Total Deposits
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Total Withdrawals
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Net Flow
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Deposits minus withdrawals
Total Leads
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Transaction breakdown
Top depositors this month
Top referrers by deposits
Top co-brokers by deposits
Customer Summary
Deposits, withdrawals and net balance per customer
| # | Date | Customer | Account | Type | Amount (USD) | Running Balance (USD) | Note |
|---|---|---|---|---|---|---|---|
Deposits by branch
| # | Branch (Desk) | Deposits (USD) | Withdrawals (USD) | Net (USD) | Transactions | Unique Depositors |
|---|---|---|---|---|---|---|
Top 12 by first deposits
| # | User | Desk | First Deposits (USD) | FTD Count | Total Deposits (USD) | New Clients |
|---|---|---|---|---|---|---|
Top 12 co-brokers
| # | Co-Broker | Branch | Deposits (USD) | Withdrawals (USD) | Net (USD) | Txns | Depositors |
|---|---|---|---|---|---|---|---|
Configure rates by position — different rates for different roles
Referrer Rates by Position
All referrers (default)%
Co-Broker Rates by Position
All co-brokers (default)%
Total Commission Payable
USD 0.00
Referrer commission breakdown
Total: USD 0.00
| # | Referrer | Branch | Position | Base (USD) | Rate | Commission (USD) |
|---|---|---|---|---|---|---|
| Load data first | ||||||
Co-broker commission breakdown
Total: USD 0.00
| # | Co-Broker | Branch | Position | Base (USD) | Rate | Commission (USD) |
|---|---|---|---|---|---|---|
| Load data first | ||||||
Lead counts, conversion rates and new client registrations per user
| # | User | Type | Total Leads | New Clients | Conversion % | Total Clients |
|---|---|---|---|---|---|---|