Vol. 12 Issue 21 – June 03, 2024
From the Home Team—Checking On Your Business
Wondering how your business is doing? Want to look at your progress month over month? If so, the “Your Performance” section of your Business Portal Dashboard is the place you want to look. Here are some tips to help you navigate this section:
1) Scroll to the Bottom of Your Dashboard. Once you are logged into your Business Portal, the first page you will land on is your Dashboard. Scroll to the bottom of this page to find the section titled “Your Performance.” You will see that this section has a graph and a variety of ways you can sort and view information.
2) Select Your Dates. Before you dive into the data, the first thing you want to look at is the date range that the graph is displaying. By default, the date range will be set to the last 30 days. To change this, click the date range in the top left corner of the section and select the dates you wish to view. You can click on one of the pre-built ranges, like last month or this month, or you can select the “custom range” option to select exact dates. Note that selecting “this month” will show you the current month-to-date.
3) Decide If You Want to Include Network Commissions. Additionally, you have the option of whether or not the data provided in the graph shows the activity of your network. By default, the graph will include data from the activity of your network; however, if you want to view only the sales and commissions that you have personally generated, you can select the “Network Commission” dropdown and click “exclude.”
4) Choose the Status You Want to View. You can also filter the data shown in this graph by the status of the referred sale. This means that you can view data for only referrals that have been approved or only for referrals that have a status of paid, which means you have already been paid the commissions from that referred sale. To do this, simply select the “Status” dropdown and select which status you want to view.
5) Select the Type of Data You Want to View. Last, but certainly not least, you can choose which type of data you want to show in the graph. As you can see on the upper right areas of this section, you can choose between 4 different options: 1) Number of Referrals, 2) Commissions, 3) Sales (in dollar amount), and 4) Click (on your personal referral links). You can click on any of these these options to view the corresponding data.
And there you have it. A quick overview of how you can use the “Your Performance” section of your Business Portal Dashboard to check in on your business.
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Guidance for Growth
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