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.
Don't take our word for it. Here's what our users are saying!
I love this tool. It is so simple and much easier to use than the alternatives. I am not techy at all and can barely use Excel. I also don't have time to learn Excel, so this was an incredible gift.
I love it. I could very clearly see the projected OV for the month and how it was going to be distributed within the team. Saved so many calculations!!
This is amazing! I have been waiting for something like this for a long time. Super easy to subscribe and set up, took less than 5 minutes. Thank you!!
This is Rock Star level
I only used a couple of features last night and was excited!! This is AMAZEBALLS!
My sister was just doing numbers and then she installed this thing and voila...saved her more than an hour's time and tons of frustration and it's organized!! Oh my GOSH, she's in love!!! I am, too!! Great tool!
EEEEEEEEEK!!!!!! This is SO AWESOME!!! Meshing this up with Mandy's structure training and GEEKING OUT already!!!!! Thanks for bringing this to us!
I absolutely love it! Really lets me see much quicker what is going on in my business
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.
What Do I Do?
STEP 1: SUBSCRIBE
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
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
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
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
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.
Quickly view Power of 3 status for anyone in your Downline.
See exactly where any gaps are at a glance.
Fully automated selections.
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.
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!
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.
If you are using the Google Chrome browser, simply click the button below and click "Add to Chrome" on the next page. The Toolkit will be added to your list of Extensions to the right of the address bar.
Use this option if you are using a non-Chrome browser.
To set it up, first make sure your Bookmarks toolbar is showing in your browser. Then click-and-drag the image to the left and drop it onto that Bookmarks toolbar.
Install on your Phone or Tablet