Did you know Univera provides multiple reports on your Dashboard to help you track your business progress? It’s helpful to check them throughout your month to see where you stand and determine your next action steps. And, it’s especially important to review them the last 48-72 hours of each month so if you are close to earning a particular bonus or rank you can focus your efforts where needed.
A great place to start is in the My Business Activity area on the home page of your Dashboard after you sign in. There you will see tabs for the 4&Free, GR8!, Rank Bonus, and Fast Start programs which will provide you a snapshot of your progress.
For more detailed information, click Reports in the left-hand menu. A list of reports will populate in the listing. We recommend these for the most bang for your buck:
It’s also important to check your Volume report to see if you are close to enough GV to reach a rank.
We think this is so important, we will now be sending out text reminders a few days before the end of each month. If you’d like to receive these reminders, exclusive text offers, and important communications, sign up for texts on the Live Success section of the Live Univera Blog or by texting as follows:
US – text LiveSuccess (one word) to 31996
Canada – text LiveSuccessCA (one word) to 604-265-7001
For more information on Reports and how to use them, check in with your Upteam Mentor. For more information on bonus programs, check out the Incentives page on the Dashboard.
You can also call our Customer Care team at 877-627-4787 in the US or 800-363-1890 in Canada. Our Care team can help you learn to navigate the Dashboard and share how to earn commissions and bonuses. However, they are not able to interpret your reports or provide specifics about if you qualify.