Signalis Engagement Score™ levels: Warm · High · Ready to Engage
Key Performance Snapshot last 30 days vs prior 30
Advisor Engagement — who to contact next
Advisor
Firm
Score
Level
Last Activity
Last Contact
Recommended Action
No scored advisors yet. Create advisor links and send them to the advisors you already work with — engagement shows up here as they open them.
Signalis Engagement Score™ accumulates from qualified activity on each advisor's link. Tap a row to see that advisor's full timeline. Based on observed engagement for advisors you've created links for; recommended actions are sales next-steps, not investment advice.
How the Signalis Engagement Score works
Each advisor’s score builds from what they actually did on your page — visits and return visits, video watched and finished, documents downloaded, strategies compared, event RSVPs, and conversation requests. Deliberate actions count for more than passive ones, and a request to talk counts for the most. Levels: Low · Warm · High · Ready to Engage. Observed engagement only — never investment advice, and never tied to sales or assets.
Relationships — your whole book
Every advisor you’ve ever created a link for — including those who’ve gone quiet. All-time engagement, never time-limited. Tag advisors from their brief (Fund User, Qualified Prospect…) and filter here.
Advisor
Firm
Status
All-time
Last engaged
Last contact
No advisors match — adjust your filters, or create advisor links to start building your book.
Activity Detail filtered by date range
What advisors did
Engagement
Count
Share
Counts are advisor actions on your Atlas Signalis page. "Visits" are distinct anonymous sessions, not identified individuals.
By strategy
Strategy
Views
Video
Downloads
Compares
Conversations
No strategy-level events yet.
Campaigns — measure each outreach push
Name a push (a quarterly fact-sheet send, a conference follow-up), create its advisor links below, and send them from your own inbox. Atlas Signalis measures the result — who engaged, and who raised their hand.
Campaign
Launched
Advisors
Engaged
Convos
No campaigns yet. Create one, then assign advisor links to it below — its results appear here as advisors engage.
Advisor links — see who engaged
Create a unique link for each advisor you already work with, then send it to them yourself. When they open it, you'll see exactly how that advisor engaged — so you know who to follow up with. Engagement counts below respect the date range above.
Your broadcast link
One link, shareable anywhere — email signature, conference slides, LinkedIn, a mailer. Everyone who opens it is counted in your cold reach, and nobody is named. Use it when you don’t know who will click.
Advisor
Their link
Visits
Video
Downloads
Conversations
No advisor links yet — create one above to start tracking who engages.
Your team
Invite teammates to share this dashboard. Everyone you add sees the same advisors, links, campaigns, and page, and signs in with their own secure link. Every seat has full access.
Member
Added
Loading team…
Team performance
Last 30 days · whole team, regardless of the My/Team toggle
Ranked by outcomes — conversations generated, then Fund Users won. Activity is shown for context, not rank: observed engagement reflects the advisor and the content as much as the rep.
Rep
Conversations 30 days
Fund Users
Links 30d / total
Contacted 30 days
Avg score book
Ready / High
Engaged % of links
Needs attention
Add advisors
Check every advisor who belongs in this campaign. An advisor can be in more than one campaign.
No advisor links yet. Create some on the Advisor links tab first.
Atlas