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When you log in to Sequifi for the first time, you'll land on your dashboard. This is your home base a snapshot of your sales, earnings, and overall performance. This guide will walk you through what to expect during your first login and help you understand how to navigate your dashboard.
When to Use This
You just received your Sequifi login credentials and are signing in for the first time
You want to understand what the different sections of your dashboard mean
You need to find where to go for specific tasks like viewing pay or checking sales
Step-by-Step Walkthrough
Understanding Your Dashboard
Once you're logged in, your dashboard gives you a quick overview of your performance and activity. Here's what you'll see:
Sales Report Section This area shows your sales activity at a glance. You can see how many accounts you've sold, your progress toward goals, and how your performance compares over time.
Progress and Goals If you've set personal sales goals, this section tracks how close you are to hitting them. It's a great way to stay motivated and see your growth.
Office Performance (for managers) If you're a manager or leader, you'll see additional information about how your office or team is performing. This includes total accounts, revenue, and individual rep stats.
Financial Overview Your dashboard may display information about your total payroll, recent pay periods, and which offices or markets are performing best. This helps you understand where your strengths are.
Navigating the Left-Hand Menu
On the left side of your screen, you'll see a menu with icons that take you to different parts of Sequifi. Here's a quick guide to what each section does:
Dashboard – Your home screen with a snapshot of your performance
My Earnings – View your sales, overrides, and pending pay
Arena – Access competitions, games, and incentives (if available to you)
Referrals – Submit leads for potential new hires
Hiring – Manage leads, interviews, and onboarding (for managers)
Management – View your team, schedules, and office details (for managers)
Reports – Access detailed reports on sales, pay stubs, and office performance
Requests & Approvals – Submit or track requests for advances, reimbursements, or disputes
Alert Center – View system alerts and action items that need your attention (for admins)
Support – Get help if you have questions
Accessing Your Profile
Your profile is where you can update personal information, view your organization, and manage your banking and tax details.
Look in the upper right corner of the screen. You'll see a circle with your initials (the first letter of your first and last name).
Click on your initials. A dropdown menu will appear with three options:
View Profile – Edit your personal info, address, tax details, and banking
Reset Password – Change your login password
Logout – Sign out of Sequifi
Click "View Profile" to access your full profile. From here, you can update your information anytime.
Tips and Common Mistakes
Write down your new password. After you change your temporary password, make sure you save it somewhere secure so you don't get locked out.
Complete all required fields. Fields marked with a red asterisk are mandatory. You won't be able to proceed until they're filled in.
Use the address dropdown. When entering your address, start typing and select from the dropdown list. This helps avoid errors. If the dropdown doesn't work, click "Enter Manually" to type it yourself.
Double-check your banking info. Incorrect routing or account numbers can delay your pay. Take a moment to verify everything is correct.
Don't skip document signing. If you skip signing required documents during onboarding, you may not be able to receive pay until they're completed. You can always find unsigned documents in your profile under the "Documents" tab.
What to Do Next
Now that you're logged in and familiar with your dashboard, here are some helpful next steps:
Understanding Your Role (Rep vs. Manager vs. Admin) – Learn what features are available based on your role
Viewing Your Pay Stubs – Check your past and upcoming pay
Viewing Your Sales (My Sales Tab) – See your account details and pipeline
Editing Your Profile – Update your address, banking, or tax information
If you run into any trouble during your first login or have questions about your dashboard, reach out to your manager or contact support, we're happy to help you get started!