Your Agent Dashboard — Overview & Key reports

Summary
Your Agent Dashboard is the central place to track customers, orders, downline performance, and commissions. This article explains the main panels and how to use them.

Dashboard at a glance

• Summary tile: Quick totals for sales, active customers, and commission pending.
• Recent orders: A timeline of most recent purchases linked to your Business ID.
• Downline / Team: View your direct recruits and their activity (adds, purchases).
• Reports: Export sales and commission reports for selected date ranges.

Common tasks

1. Search for a customer or order: Use the search box to find order numbers or customer emails.
2. Download commission statements: Open Reports > Commissions and choose a date range to export CSV/PDF.
3. Update team info: From the Downline area, click a member to view their contact and enrollment details.

Tips for daily use

• Check the dashboard daily for new orders so you can follow up with customers quickly.
• Use the exported reports to reconcile commissions at the end of each month.
• Keep your downline contact info up to date to ensure training and support reach them.

Troubleshooting

• Missing orders or commissions: Confirm the order was placed with your Business ID. If misplaced, open a support ticket with order number and evidence.
• Report export errors: Try a smaller date range; if problem persists contact billing@luxara.global.