V7.30.0 - Empower Your IBs with Prop Trading Insights

Learn about all the details of all our recent CRM updates here.

Released Date - 13 December 2024

We’re thrilled to introduce a powerful new update that enhances your IBs’ ability to track their downlines' prop trading performance. With the newly added dashboard, your IBs will now have an integrated view of their downlines’ participation status, fees collected, participation fee commission rebates, and profit-sharing amounts. They will also have access to detailed prop trading reports, offering deeper insights into downline performance. These updates are designed to streamline monitoring and empower your IBs with the tools they need to optimize their operations. Dive in to explore the full range of improvements!

Key Function Highlights

1. IB Prop Trading Dashboard: This feature offers your IBs 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.

2. IB Prop Trading Reports: IBs can now access detailed reports on their downlines’ prop trading participation, commissions earned from prop trading activities, and profit-sharing payouts. These insights empower your IBs to track and optimize their downline performance more effectively.

1) Permission Settings

To grant your IBs access to prop trading insights, you'll need to enable the necessary permissions. Here's how:

1

Navigate to Client Group

1. Navigate to Settings > Client Group.

2. Find the Client Group you want to update and click the "View" icon.

   

2

Edit Client Group Permissions

1. Click "Edit".

   
2. Enable the "Prop Trading Statistics" permissions.

   
3. You can also set the number of downline levels your IBs can view.

   

3

Save Your Changes

1. Click "Save" to confirm the changes.

   

2) IB Prop Trading Dashboard

Once the necessary permissions have been granted, your IBs can view the Prop Trading Statistics by navigating to Referral > Prop Trading Statistics.

To access the IB Prop Trading Dashboard, click Overview.

IBs will be able to view the following data:

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.

  

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

3) IB Prop Trading Reports

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

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

IBs 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. IBs 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, IBs can click the "View" icon.

      
   4. They 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. IBs 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. IBs can filter the data by challenge type.

   2. Reports can also be downloaded.