8.1 My portfolio
🖥️ Screen — My portfolio (cockpit)
Sua carteira [⌘K] [ + Nova empresa ]
┌──────────────────────────────────────────────────────────────────┐
│ Empresa │ Ativação │ Alerta │ Ações │
│ Loja do João │ [chip] │ ⚠ Sem WhatsApp │ [ Entrar → ] │
│ Café Aurora │ [chip] │ ✓ Sem alertas │ [ Entrar → ] │
└──────────────────────────────────────────────────────────────────┘
The activation chip shows how much each company has completed; the alert points out what’s missing; “Entrar →” (enter) drops you into its context.
8.2 “Entrar como” — operate on behalf of the client
✅ “Entrar →” lets you operate as the company’s admin (build campaigns, bio, connect integrations). A context banner shows which company you’re acting in, and the access is audited.
8.3 Client report (lifetime)
Pick the client and the report shows lifetime value, ROAS per campaign (with CPL = cost ÷ leads) and Creative × Audience, with “Salvar como PDF” (save as PDF). 💡 Access today: via the /dashboard/partner/report route — still no menu entry (reach it by the direct URL).
8.4 ⚠️ “A client disappeared from my portfolio”
Usually the partner’s access to that company was revoked — the company wasn’t deleted, you just lost visibility. Confirm with the team whether it was intentional; if not, ask for the re-link.