All Collections
Providers
Managing your Sortlist settings
Mastering your new Sortlist Dashboard
Mastering your new Sortlist Dashboard

Experience the Exciting Transformation of Sortlist’s Dashboard

Macarena Vayá avatar
Written by Macarena Vayá
Updated over a week ago

Your Sortlist's dashboard has undergone an exciting transformation, empowering you to create a profile that clients will fall in love with at first sight. With a range of innovative features, enhancing your matching opportunities, boosting your presence in directories and improving your overall performance will be easier than ever.

In this article, we will explore the key elements of the new dashboard and show you how it will guide you through the essential steps to building an outstanding profile.

Content:


ℹ️ New module’s overview

We've revamped the look of our modules cards, merging them into a consolidated format at the top of the dashboard. Now you have quick access to the information you need from each module.

Information displayed on the visibility card:

  • Number of directories where your company is present

  • Average position in those directories

  • Conversions on your profile in the last 30 days. Conversions include: direct messages, website visits and social media visits.

Information displayed on the opportunity card:

  • Total number of New opportunities waiting for you to take action.

  • Total number opportunities that are still Open.

  • Total number of Won opportunities.

🚦Profile Quality Index

Knowing where your agency stands in terms of performance and quality is the first step towards optimization. Sortlist's new dashboard allows you to know your PQI level—an insightful assessment of your agency's current status.

The levels range from Beginner to Satisfactory, Good, Great, and Outstanding, and allow you to get valuable insights into your agency's strengths and areas for improvement. Uncover strategies to elevate your agency's PQI and position yourself as a top performer in the industry.

🎯 New PQI subscores breakdown with tasks

Dive deeper into your profile's performance with our subscores and task breakdown. Uncover which areas need improvement and which ones are already excelling. Our detailed analysis will guide you towards optimizing your profile's impact and attracting the right clients.

Here is a breakdowns of the 5 subscores your PQI is made of:

  1. Transparency: Includes comprehensive company information to create a strong first impression as well as location and contact information.

  2. Talent: includes a detailed description of services and skills to effectively communicate your range and expertise of offerings. Provide transparency by detailing your pricing structure.

  3. Team: introduce your team members to build trust and establish a personal connection.

  4. Portfolio: showcase your works to provide tangible evidence of the quality of services.

  5. Trust: build credibility and convince visitors about the quality of your work with reviews from your clients and awards.

As you progress through the PQI checklist, your score will increase. Celebrate milestones along the way and build a strong profile ready to convert visitors into leads!

🤓 Do you want to know more about your PQI and how to improve it? Check out this article.

✅ Actions to take

This section will show you a list of all the tasks you need to complete, along with a direct link to complete them.

The main goal is to make it quick and easy for you to seize opportunities by eliminating the need to navigate through different parts of your profile and provide valuable insights into the actions you can take to continually enhance your performance in your profile.

We Value Your Feedback!

As always, if you have any questions or suggestions, our support team is here to assist you. Let's make your profile-building journey more efficient, organized, and successful!

Discover You New Dashboard Today ✨

Did this answer your question?