The main page of account's menu shows compensation plan related metrics (Compensation Plan Properties), account's upline, and functional buttons to perform certain admin changes.
Multiple Trees (Multiple Genealogies)
If your compensation plan includes multiple hierarchy trees (Genealogy, Placement, Binary), you can switch between them using the tabs.
Compensation Plan Metrics
Here you can see all the metrics (properties) of the account:
It shows current properties for the current open period (month, week). Dropdown box at the top allows you to switch to any historic period to see metrics of that period.
Metrics are grouped by type: Rank-related, Volume-related, Bonus-related, and others.
Editing Properties
Depending on your compensation plan settings the values of some properties can be manually edited in the current period only, editable properties are highlighted in blue, click on a value to change it.
Transaction Log
Clicking on any marketing property name opens a transaction log.
The log shows all changes made to that property during the selected period, date and time of the update, and a source of those changes: document that have been processed which led to property's update.
Functional Buttons
At the top of the page, you will find main buttons for account management.
First three of them actually lead to another pages of the platform, but pre-filtered to only show this account's data:
- View Network – Opens entire network page filtered for the current account, showing its downline.
- View Genealogy – Opens visual tree page, again filtered by the account's downline.
- Document Transactions – Opens the document registry page filtered for the current account.
Change Sponsor
This button opens a menu that allows you to search for a member by ID, Email, first name, last name and set him as a new sponsor, enter search criteria, select an account in the search results - below busy positions under the selected account will be shown, you can set the selected account as a new sponsor by clicking the Change button.