What is the client portal and what can my client see there?

What your client sees at the top

Your logo when you have uploaded one, then Live results dashboard with your company name, then the business name. Under that, Working together since and the date you promoted them, and once there is a measurement, · last measured and that date. Download PDF sits below that line.

The five tiles

Each tile shows the number from the most recent measurement:

• Open problems: how many problems that measurement found.
• Google rating: the star rating, for example 4.6★.
• Google reviews: how many reviews the listing has.
• Google position: where their website comes up in Google's results for the keyword and location you track for them, for example #3. It shows a dash for a client with no website, and for a website that does not come up in those results.
• Site speed score: out of 100, for example 82/100.

A tile shows a dash until there is a number for it. Once a tile has a number from two measurements, a small trend line draws under it, green when it is moving the right way and red when it is not. A tile whose number was missing from earlier measurements has no line yet.

Map history and monthly reports

Where customers find you on the map appears once at least one measurement included a map scan. It shows up to the last 6 scan grids, each with its date and how many of the 25 checked points found the business, for example 18/25.

Monthly reports lists up to the last 12 months, newest first, each with the month and its written summary. Details opens that month's wins and its numbers table, and the button then reads Collapse. Download PDF at the top saves the page as it stands, which is covered in how your client downloads the portal as a PDF.

The page closes with a line saying every number on it is a real measurement with a date on it, and that it was prepared for the business by your company.

What your client does not see

The Evidence Vault, Upsell Radar and the Watching list never reach the portal. Your client sees how many open problems there are, not which ones you plan to sell or what you would charge. See does my client see Upsell Radar or the Watching list.

Good to know

• The link is permanent and has no password, so anyone your client forwards it to can open it.
• With White Label set up, the link uses your own domain.
• Legiit Leads does not tell you when your client opens the portal, unlike the read alerts on a prospect's proof page.
• Your company name comes from Company Name in the Your Agency card in Settings. Without one, the header reads Your Marketing Partner.
• The same link is behind the View My Live Dashboard button in every monthly report email you send.

If the link shows This dashboard is no longer available., the address did not arrive in full. Copy it again from the Client Portal card and resend it.