of projects and average project value, sorted from highest total revenue down. Let me filter by [TIME PERIOD, e.g. last 12 months] and click a source to see its projects. At the top, add a short note that names my strongest source, my weakest one, and any source where one or two big projects make the total look better than it really is. Don't change my original data.
```

## Step by step

1. Open your project list in Google Sheets with columns for client, revenue and referral source
2. Click Insert, then Create a canvas
3. Paste the prompt below into the Gemini box and fill in the details
4. Click a source on the canvas to see its projects, then fix any messy entries in the sheet

## What you'll get

An interactive canvas on top of your sheet with revenue, project count and average value per referral source, plus a short note on where to focus.

## Good to know

**How can I see which referral source makes me the most money?** Put your projects in a Google Sheet with revenue and how each client found you, then ask Sheets canvas to build a view of revenue by source. As of November 2026, Sheets canvas needs Google AI Pro or Ultra, or a Workspace Business or Enterprise Standard or Plus plan. It fits best if you already log every project in one sheet. If your sources are written in different ways, the prompt asks Gemini to group the obvious matches first.

**Which AI tools does this work in?** It works in Gemini. On this page, one tap copies the prompt and opens the app, so you just paste. Sheets canvas needs Google AI Pro or Ultra, or a Workspace Business or Enterprise Standard or Plus plan.

**How long does it take?** About 15 minutes. It's rated "A few steps". There are 4 steps, listed above.

**What do I need before I start?** Just your details for 2 blanks: your columns and time period. You can skip any, and your AI will ask for them.

**What will I get back?** An interactive canvas on top of your sheet with revenue, project count and average value per referral source, plus a short note on where to focus.

Idea spotted on X, shared by @GoogleWorkspace: https://x.com/GoogleWorkspace/status/2117301461029634216. The prompt is The Solo Creators' own version.

## Go further

Ready-made skills in the Solo Creators AI Studio (https://thesolocreators.com/studio/) that fit this: Board of Advisors (Convene seven AI advisors who debate your decision, vote, and hand back a stress-tested verdict); Fact Checker (Every quote, number, date, and link in your draft checked against its real source, with the fixes handed back as tracked changes you accept or reject).

From AI Use Cases and Prompts by The Solo Creators: https://thesolocreators.com/prompts/. Free to use; please link back to the page when you share it.