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Pro Dashboard Overview

4 min read

Overview

The Pro Dashboard is your command center as a Riafin advisor. Manage leads, buy prospects, edit your public profile, handle billing, download invoices, and more—all from one place.

About the Pro Dashboard

The Pro Dashboard at /pro/dashboard/home is the central hub for all advisor activities on Riafin. It provides an overview of your profile, account, leads (CRM), prospects (unmatched, system-matched, and meeting-booked), meetings, etc.

Accessing the Dashboard

  1. Log in at /pro/account/sign_in
  2. Navigate to /pro/dashboard/home
  3. Or click "Home" from the left navigation when signed in

Dashboard Sections

Pro Dashboard Overview

Key Metrics Counts

The dashboard displays key metrics counts at a glance:

  • Total Prospects: Number of unmatched, system-matched, and meeting-booked prospects (future leads) available for your purchase
  • Active Leads: Number of leads (CRM) you've purchased and are currently working on
  • Reviews: Number of reviews & ratings (both unapproved and approved) you've received from your existing customers

Quick Actions

From the dashboard you can quickly:

  • View and update your public profile
  • Update your account (such as email and password)
  • Browse new unmatched prospects (not matched with you as an advisor but others)
  • View system-matched leads (our AI based system matched you as an advisor)
  • Check meeting-booked leads (system-matched prospects booked meeting with you)
  • Access your CRM (manage all your purchased leads)
  • View subscriptions and billing
  • View Orders (leads puchases and any subscription upgrades)
  • View Invoices (both leads purchases and your listing subscription)

Key Dashboard Features

1. Prospects Management

1. Unmatched Leads (/pro/dashboard/prospects)

Pro Dashboard Overview

Browse and purchase unmatched prospects:

  • View users who completed the questionnaire but not matched with you as an advisor
  • View Prospects' details and then purchase as leads
  • Can be purchased immediately

2. System-Matched Leads (/pro/dashboard/system_matched_prospects)

Pro Dashboard Overview

Browse and purchase system-matched prospects:

  • Questionnaires system matched with you based on your profile and expertise
  • Note: These system-matched prospects have a 72-hour cooling period before you can purchase as a lead
  • These are High-intent leads actively seeking advisors

3. Meeting-Booked Leads (/pro/dashboard/meeting_booked_prospects)

Pro Dashboard Overview

Browse and purchase meeting-booked prospects:

  • System-matched prospects who have booked meetings with you from their dashboard
  • These are premium Ready-to-convert high-intent leads
  • Can be purchased immediately

2. CRM (/pro/dashboard/leads)

Pro Dashboard Overview

Manage your client relationships:

  • Track lead status (New Lead, Contacted, Engaging, Follow Up, Converted, Closed Lost)
  • Add notes and comments

3. Reviews (/pro/dashboard/reviews)

Pro Dashboard Overview

Manage client feedback:

  • View reviews from clients
  • Approve reviews

4. Profile (/pro/dashboard/advisor/edit)

Pro Dashboard Overview

Update your public profile:

  • Edit your bio and credentials
  • Update specializations
  • Add your SEBI/FPSB/AMFI/IRDA/Others registration details

5. Billing & Subscription (/pro/dashboard/billing)

Pro Dashboard Overview

Manage your subscription:

  • View current plan (Free, Bronze, Silver, Gold)
  • Upgrade, downgrade, or cancel

6. Orders (/pro/dashboard/orders)

Pro Dashboard Overview

Track purchase history:

  • View all lead purchases
  • Check payment status
  • Verify transaction details

7. Invoices (/pro/dashboard/invoices)

Pro Dashboard Overview

Access billing documents:

  • Download invoices for your records for both subscription and leads
  • View payment history

Navigation

Top Navigation

  • Home: Dashboard overview
  • Leads: CRM management
  • Prospects: Browse and purchase leads
  • Reviews: Client reviews
  • Profile: Your public profile
  • Billing: Subscription and payments
  • Orders: Purchase history
  • Invoices: Billing documents

Sidebar Menu

Quick access to all dashboard sections from the left sidebar.

Best Practices

Daily Workflow

  1. Morning: Check dashboard for new leads
  2. Follow-up: Contact yesterday's leads
  3. Meetings: Review scheduled meetings
  4. Evening: Update CRM notes

Lead Management

  • Respond to new leads within 24 hours
  • Use the CRM to track conversations
  • Schedule follow-ups systematically
  • Track lead status accurately

Getting Help

Support Channels

  • Email: prosupport@riafin.com
  • In-app Help: Look for help icons on each page
  • FAQ: Check the advisor FAQ section

Common Tasks

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