WealthWave
Associate Activity Tracker
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Your 5-character WealthWave agent code
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WealthWave Tracker v8
Daily Log
Today's Points
0
⚪ 1 · No Timer
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Leaderboard
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📍 Your Neighborhood
3 reps above and below you — make it personal
Competitions
Head-to-head challenges & team battles
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My Profile
Your story, your org & your why
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WealthWave Codes
My Agent Code
Your 5-character WealthWave code
My SMD
Your direct upline SMD
⚡ Saving your SMD instantly links you to their team — their dashboard will start showing your numbers.
My Dream — My Why
What are you truly building this for?
Vision Board
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Upload up to 10 photos of what you're working toward — your dream home, car, family trips, lifestyle.
Personal Details
Phone
Email
Start Date
City / State
My Motto
My Team
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Contact Breakdown
How you're reaching out — and what's working
Contact Mix
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Total
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📊 Weekly Effectiveness Report
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Training Hub
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Chat
Team conversations
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My History
Tap any highlighted day to view that log
Monthly Summary
Log Business
Record a submitted case
Case Details
CLIENT NAME
SUBMISSION DATE
PRODUCT
TARGET PREMIUM / DEPOSIT
$
ESTIMATED COMP
$0
Recent Submissions
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Toggle any metric on or off. Hidden fields won't appear in your log — historical data is always preserved.
Manager View
Coaching & team management
👔 Manager Access
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Grant Manager Access
Select an SMD to give them team manager access. They log in with their existing name + PIN and will see their downline in Manager View.
Current Team Managers
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Competition Groups
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Create New Competition
Name
Metric
Participants
Group
Start Date
End Date
Duration
Active & Past Competitions
Contacts → 1st Appointment
Lower is better
🟢 Green (≤)
🟡 Yellow (≤)
Appointment Show Rate
Higher is better (%)
🟢 Green (≥)
🟡 Yellow (≥)
Follow-up Ratio
Higher is better
🟢 Green (≥)
🟡 Yellow (≥)
Close Rate
Higher is better (%)
🟢 Green (≥)
🟡 Yellow (≥)
Daily Calls Average
Higher is better
🟢 Green (≥)
🟡 Yellow (≥)
⚡ Quick Add
Last Week's Report
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🎯 Week Goals
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