The operating system for introducer-led growth
RQ helps professional firms send, manage, and prove referrals — with built-in compliance, clear tracking, and real visibility across the firm.
Data and Insights — Frequently Asked Questions
What can we measure in RQ?
RQ provides comprehensive measurement and analytics capabilities to help you understand and improve your referral performance. What you can measure: • Referral volumes – How many referrals are being made and received • Lifecycle status – Where referrals are in the process (Introduced, Engaged, Completed) • Conversion rates – What percentage of referrals turn into engagements • Revenue attribution – Financial value linked to referral activity • Relationship performance – Which partners and introducers are most valuable • Team activity – How different individuals and teams are performing Insights and reporting: RQ provides dashboards and reports that give you visibility across the firm, not just individual activity. This helps you: • Identify your most valuable referral relationships • Spot opportunities for improvement • Demonstrate ROI from referral activity • Make data-driven decisions about where to invest time Why measurement matters: Most firms cannot answer basic questions about their referral activity: How many referrals did we make last year? What was their value? Which relationships are strongest? RQ gives you the answers.
Are dashboards available?
Yes. Firms have clear dashboards at individual, firm, and group level.
Can data be exported?
Yes. Data can be exported for reporting and analysis.
Does RQ support historical uploads?
Yes. RQ supports historical uploads using importer tools.