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.
Revenue — Frequently Asked Questions
How does RQ track revenue?
RQ enables firms to track the revenue generated from referral activity, providing visibility into the commercial value of your referral relationships. Revenue tracking capabilities: • Outcome recording – Log when a referral results in a new engagement • Value attribution – Record the fee or revenue value associated with each referral • Status updates – Track referrals through Introduced, Engaged, and Completed stages • Aggregated reporting – See total revenue by relationship, time period, or team How it works: When a referral reaches a successful outcome (client engagement), you can record the associated value. RQ then aggregates this data to show: • Revenue generated from each referral relationship • Total referral revenue over time • Average referral values • Revenue trends and patterns Why track referral revenue: Understanding the financial impact of referrals helps you: • Identify your most valuable relationships • Justify investment in referral activity • Calculate ROI from partnership development • Make informed decisions about where to focus Revenue tracking is optional – you can use RQ purely for referral management without recording financial data if you prefer.
Is revenue optional?
No. Firms choose whether and how to record commercial data based on their needs.
Can we see which partners generate value?
It shows which relationships generate value and supports better commercial decisions.
Does this support commercial decisions?
Yes. The revenue data supports commercial decisions by informing where to invest your time and develop relationships.