Your Team

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Your Team (Summary Page)
Reporting made simple, Engage: Your Team provides you with various reporting that relates to your team. Each report can be filtered and exported via CSV for optimized reporting results.  To access reporting via OPTAVIA CONNECT, hover your mo...
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 that are due to renew their OPTAVIA Business in the current month.  To run the report of Coaches who are due to renew their OPTAVIA business, follow the below steps:  Once logged in, hover your mouse t...
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....
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 OPTAVIA 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, Executi...
Team Rank Report
To access reporting via OPTAVIA 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 Highest Achieved Rank , ...
Quick Start Bonus Report
The Quick Start Bonus report displays Coaches that are either eligible to earn the Quick Start Bonus or Coaches that have already earned the Quick Start Bonus for the current commissionable period. You can also toggle between Frontline and Organiza...