CONNECT: Tree View

Tree view provides a bird’s eye view of your entire organization. To drill down within your organization, simply select any Coach that has a green circle. This will expand the tree view and reveal additional Coaches within your organization. 

Tree View Report navigational features - enter the name or ID of a Coach within your team to see their tree view, filter by selecting Coach View options or Client View options, access the reporting menu in the header of the report, and you will be located at the top of the tree view with your Coaches and Clients branching out to sequential levels of your team.

To access reporting via OPTAVIA CONNECT, hover your mouse over Engage in the navigation bar and then select 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.

Coach View Options - the line of sponsorship will be displayed by a red line that will connect the downline from you to the selected Coach.

  • 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.