Quick tour of the interface

Last updated: July 11, 2025

Overview
This two minute tour shows where to find key features: dashboards, data uploads, task reviews, and Ask R+1 chat.

Key areas

  • Left navigation houses Overview, Data, Users, Branches, Tasks, and Ask R+1.

  • Home dashboard surfaces KPIs such as Recommended tasks, Potential earnings, Potential losses, and Acceptance rate.

  • Tasks page lists every recommendation with powerful filters.

  • Right side panel shows Pending Approvals so High priority tasks are always visible.

Screenshot 2025-06-30 at 10.28.25 a.m..png

When starting to use R+1 for the first time, the app will appear empty and will prompt the first actions as follows:

Screenshot 2025-07-11 at 2.01.09 p.m..png

Tip
Use Quick navigation (cmd+K or ctrl+K) to jump to any side-bar information without clicking through menus.