The weekly report provides an overview of what happened in your account over the previous week and how you are tracking against your annual production goal. Each Monday the weekly business insights email is sent to the desired recipients.
Enabling Weekly Business Insight Emails
1. Admin users will navigate to Admin > Company
2. Scroll down to Business Insights
3. Click +Add Email
4. Search and select team members or enter an email
Note: Add coach email addresses to this list!
Note: Each link brings you to a list of people or a report in Follow Up Boss.