Your Profile Section

The first thing you see is Your Profile. This is where the dashboard learns who you are. Fill in every field completely — other parts of the system, including training credit matching and SCA pills on production rows, rely on this data being accurate.

Onboarding Checklist

Below your profile is a checklist of key onboarding milestones. These aren’t just for show — completing each one signals to your upline that you’ve hit the marker. Check each item off as you complete it.

Quick Links & Resources

Start Here also gives you fast access to the most-used tools — Syncis back office, training resources, and key team links. If you’re looking for something and can’t find it, check here first before hunting through the navigation.

Your Commission Level

This is the most important setting in the dashboard. Your commission level determines the default commission percentage that auto-fills on new production rows, and it’s what drives the Growth Challenge tracking, the FD Base calculation, and the commission columns in your Export Report.

Monthly Goals

The goals you set here appear as targets on your production stats and in the header “This Month at a Glance.” They don’t change what counts — they change what you’re measured against.

How Settings Flows Downstream

Every time you add a new production row, the commission percentage defaults to whatever level you have set here. You can still override it per row — but getting the default right means less editing on every case you enter.

During Training — How the 100 List Is Used

When you first start, your trainer sits down with you and goes through your entire 100 List together. The conversation is about relationship level — how well do you know this person, how likely are they to sit down with you, how ready are they to hear about what you’re building. From that conversation, the right names move to the 25 List.

After Training — It Never Goes Away

The 100 List doesn’t disappear once you finish field training. It becomes your ongoing prospecting tool — tracking everyone you meet, everyone you’ve stayed in contact with, and everyone you plan to reach out to. Agents who stay active always have a populated 100 List. When your 25 List runs dry, you refill it from here.

The Stat Cards

Life Indicators — Reading Your Prospect

The checkboxes to the right of each name are Life Indicators — signals that a prospect is likely to be receptive to what you offer. Check every one that applies. The TOTAL column adds them up automatically. More indicators checked = higher priority prospect.

S.T.E.A.M. Indicators — Recruit Profile

The S.T.E.A.M. columns are specifically about whether someone has the profile of a strong business partner — not just a client. If you’re checking these, you’re thinking about this person as a potential recruit, not just a prospect.

Additional Fields

Moving Someone to the 25 List

When you and your trainer agree that someone is warm enough to actively pursue, click the → Top 25 button on their row. This copies their information over to your Top 25 list. They stay on the 100 List — moving them doesn’t remove them.

How the 25 List Works During Training

After you and your trainer review the 100 List together, the names that make the cut move here. The 25 List becomes your action list for the week. Your trainer will look at this with you and say “these are your first 5 calls.” Every person on this list should have a next action within 7 days — a call scheduled, a message sent, or an appointment booked.

After Training — Still Your Weekly Focus

Once you finish field training, the 25 List becomes your personal priority system. It’s how you answer the question “who am I calling this week?” without having to re-evaluate 100 names every Monday. Move someone here when they’re warm enough to contact this week. Move them back to the 100 List (or archive them) when they’ve gone cold.

The → Production Button

This is the payoff column on the 25 List. When someone has held their initial appointment and you’re ready to log the case, click → Top 25 from the 100 List first (if they aren’t already here), then use the action on their 25 List row to push them to your Production Tracker. Their name, phone, and email pre-fill on a new production row — no retyping.

The 3 New Partners Goal

Alongside the 15 field presentations, the other goal during field training is recruiting 3 new partners. As you work through your 100 List and 25 List, your trainer will be watching for people who have strong S.T.E.A.M. indicators — the ones who could be great partners, not just clients. These people get a different conversation: the business opportunity conversation. Your 25 List is where you track both — people you’re seeing for client appointments AND people you’re approaching about the business.

The Header Stats

Before you get to the table, a row of stat cards shows you your totals for the selected time period. These update automatically as you enter and change data.

The SHOW Filter

The filter at the top controls which cases show in the table AND which totals appear in the stat cards. Everything updates together when you change the period.

The Held Checkbox

The small checkbox labeled “Held” on each row is how you tell the dashboard that the initial 1-on-1 appointment actually happened with this person. Checking it is what counts toward your Initial Appts Held goal — the most important early-stage metric in your business.

Every Column — What It Is and Why It Matters

Pipeline Status — Complete Guide

The status dropdown controls how each row is counted in your totals. Choose carefully — the wrong status means the wrong numbers.

Shared Cases — Shared In / Shared Out

When you split a case with a teammate or appear as someone else’s split partner, the dashboard handles the cross-account sharing automatically.

SCA Pills — Never Look Up a Code Again

Once you select a Split Agent or Training Agent from the dropdown, a small pill appears directly below that dropdown showing their SCA code. Click it to copy — ready to paste straight into Syncis.

Issuing This Week

The gold box at the top of your Production Tracker shows any cases where you’ve entered an Expected Issue Date in the next 7 days. This is your carrier follow-up list — these are the cases to call about right now so they land before month-end.

Needs Follow-Up

The red box below Issuing This Week shows cases whose Follow-up Date has arrived or passed. These are clients you said you’d follow up with today or earlier. The box only shows when you actually have overdue follow-ups — it’s a real action list, not a forecast.

Export Report

The Export Report button generates a full printable production report showing every case in the current filter period, with all columns including commission math, training credit, and the new Pending PTS summary at the top. Use this for your own records, for conversations with your upline, or for verifying your Syncis points report.

The Stat Cards

The Family Tree Visual

Below the stat cards is your actual family tree — a visual org chart showing who is under whom. Your node is at the top. Each person below you branches out into their own downline. Click any node to see the Edit and Add buttons.

Adding a Recruit

Hit + Add Recruit or click the ＋ Add button on any tree node to add someone to that person’s downline. The form opens as a compact drawer — the tree stays visible behind it.

Editing a Recruit

Click the ✏️ Edit button on any tree node to update their information. Because there’s one canonical record per person, editing from your tree changes the exact same record that Daphne would see on hers. There’s no “whose version is right” — there’s one version, and you’re both looking at it.

The Growth Challenge Card

At the top of Team Production is the 2026 Growth Challenge card. What you see here depends on your level.

The Three Sections

Scroll past the pipeline reports and you’ll see your team organized into three sections. This separation matters — active producers, trainees, and inactive members each tell a different story and need different conversations.

The Filter

The SHOW filter at the top of Team Production works the same way as the one on your own Production Tracker — Today, This Week, This Month, Last 2 Months, Last 3 Months, All Time. Changing it updates the per-agent tables and the summary stat cards at the same time.

Training Credit — How It Gets Here

When you tag someone as a training agent on your own Production Tracker, that credit doesn’t stay locked on your page. The system scans every trainer’s data across the org, finds all rows tagged to each trainee by name, and builds the training total for that person’s card. This means:

• If both you and Daphne have rows for TeAshaNique, both sets of points add up on her card
• Daphne can see TeAshaNique’s training progress even if you’re the one who entered the rows
• You don’t have to coordinate who enters what — the system combines it all

How Promotion Works at Syncis

Each level has specific requirements you must meet before you can promote. The Level Up Tracker reads your Production Tracker data and tells you exactly where you stand against each one in real time.

What the Tracker Shows

The Difference Between Submitted and Issue Paid Points

This comes up constantly and causes real confusion. Your Production Tracker shows both — but they mean different things for promotion and for the Growth Challenge.

Adding an Event

1. Click + Add Event

   Opens the event creation form
2. Enter the event name, date, and time

   Be specific — “Team Call Tuesday 7pm” is better than “Call”
3. Add a description or link if relevant

   Zoom link, agenda, what to bring
4. Set the event type

   Team Meeting, Training, Client Event, Deadline, etc.
5. Save

   The event appears on the calendar for everyone on the team

Event Types

How Achievements Work

The system monitors your production data and your team’s data in real time. When a milestone is hit, an achievement fires and it appears in the scrolling ticker bar at the very top of the dashboard — visible to the whole team.

Types of Achievements

The Announcement Ticker

At the very top of the dashboard, above everything else, is the scrolling ticker. It shows recent achievements from across the team — not just yours. This creates real-time visibility and culture around wins. When you see a teammate’s name in the ticker, that’s a genuine milestone they just hit.

My Numbers Look Wrong

1. Check your SHOW filter

   The most common cause. If you’re on “This Week” and expecting this month’s numbers, they won’t match. Set the filter to the right period first.
2. Check for missing dates

   A case with no Issue Paid Date or no Date Submitted can’t be counted in any period — it either falls into the current period by default or gets excluded. Add the missing date and recheck.
3. Verify against Syncis Points Report

   Syncis may have adjusted your target values. If the Syncis number is different from what you entered, update your row to match what Syncis shows.
4. Check for Chargeback rows

   Any row with Chargeback status is removed from Issue Paid totals. If a policy reversed and you changed the status, that’s correct — those points are gone.

Training Points Not Showing on Team Production

1. Confirm Training Type is set

   Must be “NL Field Training” or “Sales Training” — not None, not blank
2. Confirm Training Agent is from the dropdown

   A manually typed name won’t link to a portal account. Look for the SCA pill — if it says Missing SCA, it’s not linked.
3. Confirm Target PTS is entered

   No points value = nothing to calculate
4. Save and refresh Team Production

   Training data rolls up after a save. Hit Refresh on the Team Production tab to pull the latest.
5. For older rows — do the re-save

   Change Training Type to None → save → change back to NL Field Training → re-select trainee → save again. This re-links older rows to the current system.

SCA Code Shows as Missing

1. Check their TeamBPP profile

   Members → find person → About → Additional Information → SCA Code. If blank, they need to add it or an admin can add it.
2. Reload the dashboard

   After a profile update, a fresh load pulls the new data.
3. Add it on the Family Tree

   Recruits tab → find their node → Edit → SCA Code field → Save. This works as a fallback even if the profile field isn’t filled in.

Shared Case Shows Twice

1. Do NOT delete the ⇣ Shared In row

   If you manually entered a case that also got shared to you, the system auto-hides the duplicate. If you see both, don’t delete the shared one — delete your manual entry instead, or let the system handle it on next refresh.
2. The rule: if it’s shared in, don’t log it

   A ⇣ Shared In case is already on your tracker with your correct share. A second manual entry doubles the points. Trust the badge.

Team Production Showing Me Instead of the Agent I’m Viewing

After Installing an Update — The Right Sequence

1. Install the new plugin zip in WordPress
2. Purge LiteSpeed cache

   In cPanel or the LiteSpeed plugin — purge all
3. Hard-refresh in the browser

   Ctrl+Shift+R on desktop. On mobile, close the tab completely and reopen.
4. Open YOUR dashboard first

   This publishes your team data to the server so everyone downstream can read it
5. Team members open their dashboards

   They’ll now pull the updated data that you just published

Dashboard Changes Not Saving

If you see the red banner “Your changes are NOT being saved right now,” there are three common causes:

• You’re in Admin View-As mode — when you’re viewing someone else’s dashboard as admin, it’s read-only by design. Your edits won’t save as that person. Switch back to your own dashboard to make changes.
• Your session expired — log out of TeamBPP and log back in, then reload the dashboard
• Network issue — try refreshing the page. If the banner persists after refresh and you’re on your own dashboard, contact your site admin.