Consultant Portal
The Consultant Portal is your central hub for managing your presence on Leadvisor Global. This guide explains each section of the portal, how to navigate between features, and how to use the dashboard to monitor your activity.
Accessing the Portal
Click your name in the navigation bar and select Consultant Portal from the dropdown menu. The portal opens to your dashboard, which provides an overview of your activity and quick access to all features.
Dashboard Overview
The dashboard displays your key performance metrics at a glance. You can see the count of your published services, reports, and courses, along with your total orders and revenue. These metrics help you track your progress and identify which content types are performing best.
Quick Actions
The dashboard includes action cards that help you complete important tasks. If you have not yet activated your subscription, you will see a prompt to do so. Other action cards guide you to upload your first report, list your first service, or customize your profile. These cards update based on your progress, highlighting the next steps to complete your setup.
Recent Opportunities
The dashboard also displays recent service opportunities posted by clients. This gives you quick visibility into current client needs without navigating to the full opportunities list.
Portal Navigation
The portal uses tabs to organize different sections. Each tab provides access to a specific area of functionality.
| Tab | Purpose |
|---|---|
| Dashboard | Overview of your activity, metrics, and quick actions |
| Services | Create and manage your professional service listings |
| Reports | Upload and manage research reports and analysis |
| Courses | Build and manage video-based educational courses |
| Insights | Publish articles and webinars to share expertise |
| Service Opportunities | Browse client requests for professional services |
| Investment Opportunities | Browse and post investment-related opportunities |
| Orders | View order history, track sales, and monitor revenue |
| Settings | Manage your firm profile and subscription |
The Insights tab contains two sub-sections: Articles for written thought leadership content, and Webinars for video presentations and live events.
Content Status Workflow
All content you create follows a consistent status workflow. Understanding these statuses helps you track where each piece of content is in the publication process.
| Status | Description |
|---|---|
| Draft | Content saved but not yet submitted for review |
| Pending | Content submitted and awaiting platform review |
| Published | Content approved and visible to clients |
| Unpublished | Content removed from public view |
When you create new content, it starts as a Draft. You can continue editing drafts until you are ready to submit. Click Submit for Review to change the status to Pending. After the platform reviews and approves your content, it becomes Published and visible to clients. You can Unpublish content at any time to remove it from public view while retaining the ability to republish later.
Creating New Content
You can create new content from the dashboard using quick action cards, or from any content tab by clicking the Create New button. A drawer panel opens where you enter the content details. Complete the required fields, add any optional information, then save as a draft or submit for review.
Each content type has its own creation form with fields specific to that type. For detailed instructions on creating each type of content, see the dedicated guides for Managing Services, Managing Reports, Managing Courses, Managing Articles, and Managing Webinars.
Managing Existing Content
Each content tab displays a list of your items with their current status. Click on any item to view its full details and access available actions. Depending on the content status, you may be able to edit the content, submit it for review, publish it, or unpublish it.
Published content can be edited, though significant changes may require re-review. Unpublished content can be republished when you are ready to make it visible again.
Tracking Orders and Revenue
The Orders tab provides a complete view of your sales history. You can see each order with its date, the item purchased, the buyer, the amount, and the payment status. Use filters to view orders for specific time periods or content types.
The dashboard also displays summary metrics including total orders, monthly orders, and revenue figures. These help you monitor your performance over time and identify trends in your sales.
For detailed information about payments and earnings, see Orders and Earnings.
Managing Your Profile and Subscription
The Settings tab provides access to your firm profile and subscription management. From here, you can update your firm description, upload or change your logo, modify your service categories and geographic coverage, and access the billing portal to manage your subscription.
For detailed guidance on profile settings, see Profile Management. For subscription details, see Subscription Management.
Browsing Opportunities
The Service Opportunities and Investment Opportunities tabs let you browse requests posted by clients. These opportunities represent potential business for your firm. Filter by service category, country, or other criteria to find opportunities matching your expertise.
When you find a relevant opportunity, you can contact the client through the provided email or start a conversation through the platform. For more information, see Service Opportunities and Investment Opportunities.