WealthWave
Associate Activity Tracker
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Your 5-character WealthWave agent code
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Daily Log
Today's Points
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Dashboard
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Leaderboard
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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 Direct Leader's Code
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⚡ Saving your leader code instantly links you to their team — their dashboard will start showing your numbers.
My Dream — My Why
What are you truly building this for?
Personal Details
Phone
Email
Start Date
City / State
My Motto
My Team
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My History
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Monthly Summary
Settings
Customize your daily log
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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Name
Metric
Start Date
End Date
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 (≥)
🏆
Achievement!