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.
How does RQ track revenue?
Category: 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.