R2 University
For leaders
How to do everything in R2, by topic. Search, or pick a tag.
A tour of the leader page
Four sections, top to bottom: office band, R2 contribution, trends, by rep.
leader · scorecard
The office band
Appointments, sales, revenue, and close rate from the scorecard for the window.
leader · scorecard · clik
R2 contribution
Referrals, contest activity, and commissions checked, over the same weeks as the band.
leader · referrals · contests · commissions
Trends and the projection
Solid points are uploaded weeks; the gray tail is a straight-line projection.
leader · trends · forecast
The per-rep table and CSV
The latest week's scorecard beside R2, one row per rep, sortable and exportable.
leader · reps · csv
Scorecard weeks
What one upload adds, and why weekly uploads matter.
scorecard · upload
Fixing a name match
When a rep's Clik name and R2 name differ, match them once.
scorecard · names
Referrals by rep
Who is enrolling partners and who is closing the referrals they get.
dashboard · referrals · reps
Pipeline by rep
Contacts, conversations, and appointments from each rep account.
dashboard · pipeline · reps
Contests by rep
Points and rank for every rep in the contests that overlap the range.
dashboard · contests · reps
Commissions by rep
Lines checked, disputed, and confirmed for each rep in the range.
dashboard · commissions · reps
Choosing a window
Four weeks for the pulse, thirteen for the quarter, twenty-six for the trend.
leader · dates
Which product does what
Five products, one job each, all under one login.
products · family
One login for every product
Sign in to the hub once; Jump in opens each product already signed in.
login · jump in · products
One bill, one card
Every product your office owns lands on one invoice, charged to one card.
billing · card · seats
Adding a rep to every product
Invite once in the hub, then add the rep inside each product that needs an account.
reps · team · invite
When a rep leaves
Remove the login, reassign their work in each product, and the seat drops off.
reps · turnover · team
Where your data lives
Each product keeps its own records; the hub reads numbers and never copies the data.
data · security · ownership
Getting help
This university first, then Support@R2Roadmap.com with the office name and the screen.
support · help