Sales Dashboard

How do I focus on a specific dōTERRA account in the Sales Dashboard?

Type the ID number or name of the desired account in the “Generate report for” field. The field will offer suggestions in a dropdown menu as you type if the account is within your downline.

Can I select a specific date range for the data I want to see?

Yes. There’s a date range at the top right of the Sales Dashboard, which allows you to select dates up to 13 months back, including the current month. To generate a single-day report, select the same day as both the start and end date.

Will my selections be saved if I navigate away from the Sales Dashboard?

Yes. While you continue to use your back office as you go to different areas of the site and come back, the report will still show your date selection. Once you log out or go to a different website, the page will update to the current month.

How frequently is the data updated in the Sales Dashboard?

Data is refreshed every 15 minutes for orders that have confirmed payments. Wire Transfer orders will not show on the report until the payment has been fully processed.

What information is summarized at the top of the Sales Dashboard?

At the top of the report you will see four different sales metrics based on the focus ID and the date selected. They include:

• Total order percentage by order type (Loyalty Orders, enrolment orders, and standard orders)
• Total orders: the sum of all orders placed up to seven levels deep
• Total products sold: the sum of all product quantities ordered
• Top products sold: the top three products sold

Do the cards update in real-time as the data changes?

Yes. The data represented in the cards will be updated based on changes made to the table or the applied filters.

How can I switch views between products and customers?

Below the sales metrics, there are two tabs labeled “View by Products” and “View by Customer.” You can switch views by clicking on these tabs. The selected tab will be highlighted in grey, while the unselected tab will remain white.

What can I see in the “View by Product” tab?

You can view a table listing all the products that’ve been purchased (seven levels deep), sorted by the quantity of each product sold. You’ll know which products are most popular within your downline.

What can I use the "View by Product" tab for?

• See how many members of your team qualified for the Product of the Month.
• Check which products are the most popular with your team, and if you have some must-have products that your team isn't purchasing you can know which products and do some additional trainings with your team on.
• Supplements are some of the most valuable products for long term Loyalty Order engagement. The "View by Product" tab allows you to clearly see if your team is purchasing supplements and if they aren't you can dig further into why and if more information about the products is needed.
• Help track the success of popular promotions like BOGOs and 200 PV over time to learn how valuable those promotions are to you and your team.

How can I search for specific products in the table?

You can search for specific products using the Search by product field.

What kind of information is displayed in the table?

The table displays the product name (with a hyperlink for further actions), quantity sold, and the product SKU. By default, the table is sorted by the quantity sold.

Can I sort the table data?

Yes. You can sort the data by:

• Product name
• Quantity sold
• Product SKU

What does the hyperlink on the product name do?

The hyperlink on the product name, as well as the entire row, lets you add the product to the “View by Customer” tab and directly search for customers who purchased that specific product.

Can I remove or change the product filter once it’s set?

Yes. Remove the filter by clicking on the close (x) icon within the filter. Switch back over to the “View by Product” report to select a different product to filter for.

What information can I view in the “View by Customer” tab?

You can view statistics on order type and product sales, as well as a table displaying orders placed by your downline.

What can I use the "View by Customer" tab for?

• View which products are the most popular for the new enrollees in your team.
• Check to see if anyone on your team is close to qualifying for the Product of the Month.
• Who on your team is just missing out on qualifying for commissions or certain promotions.
• Identify members of your team who could get more out of their LRP by just having a little more PV or simply changing the processing date.

How can I see which filters are applied to the table?

A text box stating “Showing results for” will appear at the top of the table, followed by the applied filters—such as the name and ID from the “Generate report for” field and the selected date range.

How do I search for a specific member in the table?

You can search for members by their name or ID in a search field to the right of the table.

What details are shown in the table?

The table displays several columns, including:

Note: Per regulations in some markets, phone numbers and email addresses will be masked for any members in those markets.

Can I sort the information in the table?

Yes. Several columns are sortable, allowing you to organize the displayed information. Sortable columns include:

• Levels
• Last order date
• Order number
• Enroller ID
• Enroller name
• Email

Where does the hyperlink on the customer’s name and order number lead?

Clicking on a customer’s name will bring up a contact card, and clicking on an order number will display an order summary.

How can I navigate through the table entries?

Navigation arrows at the bottom of the page let you toggle through the table. A “View” dropdown menu also allows you to select the number of table rows you wish to view.

How do I view customers who purchased a specific product?

Simply click on the product name hyperlink in the “View by Product” report. You’ll be taken to the “View by Customer” tab, where a search will automatically show you the customers who’ve purchased that product. The search results will incorporate any criteria you’ve set in the “Generate report for” field and the calendar.

Will I know if the table is loading new data?

Yes. The table will display a loading animation as it retrieves data.

How can I tell which product the table is filtered by?

After clicking on a product hyperlink and being redirected, you’ll see a purple filter at the top of the table.

How can I view an order summary?

Click on the hyperlink in the “Order Number” column under the “View by Customer” tab. This link will open the order summary in a new browser tab.