Built exclusively for EllieMD distributors

Know exactly where your team stands.

EllieMD Insights pulls your entire downline into one dashboard — PV, rank advancement, activity, and who's close to their next level.

Get Director Pro — $39/month Get Customer Pro — $19/month

No contracts. Cancel anytime. What's Customer Pro? ↓ · How it works ↓

New — Customer Pro · $19/month

Never lose a customer to a missed reorder.

Not coaching a downline right now? Customer Pro is just the Customers tab — retention tools for the customers you already have.

Know who to reach out to — and what to say

Import your customer order history from Trinity once (about 2 minutes), then just add the current month. Customer Pro turns it into a working reach-out list: who's due for a reorder, who's gone quiet, and a ready-to-send message for each.

Reorder-due and win-back queues, based on each customer's own ordering rhythm
AI-drafted opening lines — edit and send as a text or email
Contact book with notes, VIP flags, and "contacted" tracking
Included in Director Pro — upgrade anytime and your data comes with you

Get Customer Pro — $19/month Compare plans

Customers tab — reorder-due queue with AI-suggested outreach messages

Sound familiar?

Trinity shows you data.
It doesn't show you what to do with it.

Every piece of information you need is buried in your back office — if you know where to look.

You're checking Trinity daily but still can't see the big picture

Individual reports don't show you where your whole team stands at a glance. You're clicking around instead of coaching.

You find out someone ranked up — after the month ends

By the time you realize someone was close, the window has closed. Reactive coaching costs your team rank advancements.

You're tracking your team in a spreadsheet

Manual updates, stale data, and hours of your time every month just to know where your downline stands.

What you get

Trinity shows you numbers.
We show you what to do.

Eight views. Every one built around a specific coaching decision you need to make.

Know exactly who's active — and who's slipping

See your entire network segmented by activity: active last 30 days, slowing down, needs attention, or at risk of churning. Know your team's health at a glance so you coach the right people first.

Activity segments: 0–30d, 31–60d, 61–90d, Inactive 90d+
DV momentum — who's growing vs. declining
Inactive members broken down by your directs

Activity Health view showing active and inactive segments

Catch at-risk members before they go quiet

See every member who's falling behind their own monthly pace — ranked by how far off they are. Reach out with context, not a hunch. Turn reactive coaching into proactive retention.

Members flagged by pace vs. prior month
Prior PV, days since last order, and % of pace side by side
At-risk and inactive (90d+) in one Retention tab, with your direct on every row

Retention view — at-risk members ranked by pace

See who's one order away from a commission raise

The "Nearly There" list shows every member within striking distance of their next PV threshold — sorted by smallest gap first. A single text to the right person can unlock a commission bump for them and more volume for your team.

Commission tiers: $500, $2K, $5K, $8K — 25% up to 40%
Dollar gap to next threshold per member
Filterable by threshold, your directs, or name

Coaching — PV Commission Tier Tracker with Nearly There list

Map your team across the country

See where your network is concentrated — members and PV by state. Spot your strongest markets and find regions where volume is high but team density is low.

Top 20 states by member count and by PV
% of network and average PV per state
Click any bar to see members in that state

How it works

Up and running in three steps.

No IT setup. No integrations to configure. Just export, upload, and go.

Export from Trinity

Download your Genealogy CSV from your Trinity back office. Takes about 2 minutes.

Takes ~2 min

Upload to your dashboard

Click "Refresh Data" and select your file. That's it — no formatting, no cleanup needed.

One click

Your data is live

Your full downline populates instantly. Do it monthly after close to keep your view current.

Instant

See the full step-by-step guide →

Includes screenshots of every Trinity and dashboard step.

Pricing

Two simple plans.

Pick the level that fits how you work today. Cancel anytime — and upgrading later takes one email.

Customer Pro

For distributors focused on keeping their customers ordering.

$19

per month · cancel anytime

Reorder-due reminders for every customer
Win-back queue for customers who stopped ordering
AI-drafted outreach messages, ready to send
Contact book — notes, VIPs, contacted tracking
One-click order-history import from Trinity
Secure, private to your account

Start with Customer Pro

Upgrade to Director Pro anytime — your data comes with you.

FULL DASHBOARD

Director Pro

For leaders coaching a downline — everything in Customer Pro, plus the full team dashboard.

$39