Tree view provides a bird’s eye view of your entire organization. To drill down within your organization, simply click on any Coach that has a green circle. This will expand the tree view and reveal additional Coaches within your organization. See Image 1.1.
To access reporting via OPTAVIA CONNECT, hover your mouse over Engage in the navigation bar and then click Tree View. Scroll your mouse over the name to view profile.
Coach View Options
Enter in a Coach’s name and select Red Line view to highlight the line of sponsorship between you and the selected Coach. See Image 1.2.
Client View Options
To view Clients, simply select Frontline Clients. You can also locate a specific Client within your organization by entering in the Clients name in the search field and selecting Client Locator.