Understanding the IB Dashboard: Key Features and Usage Guide

Описание: In this video, we’ll give you an in-depth overview of the IB dashboard, designed to streamline data management for IBs and their teams.

Daily Earnings Section
Starting with the Daily Earnings section, IBs can track their daily earnings whenever a downline executes a commission-generating trade. This allows them to see exactly how much they are earning each day. Additionally, they can monitor the total number of lots traded under their downline.

Team Overview
IBs have access to a complete list of their team members. In this section, they can view available commissions—this includes the total commission generated, the amount withdrawn, and the commission still available for withdrawal at any time.

Member Status & KYC Compliance
Below these sections, there’s an overview of member status, focusing on KYC compliance. IBs can quickly identify how many of their team members have completed the KYC process and how many are still pending.

Live Account Status & First-Time Deposits
The same applies to live account statuses. For example, if an IB has 16 team members, they can immediately see how many have opened live accounts and how many are still pending. Additionally, IBs can monitor whether their team members have completed first-time deposits (FTD), providing a clear insight into the financial activity within the team.