Simplify Your
Back Office
Get more done in less time with automated features that put you in charge of your business
The New Way to Run Your Numbers
The Back Office Toolkit is a productivity tool that integrates securely with your back office, helping you analyze and navigate your team quickly and easily so you can spend more time doing the things you love and less time crunching numbers.
What People Are Saying
Don't take our word for it. Here's what our users are saying!
Pricing
Our goal is for the Back Office Toolkit to be accessible to every Wellness Advocate looking to build or grow their business.
Sign up and get started today!
We offer a 30-Day Money Back Guarantee*, so you can experience the value of this amazing tool with no risk!
* Completion of the Complementary "Basics" Training Course required within first 30 days to receive full refund if not satisfied. See Terms for more information.
FEATURES
$140
YEARLY
Scheduled LRP Volume Projections
Power of 3 Bonus Analysis
Rank & Qualifier Projections
Commission Estimator
Insightful Reporting
30-Day Money Back Guarantee
Sign Up to Stay Informed
What Do I Do?
STEP 1: SUBSCRIBE
Get Signed Up!
The first step is to get an active subscription in place.
Important!!! When signing up, make sure you enter your Member ID correctly. An encrypted version of this is used to validate your subscription when you use the tool!
STEP 2: INSTALL
Get the Toolkit Installed
There are 3 options to install the Toolkit in your web browser:
1) An extension for Google Chrome,
2) A "Bookmarklet" for any browser, and
3) A mobile bookmark option
STEP 3: GET READY
Just Log In
The Extension or Bookmark you installed will only be functional when you are on the Detailed Genealogy page of the back office, so head over there and be ready for the awesomeness.
Seriously, go on now!
STEP 4: RUN IT
You're Going to Love it!
Click the Extension or Bookmark. The Detailed Genealogy view will be replaced with a "Loading" indicator, followed by the Toolkit in all its glory! Explore and be productive :-)
Features You'll Love
Rank Planner
Automatically uncover the best current and potential Qualifiers for any target rank.
See all requirements and quickly identify any gaps in volume.
Change the default Qualifiers for your own selections in needed.
Power of 3 Planner
Quickly view Power of 3 status for anyone in your Downline.
See exactly where any gaps are at a glance.
Fully automated selections.
Projections for Everything
Uncover the hidden value of LRP orders on your team by automatically determining how that scheduled volume affects your team.
Track actual and projected Qualifiers automatically.
Know the Projected Rank for everyone on your team.
See how future orders affect bonus requirements.
Commission Estimator
Estimate your Unilevel Commission for your current and projected ranks.
Pick a Target Rank and get motivated!
Run estimate for anyone in your downline.
Accounts for Dynamic Compression!
Reporting
Run complex reports with a single click.
Generate actionable contact lists from Report Results!
Daily Volume Tracking and Team Stats now available
Quick Answers to Common Questions
There is no separate login for the Toolkit. After subscribing, you go to your regular doTERRA back office and log in there. Load the Detailed Genealogy page from the Team tab (or via Wellness Advocate Services -> Genealogy -> Detailed Genealogy from the top menu).
Once you are on the Detailed Genealogy page, you can click either the Bookmark or Chrome Extension you set up, and the Toolkit will load on the page!
If you need to update your payment method, cancel your subscription or change between plans/addons, you can do so in one of two ways.
Self-service: Launch the Toolkit normally. After it loads, click where it says "Hello [your name]" in the top right. Select "My Profile" from the menu, then click "Go to Portal" on the profile page.
Via Support: Send us an email and we'll get back to you within 5 business days. We can help with any account changes.
Unlike some other systems in the past that have been shut down by Corporate, the Toolkit runs 100% locally within your web browser, and uses your existing valid doTERRA login session to access your data. No proprietary information is sent outside your browser...in fact, the Toolkit team doesn't even know if/when you use it, just that you have an active subscription.
I worked with Corporate for the better part of 3 years to go from an initial idea that was like other systems and was given a hard "no" to eventually coming up with this concept that received a green light from IT, Compliance and Legal in February of 2019.
