CRM Back Office User Guide (Full)
CRM Client Portal User Guide
CRM Back Office User Guide (Full)
CRM Back Office User Guide (Full)
  • Introduction
  • Back Office (Back-End)
  • 1. Back Office Portal Login
    • Reset Password
  • 2. Dashboard
    • Static Data Statistics
    • Dynamic Data Statistics
  • 3. Risk Management Dashboard
    • Risk Management
  • 4. Leads
    • Creating New Leads
    • Editing Leads
      • Viewing Lead Details
      • Admin Activities
      • Custom Tags
    • Deleting Leads
    • Bulk Operations
    • Leads Reports
  • 5. Clients
    • Creating New Clients
    • Editing Clients
      • Viewing and Editing Client Details
      • 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
      • Trading Account Actions
      • Trading Platform Information
      • CRM Information
      • Trading Account Reports
    • Bulk Operations
    • Trading Account Report
  • 7. Wallet
    • Viewing Wallet Details
    • Editing Wallet Details
    • Wallet Report
  • 8. Tasks
    • Task List
    • Creating Tasks
    • Completing Tasks
    • Editing Tasks
    • Deleting Tasks
    • Tasks Report
    • Calendar
  • 9. Approval
    • Creating New Requests
    • Reviewing Requests
    • Multi-Level Approval
    • SumSub Verification
    • Approval Report
  • 10. Reports
    • CRM Reports
      • Transactions Report
      • Fixed Commission Report
      • Flexible Commission Report
    • Trading Platform Reports
      • Trade History Report
      • Open Positions Report
      • Pending Orders Report
      • Account Capital Report
      • Comprehensive Account Report
        • MT4 Comprehensive Account Report Extension
  • 11. Notify
    • Email Notifications
      • Send Email Notifications
        • Simple Method - Manual Entry
        • Simple Method - HTML Code
        • Simple Method - Email Design Templates
        • Advanced Method - AI Editor
      • Historical Data
    • Pop-Up Notifications
      • Send Pop-Up Notifications
        • Simple Method - Manual Entry
        • Simple Method - HTML Code
        • Advanced Method - AI Editor
      • Historical Data
      • Revoking Pop-Up Notifications
  • 12. Bonus
    • Marketplace Installation & Renewal
    • Bonus Policies
    • Types of Bonus Campaigns
      • Creating Deposit Bonus Campaigns
      • Creating New Referral Bonus Campaigns
    • Editing & Deleting Bonus Campaigns
    • Deposit Campaign Reports
      • Bonus Payout & Report Flow
  • 13. Prop Trading
    • Marketplace Installation & Permission Settings
    • Prop Challenge Structure
    • Prop Challenge Menus
    • Prop Trading Dashboard
    • View Prop Challenges
    • Setting Up Prop Challenges
    • Editing Prop Challenge Settings
    • Deleting 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
    • Trading Competitions Operations
    • Competition Statistics
    • Trading Competitions Approval Settings
    • Trading Competition Reports
  • 15. Tier Upgrade
    • Marketplace Installation & Permission Settings
    • Creating Tier Upgrade Rules
    • Editing & Deleting Tier Upgrade Rules
    • Tier Upgrade Reports
  • 16. Tickets
    • Marketplace Installation & Permission Settings
    • Ticket Management
      • Ticket Categories
      • View Tickets
      • Replying Tickets
      • Assigning Tickets
      • Ticket Status
      • Ticket Logs
    • Ticket Report
  • 17. Settings
    • Client Portal - Brand Settings
      • Domain Settings
        • Create New Domain
        • Delete Domain
        • Why Cloudflare?
      • Brand Settings
        • Website Name & Logo
        • Default Mode
        • Landing Page Style
      • Login Page Configuration
        • Login Background Image & Login Logo
        • Navigation Mode
        • System Language & Default Language
      • Navigation Settings
        • Create New Navigation Tabs
        • Editing Navigation Tabs
        • Disabling Navigation Tabs
        • Sorting Order of Navigation Tabs
        • Deleting Navigation Tabs
    • Client Portal - Security Settings
      • Remote Login Prompts
      • Password Strength Settings
      • Two-Factor Authentication Setting
      • Failed Login Attempt Limit
    • Client Portal - Transaction Settings
      • Deposit Settings
      • Payment Method Settings
        • Create New Payment Methods
        • Editing Payment Methods
        • Enable / Disable Payment Methods
        • Deleting Payment Methods
        • Sorting Payment Methods
        • Exchange Rates
      • Payment Gateway Icon
      • Withdrawal Settings
      • Withdrawal Method Settings
        • Create New Withdrawal Methods
        • Editing Withdrawal Methods
        • Enable / Disable Withdrawal Methods
        • Deleting Withdrawal Methods
        • Sorting Withdrawal Methods
        • Exchange Rates
      • Match2Pay Withdrawal
        • Securing Match2Pay Withdrawal Process
        • Application
      • Transfer Settings
      • External Exchange Rates
    • Client Portal - PSP Settings
      • Create PSP Platform
      • Editing PSP Settings
      • Deleting PSP Settings
      • Sorting PSP Settings
      • PayPal Settings
        • Marketplace Installation & Permission Settings
        • PayPal Account
        • Creating PayPal Settings
        • View PayPal Settings
        • Edit PayPal Settings
        • Delete PayPal Settings
      • ChillPay Settings
        • Marketplace Installation & Permission Settings
        • ChillPay Account
        • Creating ChillPay Settings
        • View ChillPay Settings
        • Edit ChillPay Settings
        • Delete ChillPay Settings
      • Match2Pay Settings
        • Marketplace Installation & Permission Settings
        • Match2Pay Account
        • Creating Match2Pay Settings
        • View Match2Pay Settings
        • Edit Match2Pay Settings
        • Delete Match2Pay Settings
        • Application
      • Stripe Settings
        • Marketplace Installation & Permission Settings
        • Stripe Account
        • Creating Stripe Settings
        • View Stripe Settings
        • Edit Stripe Settings
        • Delete Stripe Settings
        • Application
      • Fireblocks Settings
        • Marketplace Installation & Permission Settings
        • Fireblocks Account
        • Creating Fireblocks Settings
        • Fireblocks Security Measures
        • View Fireblocks Settings
        • Edit Fireblocks Settings
        • Delete Fireblocks Settings
        • Application
    • Client Portal - Referral Program Settings
      • Referral Program Design Settings
      • Referral Program Overview & Details
    • Client Portal - Open Account Settings
      • Creating New Account Type
      • Other Account Type Settings
      • Editing Account Types
      • Hiding Account Types
      • Deleting Account Types
    • Client Portal - KYC Settings
      • KYC Configuration
      • KYC Dynamic Form
        • Creating New KYC Form
        • Form Type Settings
        • Editing KYC Form
        • Disabling KYC Form
        • Deleting KYC Form
        • Sorting KYC Form
        • Field Groups
        • KYC Form Fields
        • Country List Options
      • SumSub Settings
        • Marketplace Installation & Permission Settings
        • Register SumSub Account
        • Configure KYC Levels on SumSub
        • Obtaining SumSub Token & Secret Key
        • Connecting SumSub to CRM
        • Document Verification
        • Authentication
    • Client Portal - Client Group Settings
      • Creating Client Groups
      • Editing Client Group Permissions
      • Deleting Client Groups
      • Sensitive Fields
    • Client Portal - Login / Registration Settings
      • Registration Form
        • Creating New Fields
        • Editing Fields
        • Disabling Fields
        • Deleting Fields
        • Sorting Fields
        • Form Section
        • Country List Options
      • Disable Email OTP Verification
      • Notifications
      • Login Methods
      • Referral Setting
      • Registration Process Settings
    • Client Portal - Risk Agreement
      • Setting Up Risk Agreement
    • Client Portal - Live Chat Settings
    • Client Portal - Blacklist Settings
    • Back Office Portal - Brand Settings
      • Domain Settings
      • Brand Settings
      • Login Page Configuration
    • Back Office Portal - Security Settings
    • Back Office Portal - Trading Platform Settings
      • Editing Trading Platform Settings
      • Synchronizing Groups, Symbols and Server Time Zone
      • Account Number Range Settings
      • Restart Gateway
    • Back Office Portal - Demo Account Settings
    • Back Office Portal - User Settings
      • User Management
        • Creating Users
        • Editing Users
        • Resetting Password for Users
        • Disable Users
        • Deleting Users
      • Role Management
        • Creating Roles
        • Editing Roles and Permission Rights
        • Data Permissions
        • Deleting Roles
        • Sensitive Fields
      • Team Settings
        • Creating Teams
        • Editing Teams
        • Deleting Teams
    • Back Office Portal - Commission Settings
      • Ranks
        • Creating Ranks
        • Editing Ranks
        • Deleting Ranks
        • Sorting Ranks
      • Symbol Groups
        • Creating Symbol Groups
        • Editing Symbol Groups
        • Deleting Symbol Groups
        • Sorting Symbol Groups
      • Rule Settings
        • Enabling Commission Rebates
        • Calculation Settings
        • Rebate Method Settings
        • Zero Commission Record Settings
        • Fixed Commission Scheme
          • A) Creating Fixed Commission Schemes
          • B) Editing Fixed Commission Schemes
          • C) Deleting Fixed Commission Schemes
          • D) Sorting Fixed Commission Schemes
          • E) Application of Fixed Commission Scheme
        • Flexible Commission Scheme
          • A) Creating Flexible Commission Schemes
          • B) Editing Flexible Commission Scheme
          • C) Deleting Flexible Commission Scheme
          • D) Sorting Flexible Commission Scheme
          • E) Pip Settings
          • F) Application of Flexible Commission Scheme
        • Commission Calculations
    • Back Office Portal - Approval Settings
      • Types of Approval Methods
      • Approval Method Settings
      • Multi-Level Approval
        • Marketplace Installation
        • Process Settings
        • Application of Multi-Level Approval
    • Back Office Portal - System Logs
      • System Email Logs
      • Client & Admin Login Log
      • Operation Log
    • Back Office Portal - Promotional Link Settings
      • Creating Promotional Links
      • Sharing Promotional Links
      • Viewing Performance Analytics of Promotional Links
      • Editing Promotional Links
      • Disabling Promotional Links
      • Deleting Promotional Links
      • Application of Promotional Links
    • Back Office Portal - Coupons and Promo Codes
      • Marketplace Installation & Permission Settings
      • Coupons
      • Promo Codes
    • Back Office Portal - Notification Settings
      • Email Provider
      • Notification Templates
        • Notification Template Settings
        • Preview Templates
        • Disabling Templates
        • Editing Templates
    • Back Office Portal - Dev Space
      • Webhooks
      • Open API Keys
      • Security Credentials
    • Back Office Portal - Twilio
      • Marketplace Installation & Permissions
      • Setting Up Twilio Account
      • Setting Up Twilio on Your CRM
      • Application of Twilio
    • Back Office Portal - Call Settings
      • Marketplace Installation & Permission Settings
      • AirCall Account Registration
      • Setting Up AirCall on CRM
      • Application
  • 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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2. Dashboard

PreviousReset PasswordNextStatic Data Statistics

Last updated 4 months ago

The CRM Dashboard is a valuable tool for brokers, offering a comprehensive view of clients, Introducing Brokers (IBs), and overall business operations. It consists of two distinct sections:

  1. Static Data Statistics: This section provides automatically generated statistics based on essential data. These statistics give brokers an immediate snapshot of critical information, enabling quick assessments of their operations' status.

  2. Dynamic Data Statistics: In this section, the dashboard presents dynamic data statistics. Unlike static data, these statistics are also generated by the system, but they come with the flexibility to customize the date range.