Your Team

Articles

CAB/QSB Report
The Client Acquisition Bonus (CAB) report displays Coaches that are either eligible to earn CAB or Coaches that have already earned CAB for the current commissionable period. You can also toggle between Frontline and Organization options for thi...
Close to Consistency Report
To access reporting via OPTAVIA CONNECT, hover your mouse over Engage in the navigation bar and then click Close to Consistency. The Close To Consistency report displays Coaches within your organization that are close to achieving the Rank Co...
Close to Rank Report
To access reporting via OPTA VIA CONNECT, hover your mouse over Engage in the navigation bar and then click Close to Rank. The Close To Rank  report displays a list of Coaches within your team that are close to either Senior Coach, Execu...
Convention Report
This report displays Coaches that have registered for OPTAVIA Convention. For a information on the upcoming OPTAVIA Convention click here .  To access reporting via OPTAVIA CONNECT, hover your mouse over Engage in the navigation bar and the...
New OPTAVIA Coach Report
This report displays new Coaches within your organization month-to-date. Within this report you can view new Coaches in your Frontline or within your organization. This is a perfect opportunity to reach out to your new Coaches and help get them star...
Promotion Report
This report displays Coaches within your organization that have achieved a new highest rank. This is a perfect opportunity to reach out to those in this report and congratulate them on their rank advancement. To access reporting via OPTAVIA CONNECT...
Renewal Report
This report displays Coaches within your organization that are due to renew their OPTAVIA Business in the current commissionable month. Select Send to Message Center  to send a personalized or bulk email to Coaches that are due to renew. Once...
Team Rank Report
To access reporting via  OPTA VIA CONNECT, hover your mouse over  Engage in the navigation bar and then click  Team Rank Report . The  Team Rank report displays Coaches within an organization that is performing  Above...
Tree View
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....
Your Team (Summary Page)
Engage: Your Team displays various reporting that relates to your team. This page highlights the following activity within your organization: My Newest Frontline Coaches  – Displays the 5 newest Frontline Coaches sponsored in the cu...