Orders and Earnings
Track your sales, orders, and revenue on Leadvisor Global. This guide explains how to monitor your earnings and view order history.
Accessing Orders
Go to your Consultant Portal and click the Orders tab. This displays your order history and provides access to sales statistics.
Order Statistics
Your dashboard and Orders tab display key metrics about your sales performance.
| Metric | Description |
|---|---|
| Total Orders | All-time count of orders you have received |
| Monthly Orders | Orders received in the current month |
| Weekly Orders | Orders received in the current week |
| Total Sales | All-time revenue from sales |
| Monthly Sales | Revenue in the current month |
| Weekly Sales | Revenue in the current week |
These metrics help you track performance over time and identify trends in your sales.
Revenue by Content Type
Track which content types generate the most revenue. Your services, reports, and courses each contribute to your total earnings. Understanding which offerings perform best can inform decisions about what content to prioritize.
Order History
View your complete order history in the Orders tab. Each order shows the order date, the item purchased, the buyer, the amount, and the payment status.
Use filters to narrow your view by date range or content type. This helps you analyze performance for specific periods or categories.
Custom Pricing Orders
When you offer custom pricing through Conversations, purchases at custom prices are tracked the same way as standard orders. The order history shows the custom amount charged. Custom price orders contribute to your total sales metrics and overall earnings.
Tax Considerations
Maintain appropriate records for tax purposes. Your order history provides transaction documentation for reporting.
You are responsible for reporting income and complying with tax regulations in your jurisdiction. Consult a tax professional for guidance specific to your situation.
Optimizing Revenue
Content Strategy
Diversify your offerings across services, reports, and courses to reach different client needs. Update existing content regularly to maintain value. Monitor which content sells best and consider creating more in successful categories.
Pricing Strategy
Price content competitively based on the value provided. Research comparable offerings in your market. Consider the depth and exclusivity of your content. Be willing to adjust pricing based on market response.
Client Relationships
Quality work leads to repeat business and referrals. Communicate professionally throughout engagements. Follow up after completing services. Satisfied clients may purchase additional content or refer colleagues.
Visibility
Publish articles and webinars to build your reputation and drive interest to paid offerings. Complete your profile thoroughly so clients searching for your expertise can find you. Accurate tagging on your content improves discoverability.