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The Ins and Outs of My Business Page
The Ins and Outs of My Business Page

How to explore the My Business Dashboard for a quick glance into your most important business metrics!

Melissa Trottier (she/her) avatar
Written by Melissa Trottier (she/her)
Updated over a week ago

What is the My Business Page?

My Business is the main page that you see when you enter your PULSE by Penny account. Here you will find an overview of your business. This includes the Personal, Team, and Orders tab.

Here is where to find this page on your mobile device:


Overview of the Personal, Team, and Orders tab

From the My Business page you can toggle between the Personal, Team, and Orders tab! This article will provide an overview of the features of each tab.

Personal

The My Business - Personal tab provides an overview of the following:

- Days left in the commission period

- Your metrics

- Prospecting tasks

- Title Achievement

- Program Progress

- Some other important information to keep in mind such as your subscription status, CID, last CRP order, your sponsor, grace balance status, and your personal contribution limit.


Team

The My Business - Team tab surfaces quick-view information to guide you on actions you need to support your team members. It provides an overview of the following:

Team Performance

The first section of the Team tab is Team Performance. This is here to keep your team-related tasks top of mind.

Trending Team Data

The Trending Team Data graph allows you to toggle through to see trends in total SV, PV, GV, L1+L2, and L1-L6 Volumes for the last 12 months, 6 months, or year-to-date for your team.


This graph will display performance starting on July 2023. After the first 3 months, you will be able to see your team’s 3, 6, and 12 months trends, as well as year-to-date. To access the previous compensation plan team data, please review your Team Reports under the Reporting section.

You can hover over the points on the graph to show your business metrics. This allows for the comparison of the values by toggling between the different graphs in the same time period!

Team Reports

The Team Reports section provides an overview of the following:

Your Personally Enrolled Consultants in Fast Start: This section shows a quick view of your 3 newest team members, by selecting View All you can access the complete report of everyone on your team who is in their Fast Start Period.

Compressed Consultants: The Compressed Consultants table shows those team members who have compressed to your Level 1 in the month of compression and the following 3 months. Note that Compressions may occur due to Termination, Roll Around, or Manual Exception. (Please visit the R+F Compensation Plan Overview Guide in the Library if you have more questions about compressions).

My Group: This section is a quick view of your top 10 Level 1 Consultants (based on their highest GV) with their performance metrics, including SV, PV, and GV, as well as a mark showing whether each Consultant represents an EC leg and/or an LV EC leg for you.

You can get a more in-depth look by clicking the "View All" button at the top right side of each report. This will take you to the Reporting section, enabling you to add filters, hide columns, and export your reports!

Hot Tip: Selecting a contact’s name in a report will bring you directly to their Downline Profile Card!


Orders

The My Business - Orders orders tab serves to provide a high-level overview of your order info contributing to your business. You receive actionable information and be able to dig deeper into reports to find out more information

Customer Care Tasks

The first section of the Orders tab is Customer Care Tasks. This is here to keep your order-related tasks top of mind.

Summary of PV/GV metrics

Here you can get a quick view of your overall progress for the month.

Until the 20th of the month, this section will show an Estimated PV and GV amount. After the 20th of the month, this section will show the actual PV and GV amount.

Order Reports

The Order Reports section provides an overview of the following reports: PC Perks Autoships, Consultant Autoships (CRP), My PV, and My Level 1 Consultants’ PV.

Hot Tip: Selecting the View Order button in a report entry will bring you directly to their Order Details!

Top Selling Products for the Past 12 Months

A visual overview to help you quickly identify your most popular products! Please note, this section does not include PULSE monthly subscriptions and will display products only.


The product images shown are for illustration purposes only and may not be an exact representation of the product.

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