CRM Client Portal User Guide
CRM Back Office User Guide (Abridged)
  • Introduction
  • Client Portal (Front-End)
  • 1. Account Registration
    • Trader Registration
    • IB Registration
    • Multi-Step Registration
    • Twilio Verify
  • 2. Login to Client Portal
  • 3. Dashboard
    • Dashboard Component
    • Become an IB
  • 4. Accounts
    • Create New Account or Bind Existing Account
    • Trading Account Operations
    • Trading Account Request History
  • 5. Funds
    • Deposit
    • Transfers
    • Withdrawals
    • Transactions
    • Request History
  • 6. Referrals
    • My Clients
    • Clients' Report
    • Commission
    • Clients' Request
    • Prop Trading Statistics
  • 7. Reports
    • Types of Reports
    • General Report Functions
  • 8. My Profile
    • User Information
    • Registration Information
    • Settings
    • Bank Card
  • 9. Prop Trading
    • View Prop Challenges
    • Participating in Prop Challenge
    • Prop Challenge Statistics
  • 10. Trading Competitions
    • View Trading Competitions
    • Participate in Trading Competitions
    • Trading Competition Leaderboard
    • Trading Competition Transactions
  • 11. Other Functionalities
    • Light and Dark Modes
    • Expand and Collapse Sidebar
    • User ID and Referral Code
    • Notifications
      • Coupons
      • Promo Codes
    • Download Centre
    • Ticketing
    • Languages
    • Logging Out
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On this page
  • 1. Prop Trading Dashboard
  • 2. Prop Trading Reports
  1. 6. Referrals

Prop Trading Statistics

PreviousClients' RequestNext7. Reports

Last updated 3 months ago

In the Prop Trading Statistics menu, you will be able to view prop trading insights of your downlines.

1. Prop Trading Dashboard

This feature offers you a snapshot of their downlines' prop trading activities. It provides essential data, including the number of downlines participating in prop challenges, participation fees paid, profit-sharing amounts received, and many more.

To access the IB Prop Trading Dashboard, click Overview.

You will be able to view the following data:

These insights are designed to give you a clear understanding of your downlines' prop trading engagement and financial contributions. Data is refreshed daily, with the most recent update time displayed at the top.

2. Prop Trading Reports

You can now access detailed reports on your downlines’ prop trading participation, commissions earned from prop trading activities, and profit-sharing payouts. These insights empower you to track and optimize your downline performance more effectively.

Reports are available under the "List" tab of Prop Trading Statistics.

You can toggle between the reports via the dropdown menu.

  1. Participants Report: Provides a list of downlines participating in prop challenges along with their respective statuses.

    1. You can apply filters such as challenge type, downline name, challenge status, and more for precise data analysis.

    2. Reports can be downloaded by clicking the "Download" button.

    3. For a detailed breakdown of a participant's prop challenge status, you can click the "View" icon.

    4. You will be redirected to the detailed prop challenge status page for the selected participant.

  2. Commission Report: Shows a list of participation fee commission payouts to downlines, including their statuses.

    1. You can filter the data by challenge.

    2. Reports can also be downloaded.

  3. Profit Sharing Report: Displays a list of profit-sharing payouts to downlines, along with their statuses.

    1. You can filter the data by challenge type.

    2. Reports can also be downloaded.

Unique Participants (Direct and Indirect)

  • Displays the total number of direct and indirect downlines who have participated in prop challenges.

  • If a single downline participates in multiple challenges, the data will show as 1.

Challenges Purchased (Direct and Indirect)

  • Reflects the total number of prop challenges purchased by direct and indirect downlines.

  • If a single downline purchases 2 challenges, the count will reflect as 2.

Total Participation Fee (Direct and Indirect)

  • Shows the total amount of participation fees paid by the IB’s direct and indirect downlines.

My Participation Fee Commissions

  • Displays the total IB commissions earned from the participation fees paid by their downlines.

  • IBs can click the "Details" icon to be redirected to the Transaction Report, where they can view a comprehensive breakdown of the Participation Fee Commission transactions.

My Profit Sharing

  • Highlights the total profit-sharing amount earned from their downlines' prop trading activities.

  • IBs can click the "Details" icon to be redirected to the Transaction Report, where they can view a comprehensive breakdown of the Profit Sharing transactions.