INTOUCH

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UnitWise InTouch W.A.S reports are available for our Director Complete Package. This feature gives you the ability to sync weekly accomplishments from InTouch to UnitWise anytime, even if a consultant completes the information at a later date. For this feature to work correctly, you will need to make sure that your Reports are scheduled. To get the information, start by choosing the week you are working on. Then you can pick the team member, or all the team members if you need to sync your entire Unit.

When the sync is complete, you will see your team members' accomplishments listed individually for each consultant. In the W.A.S report, you will be able to see the following information: how many hours they worked, how many bookings they had, how many orders, gifts, etc. Just like your own W.A.S, your team would also have a recap showing totals. It will show goals the consultant has set for herself, how many team members she interviewed/recruited, and the new team member names and addresses. You can also view the summary of achievements for a particular team member. If you need to see your entire Unit’s accomplishments, there is a helpful feature, called “Quick Glance” available in the top right corner of the screen. You will be able to see the entire Unit's accomplishments for the selected week. From there, the data can be exported to Excel, CSV, or printed out at your convenience.

One of our Directors asked the following question about W.A.S reports from InTouch:

Alex

Alex:

I would like to recognize my Unit Members for a job well done this week. How do I know who was on track?

Hero at UnitWise:

You can look at the report called Court Of Sales Unit Totals. It will give you the goal information, Retail Sales, and how far or how close the particular Team Member was to their goal this week.

Hero at UnitWise
Alex

Alex:

What about anniversaries? I always forget to send post cards.

Hero at UnitWise:

With Reports, you will have access to your Unit’s Anniversary list via our Address Labels feature where you can print address labels in just a few short minutes.

Hero at UnitWise

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