REFERENCE GUIDE

Hierarchy Report Performance Categories

PERSONAL METRICS

👤 PERSONAL SUBMITTED RECRUITS

Individual recruitment counts broken down by every rank from Representative to Senior Vice President.

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💰 PERSONAL SUBMITTED PREMIUM

The dollar amount of insurance premium submitted by individuals at various rank levels.

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🆕 PERSONAL NEW LICENSES

A specific count of new licenses obtained across all generations at the personal level.

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📊 PERSONAL SECURITIES VOLUME

Financial volume including Indexed and Fixed Annuities.

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💵 PERSONAL CASH

A metric tracking cash flow or earnings for all representatives.

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BASE METRICS

🏢 BASE SUBMITTED RECRUITS

Recruitment numbers calculated at the 'Base' organizational level for leadership ranks.

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💎 BASE SUBMITTED PREMIUM

The dollar amount of premium calculated at the 'Base' organizational level.

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📜 BASE NEW LICENSES

The total number of new licenses calculated at the Base organizational level.

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🏗️ BASE NEW BUILDERS PREMIUM

A high-level production metric for the entire hierarchy.

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