Maximize Your Business Growth with Client Dashboards
Effectively communicating with your clients is essential for growing your business. With the new Client Dashboards, understanding your clients and their needs has never been easier! This powerful tool gives you a deeper look into your clients' activity, helping you provide better service, send personalized communications, and ultimately, grow your business more efficiently.
How to Access Your Client Dashboards
Getting to your Client Dashboards is simple:
- Go to www.forever.com/back_office/client_list, or
- Log in to your Back Office, then click “Client Dashboard” under the Personal section on the left side of the screen.
This will take you to the Client List view, where you can see all of your clients at a glance.
How to Use the Client List
The Client List allows you to filter your clients based on their purchasing behavior. For example, you can:
- Identify clients who have or have not purchased specific product types.
- Set filters to create targeted lists based on purchase history and engagement.
- Email filtered lists to yourself for easy follow-ups and personalized outreach.
These features make it simple to send relevant news, promotions, and updates to specific groups of clients—allowing you to tailor your communications and improve engagement.
Exploring Individual Client Dashboards
Click on any client’s name in the Client List to view their personal dashboard. This page gives you a detailed snapshot of each client’s engagement with FOREVER, including:
✅ Contact Information – Easily reach out when needed.
✅ FOREVER Storage® Usage – See how much storage they have available.
✅ Purchase History – View their first and most recent purchases.
✅ Spending Insights – Check their total spending over the past 12 months.
✅ Product Types Purchased – Understand their interests and preferences.
✅ Order History – See details of past transactions.
✅ Event Participation – Find out which FOREVER events they have registered for.
By using this dashboard, you’ll gain valuable insights into your clients’ needs, making it easier to offer recommendations, share exclusive deals, and support their long-term engagement with FOREVER.
A Tool Built with Ambassadors in Mind
We collaborated closely with Ambassadors of all ranks to ensure this tool is as useful and effective as possible. The Client Dashboards are designed to help you streamline your communications, nurture client relationships, and grow your business with confidence.
Want to Learn More?
Check out the Frequently Asked Questions below for additional details on how to get the most out of your Client Dashboards.