Advisor Portal Guide.

How to log in

1. Go to https://app.compoundscale.io/portal/login.
2. Enter the email you signed up with.
3. First time? Hit Forgot password and set one (minimum 12 characters).
4. Change it later from the Account Access section near the top of the dashboard.

What you’ll see when you log in

KPI cards (top of the page)

Your numbers at a glance.

• Total Leads — every lead assigned to you, all-time.
• Appointments — booked count plus showed vs. no-show split.
• Show Rate — percent of booked appointments that actually showed.
• Pipeline Value — estimated annual revenue from closed-won clients.

Ad Spend This Cycle

Bar showing how much of your monthly ad budget has been spent this billing cycle. Yellow at 90%, red over 100%.

All Leads table

The heart of the portal. Six columns per row:

• Lead — name, email, click-to-call phone.
• Timeline — submission date, appointment date, meeting format, join + reschedule links.
• Status — two dropdowns (covered below).
• Qualification — assets, age, score, has-an-advisor flag, concerns they listed.
• Source — which ad, campaign, and funnel they came from.
• Notes — your running notes on the lead.

An orange Update needed badge shows on any lead the system thinks needs action from you.

Buttons at the top of the table

• Export Excel — full lead list as a spreadsheet.
• Print Leads — printable report.

Your tracked booking link

Personal Calendly link with tracking baked in. Use this one in texts and emails so the system attributes appointments to the right ad.

The Status dropdowns

Two per lead. Keeping them current is the single most important thing you do in the portal.

Stage (the bigger dropdown)

• New Lead — just came in, you haven’t reached out yet.
• Contacted — you’ve sent a text, call, or email. Mark this on first touch.
• Qualified — you talked to them and they fit (right age, assets, real intent).
• Appointment Set — booked time on your calendar.
• Appointment Completed — meeting happened.
• Closed Won — they signed on. You’ll get a quick prompt to log estimated AUM.
• Closed Lost — talked, didn’t move forward.
• No Show — booked but didn’t show up.
• Not Qualified — talked and they aren’t a fit (too young, no assets, just curious).
• Bounced — bad number, fake info, totally unreachable.

Meeting Status (the smaller dropdown)

• Not Scheduled — no time booked yet.
• Scheduled — booked, hasn’t happened yet.
• Attended — they showed up.
• No-Show — booked, didn’t show.
• Cancelled — cancelled before the meeting.

Notes field

A couple of lines per lead. What they said, what they need, when to follow up. Click out of the box and it saves automatically. Future you will thank you.

Why this matters

The system watches your statuses. When a lead sits in New Leadtoo long, or an appointment date passes with no outcome logged, you get an automated email asking you to update the portal. That’s why those emails show up. They aren’t busywork. Here’s what depends on you keeping it current:

1. Your next batch of leads. When you update statuses, Meta and our system learn what a real-quality lead looks like for you. Stale data means worse leads next week.
2. Your show rate and pipeline numbers. The KPI cards are only as accurate as your most recent update.
3. Our ability to back you up. If we see appointments dropping or bounce rates climbing, we adjust the ads. Without status updates, we’re flying blind.
4. Attribution. Every closed-won client tied back to its original ad is how we know what to scale for you.

The whole point of the portal is that 30 seconds per lead per day from you keeps the engine running. The system handles the rest.

How to use it

When this happens in real life, here’s what you do in the portal.

• A new lead lands. You’ll get an email. Log in, find the lead in the table. Status stays New Lead until you reach out.
• You text or call them for the first time. Set Stage to Contacted.
• An appointment comes in on your Calendly. Log in, set Stage to Appointment Set and Meeting Status to Scheduled.
• You talk to them and they fit (right age, real assets, real intent). Set Stage to Qualified.
• They showed up for the meeting. Set Stage to Appointment Completed and Meeting Status to Attended. Drop a quick note on what you covered.
• They booked but didn’t show. Set Stage to No Show and Meeting Status to No-Show.
• They cancelled before the meeting. Set Meeting Status to Cancelled. If they want to reschedule, leave Stage on Appointment Set. If they walked away, move Stage to Closed Lost.
• You closed them as a client. Go back to that lead, set Stage to Closed Won. Pick the AUM bucket when the prompt comes up.
• You talked to them but they don’t fit (too young, no assets, just curious). Set Stage to Not Qualified.
• You talked to them and they passed on working with you. Set Stage to Closed Lost. Drop a one-line note on why so we can spot patterns.
• The number’s bad, the info’s fake, or they’re totally unreachable after a full cadence. Set Stage to Bounced.

Quick rule of thumb

• After every touch, update status.
• After every appointment, mark Attended / No-Show / Cancelled and drop a note.
• After a close, mark Closed Won and pick the AUM bucket.

If something on the page is unclear, text Heath. Rather hear it now than have you guess.