The Catalant Expert Dashboard is what you see when you log in to your Catalant Profile. It includes Projects, a Calendar, a link to Provide a Service, and the blue navigation bar.
Your Expert Dashboard is the centralized command center to grow and manage your consulting practice — it's a critical tool for your go-to-market strategy. We’ve redesigned it to better support your practice's operations.
Here’s a preview:
Your Dashboard is composed of several sections:
Your Dashboard displays four easy-to-navigate Project category tabs that provide real-time insights into your project activity on the Expert Marketplace.
This section has been carefully designed to make it easy for you to find the prospective opportunities, active engagements, or archived projects you’re searching for. Categories include:
- New: Leads you've been invited to pitch or that match your subscriptions preferences.
- Opportunities: Prospective engagements in your sales pipeline that you’ve pitched on, are interviewing for, or have submitted proposals for.
- Active: Engagements you’ve won and are currently engaged on.
- Archive: Projects you’ve completed, were previously considered for, or were not interested in.
Within each tab, you can use Quick Filters to narrow the results.
This is best seen in the New tab. If you click on "Invitations,” you’ll see only the projects that you’ve been invited by a Catalant team member or the client to pitch on.
Visibility Into the Opportunity Lifecycle
On the Opportunities tab, you can add real-time, competitive insights to your sales pipeline. New updates to the Status functionality provide visibility into competition and the likelihood of earning the engagements you pitched, are interviewing for, or have submitted proposals for.
Each project card shows the three stages of our opportunity sales process: the pitch, interview, and proposal stages. The dark blue shading illustrates what stage you are currently in for that project. Light blue shading illustrates the stage of any other experts who are under consideration for the project if they have progressed to a stage beyond your current stage.
If next steps are available, those projects will be automatically sorted to the top and display a button to facilitate your quick response.
A new calendar of important events that you've scheduled or have been invited to is displayed to support the day-to-day management of your practice.
For the initial launch of the new Dashboard, you’ll see the next five upcoming dates for Active Projects, including:
- Payments: Submission dates for any upcoming payments per the fee schedule of each project.
- Milestones: Dates of any non-payment milestones on your projects.
You’ll also see Zoom calls scheduled via the platform displayed here.
Blue Navigation Bar
The collapsible Blue Navigation Bar located on the left side of your dashboard is the main way to move through the Catalant Expert Marketplace. From here you can:
- Review Notifications
- Search Opportunities
- Access Dashboard
- Refine your Profile
- Update your Settings
- Access the Help Center
- Engage with Third-Party Partners through the Toolkit