CRM Back Office User Guide (Abridged)
CRM Client Portal User Guide
  • Introduction
  • Back Office (Back-End)
  • 1. Back Office Portal Login
  • 2. Dashboard
  • 3. Risk Management Dashboard
  • 4. Leads
    • Creating New Leads
    • Editing Leads
    • Deleting Leads
    • Bulk Operations
    • Leads Reports
  • 5. Clients
    • Creating New Clients
    • Editing Clients
      • Admin Activities
      • Client Activities
      • Custom Tags
      • System Tags
      • Document Verification & Authentication
    • Deleting & Suspending Clients
    • Bulk Operations
    • Client Report
  • 6. Trading Accounts
    • Creating New Trading Accounts
    • Editing Trading Accounts
    • Bulk Operations
    • Trading Account Report
  • 7. Wallet
    • Viewing Wallet Details
    • Editing Wallet Details
    • Wallet Report
  • 8. Tasks
    • Tasks Actions
    • Tasks Report
  • 9. Approval
    • Requests Management
    • Multi-Level Approval
    • SumSub Verification
    • Approval Report
  • 10. Reports
  • 11. Notify
    • Email Notifications
      • Send Email Notifications
    • Pop-Up Notifications
      • Send Pop-Up Notifications
      • Revoking Pop-Up Notifications
  • 12. Bonus
    • Marketplace Installation
    • Types of Bonus Campaigns
    • Editing & Deleting Bonus Campaigns
    • Deposit Campaign Reports
  • 13. Prop Trading
    • Marketplace Installation & Permission Settings
    • Prop Challenge Structure
    • Prop Challenge Menus
    • Prop Trading Dashboard
    • View Prop Challenges
    • Setting Up Prop Challenges
    • Participants
    • Challenge Statistics
    • Profit Sharing
    • Participating in Prop Challenges
    • Prop Trading Challenges
  • 14. Trading Competition
    • Marketplace Installation & Permission Settings
    • Trading Competition Menus
    • Creating Trading Competitions
    • Competition Statistics
    • Trading Competition Reports
  • 15. Tier Upgrade
    • Marketplace Installation
    • Tier Upgrade Settings
    • Tier Upgrade Reports
  • 16. Tickets
    • Marketplace Installation
    • Ticket Management
      • Ticket Categories
      • View Tickets
      • Ticket Actions
    • Ticket Report
  • 17. Settings
    • Client Portal - Brand Settings
      • Navigation Settings
    • Client Portal - Security Settings
    • Client Portal - Transaction Settings
      • Deposit Settings
      • Payment Method Settings
      • Payment Gateway Icon
      • Withdrawal Settings
      • Withdrawal Method Settings
      • Match2Pay Withdrawal
      • Transfer Settings
      • External Exchange Rates
    • Client Portal - PSP Settings
    • Client Portal - Referral Program Settings
    • Client Portal - Open Account Settings
    • Client Portal - KYC Settings
      • KYC Configuration
      • KYC Dynamic Form
      • SumSub Settings
        • Marketplace Installation & Permission Settings
        • SumSub Settings
    • Client Portal - Client Group Settings
    • Client Portal - Login / Registration Settings
      • Registration Form
      • Notifications
      • Login Methods
      • Registration Process Settings
    • Client Portal - Risk Agreement
    • Client Portal - Live Chat Settings
    • Client Portal - Blacklist Settings
    • Back Office Portal - Brand Settings
    • Back Office Portal - Security Settings
    • Back Office Portal - Trading Platform Settings
    • Back Office Portal - Demo Account Settings
    • Back Office Portal - User Settings
      • User Management
      • Role Management
      • Team Settings
    • Back Office Portal - Commission Settings
      • Ranks
      • Symbol Groups
      • Rule Settings
        • Enabling Commission Rebates
        • Calculation Settings
        • Rebate Method Settings
        • Fixed Commission Scheme
        • Flexible Commission Scheme
    • Back Office Portal - Email Settings
    • Back Office Portal - Approval Settings
      • Types of Approval Methods
      • Approval Method Settings
      • Multi-Level Approval
        • Marketplace Installation
        • Process Settings
    • Back Office Portal - System Logs
    • Back Office Portal - Promotional Link Settings
    • Back Office Portal - Coupons & Promo Codes
    • Back Office Portal - Notification Settings
    • Back Office Portal - Dev Space
    • Back Office Portal - Twilio
      • Marketplace Installation & Permissions
      • Setting Up Twilio Account
      • Setting Up Twilio on CRM
    • Back Office Portal - Call Settings
      • Marketplace Installation & Permission Settings
      • AirCall Settings
  • 18. Other Functionalities
    • CRM Release Notes
    • CRM Marketplace
    • Notification Module
    • Change Password
    • Enable 2FA
    • Light and Dark Mode
    • Download Center
    • Promotion Links
    • Batch Operation
    • CRM Language
    • Log Out
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  • Broker Profit and Loss Chart
  • Top 5 Most and Least Profitable Traders

3. Risk Management Dashboard

Previous2. DashboardNext4. Leads

Last updated 1 year ago

This is an abridged version of the user guide, highlighting essential features. To access the full version with detailed steps, kindly reach out to your dedicated Account Manager.

The Risk Management Dashboard allows you to track your profits over time and provides projected profit analysis based on the hybrid A/B book risk management model. You will also have valuable insights on the top five most profitable traders and the top five traders with the most losses. This enables you to make more informed decisions as a broker, optimizing your A-book and B-book strategies to maximize returns.

This function is only available for brokers with MT4/5.

Broker Profit and Loss Chart

This chart provides a comprehensive view of your profits, projected profits, and profit growth over a specified period of time. This visual representation allows you to track and analyze your financial performance, enabling you to make informed decisions and strategies for maximizing profitability.

Top 5 Most and Least Profitable Traders

Within the risk management dashboard, you will have visibility of the top 5 most profitable traders on the left side and the top 5 least profitable traders on the right side. All profit amounts will be denominated in USD, even if the clients have different account base currencies. The system will automatically convert the profits to USD.