When you click on My Earnings you ll see the Earnings chart and next to it your accumulated balances.
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1 Summary ADVISOR BACK OFFICE TOUR My Earnings: shows your current Account Balance, earnings, customer orders and Group orders. Marketing Tools: sales tools, projects, images and more to build your business The Latest: your source for news My Group: see your team s account balance and downline count Reports: sort your income reports by timeframe and more Account Credits: keep track of your earned/used Account Credits 1. My Earnings When you click on My Earnings you ll see the Earnings chart and next to it your accumulated balances. Advisors who have submitted their direct deposit information will be paid weekly via electronic transfer of funds (ETF). Advisors who have not submitted direct deposit information by August 1, 2015 will be paid their earnings quarterly via check. a. My Earnings shows what you can expect as your direct deposit amount from the current week (Sunday to Saturday). Because Advisors are paid weekly, the number on the My Earnings line will reset to $0.00 each Sunday morning at 12 a.m. b. My Profits shows what you ve earned from your own purchases and your customers purchases for the week. c. My Group Commission shows what you will earn from your group s activity for the week. 1
2 d. This shows your Account Balance for the 12-month period, which is what your Profit Rate and Group Commission Rate are based on. This (actual) Advisor is earning 35% on her purchases and customers purchases and 7% on her team. e. The 5th line shows what you ve added to your Account Balance for the calendar month. This is helpful to know if you are trying to earn Account Credits (one $100 credit for each $2,000 in personal sales in a calendar month). f. If you have one or more Advisors who have signed under you, you ll see your Group Sales to date for the 12- month period. g. Your Monthly Group Sales information is shown so you know if you will earn Account Credits (one $100 credit for each $2,000 in Group Sales in a calendar month). Below the Earnings Chart on your My Earnings page, you will see two tabs. The first, Profit on Sales, shows all of the orders that have contributed to your account balance. You can click on any order number to see the details of the order (as shown by red arrow). The second tab, Group Commission, shows your Group s orders, with the most current first. 2
3 2. Marketing Tools This page is likely the place you ll go most often, as it includes marketing/sales tools you can download and share in s, on social media, print to share in person, etc. There are a ton of projects and ideas available right at the top, Forms (order forms, price list, model release, etc.), printable flyers, Social Media Graphics and other images and tools you can use. To use an image (PDF or jpg), click on it, then when it appears, right-click and select Save As, or Save Image As. 3
4 3. The Latest We try to include all of the week s news in the CM Advisor Weekly newsletter (sent each Monday afternoon). When news or updates come mid-week, we ll post them on the Latest page. It s also where you can find past editions of the Advisor Weekly. 4. My Group 4
5 On the My Group page you ll see each of the Advisors on your team. It includes the date they joined, their name and address, their Account Balance to date (since signing; after the first year it will go to current day plus 364 days of history), the number of downline Advisors they have, and to the far right, if their account is enabled or disabled (helpful to know when they renew). 5
6 5. Reports This is the place to visit to see where you re earning your income. At the top of the page you ll find your 2014 Year-End Report (if you were with CM in 2014), your Current Contact List (provides all the contact information for both customers and downline), and your current Earnings Statement for the year. Under Graphs, you ll see that the dropdown defaults to Current Pay Period (Sunday-Saturday). From the dropdown you can also choose Previous Pay Period, Current Month, Previous Month, YTD (Year to Date) and Previous Year. The tabs show Total Retail, your personal Earnings, and the number of Transactions for the period you ve chosen. Below the graph you ll see the information listed in a table, and below that you ll see the top five people who contributed to your account balance for the period and the top five Advisors in your group for the period. 6
7 6. Account Credits Advisors can earn $100 account credits for each $2,000 in purchases in your account in a calendar month, and/or each $2,000 your group of Advisors earns in a calendar month. You will find the codes on this page (at the beginning of the next month) and once used, the order number and retail value of the order. If you choose to gift the account credit, you can also make note of who you gifted it for and why to keep for your records. 7
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