Supporting Your Clients

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Client Support Dashboard
The dashboard provides you with a snapshot of your projected Frontline Qualifying Volume month-to-date as well as a snapshot of Frontline Qualifying Volume  from last month . *Click on numbers within the report to see detailed reporting. ...
Client Report
This report displays all Clients within your organization. Reporting details include account status, PQV, Premier member and contact information. Click on the ID number of a Client to view profile details. ...
How do I view my Clients orders?
The Client Orders report displays the total number of orders placed month-to-date. This report is defaulted to display Frontline orders, click Entire Org to view orders processed for your entire team month-to-date.  To access this report, ho...
How do I see my Clients upcoming OPTAVIA Premier orders?
The Projected OPTAVIA Premier report displays real-time information on Clients within your organization that have upcoming OPTAVIA Premier orders in the current month. Details include available Rewards balance, Rewards expiration date, next Premier ...
How do I see when my Clients Premier Rewards expire?
The Expiring Rewards report provides a list of Clients and Coaches within your organization that have Premier Rewards that are close to expiring. This is a great opportunity to follow up with Clients listed in this report and encourage them to place...