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WELCOME

WELCOME. Conduct Your Business with Performance Manager. Performance Manager is a powerful tool that allows you to conduct your business all from one place! . Personal: New Consultants Close to Promoting Team: New Consultants Consultants close to an In Progress status Downline:

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WELCOME

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  1. WELCOME

  2. Conduct Your Business with Performance Manager Performance Manager is a powerful tool that allows you to conduct your business all from one place!

  3. Personal: • New Consultants • Close to Promoting • Team: • New Consultants • Consultants close to an In Progress status • Downline: • New Consultants • Consultants close to a Career Title Demotion The Overview page provides a quick snapshot of your Financial Center and Key Performance Indicators (KPIs). You will also find personal, team and downline “Take Actions” here for Promotions, Demotions, Status Changes and new Consultants.

  4. The Personal Performance page provides information on seven key areas of your personal business. You are able to drill down into each area for more detailed information. The Summary page also allows you to select specific commission periods to view.

  5. Qualifications Tab • Actual numbers and Active Legs for the month • Requirements you have met for your current title • Requirements you have met for the next title and the requirements you still need to meet • Requirements which have been met will have a green check mark • Requirements which still need to be met will have a red X

  6. The Year At A Glance page provides a snapshot of your yearly activity including Commission Period, Status, Title, Personal Volume, Team Volume, Personal Sponsors, Number of Parties, Number of Active Legs and Totals for each column.

  7. The Downline Performance page provides information on your team and downline with six reports to choose from. The Downline Performance page also allows you to select specific commission periods to view.

  8. The Sortable reports will render the information found under the Downline Tree and Team Tree reports with the ability to sort each column in ascending or descending order as well as filtering and grouping results.

  9. Using the checkbox to select Consultants offers you the ability to e-mail or send E-Cards to those individuals.

  10. By clicking the icon of a Consultant on your team or in your downline, the contact information for the Consultant will appear in a new window. You can add and save notes within the contact information. Contact will render personal contact information as well as the contact information for upline up to four levels.

  11. Clicking a Consultant’s name from any of the My Downline Performance reports will render that individual’s Personal Performance tab as well as their Downline Performance tab when applicable.

  12. The Financial Center page provides a snapshot of your earnings by Earning Date and Period.

  13. The Earnings Activity page provides the ability to view several activity periods at once. View Statement allows you to drill down into that selected commission period.

  14. The Manage My Finances page provides the ability to select your commissions payout method. No selection will result in your receiving a check for your commissions payout.

  15. If you elect to have your commissions direct deposited, you will need to enter your banking information. Again, no selection will result in your receiving a check for your commissions payout.

  16. The Earnings Statement page provides a detailed account of earnings information including Beginning Balance, Earnings and Adjustments. Each of the above areas can be expanded by clicking the description title. Beginning Balance will normally show $0.00 unless there is a debit on your account at the beginning of the period. All Earnings and Adjustments are categorized according to type: Personal Volume, Level Overrides and Generation Overrides.

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