The Quick Glance (30 Seconds)

When you first open the Dashboard, take in the high-level signals:

Business Health Status

• Green (Positive): More money in than out. Good.

• Red (Negative): More money out than in. Investigate.

• Gray (Flat): Breaking even or minimal activity.

Net Result Number

Is it what you expected? A surprise here means something needs attention.

Date Range

Check which period you're viewing. "Last 30 days" and "This year" tell very different stories.

The Weekly Check (5 Minutes)

KPI Cards

Review each card:

Money In:

• Is this primarily payouts (good) or mostly refunds (just recovering costs)?

• Any recent increase or decrease?

Money Out:

• Challenge costs or general expenses?

• Any unusual spending?

Net Result:

• Positive? Keep doing what you're doing.

• Negative? Is this temporary (new challenges) or a trend?

Challenge Costs:

• Higher than usual? You're investing in new challenges.

• Zero? You haven't bought challenges recently.

Module Cards

Quick scan:

• Active Challenges: How many evaluations in progress?

• Active Funded Accounts: How many revenue sources?

• Recent Activity: Anything unexpected?

The Monthly Deep Dive (30 Minutes)

P&L Calendar Analysis

Look at the full year view:

Color Pattern:

• Mostly green = consistently profitable

• Alternating red/green = volatile

• Mostly red = concerning trend

Expand Key Months: Click on your best and worst months. What drove them?

• Big payout? High challenge costs?

• Unusual expense? Multiple failures?

Compare This Month to Last:

• Better or worse? Why?

• Is the trend improving?

Trend Analysis

If your Dashboard has trend charts:

• Is Money In growing over time?

• Is Money Out stable or increasing?

• Is the net result trending up or down?

Module Deep Dives

Click through to each module:

• Challenges: Pass/fail rate, cost per funded account

• Funded Accounts: Which accounts produce most revenue?

• Private Accounts: Is your trading P&L positive?

Key Questions to Ask

"Am I Actually Profitable?"

Net Result tells you if money in exceeds money out. But dig deeper:

• Is income mostly payouts (trading success) or refunds (cost recovery)?

• Are challenge costs sustainable given your pass rate?

"Where Does My Money Come From?"

Expand Money In to see:

• Payouts: Your trading revenue

• Refunds: Recovered costs

• Income: Other sources

Healthy businesses have payouts as the primary source.

"Where Does My Money Go?"

Expand Money Out to see:

• Challenge costs: Investment in getting funded

• Expenses: Operational costs

High challenge costs with few payouts = poor conversion rate.

"Is My Business Sustainable?"

Compare:

• Total payouts over 6 months

• Total challenge costs over 6 months

Payouts should significantly exceed challenge costs for sustainability.

"What Changed?"

If numbers look different:

• Change date range to isolate periods

• Compare this month vs. last month

• Look for new items in recent activity

Reading Warning Signs

Red Flags

Consistently Negative Net Result: You're spending more than earning. Either increase revenue or cut costs.

High Challenge Costs, Low Payouts: Pass rate may be too low. Review your trading approach.

Money In = Mostly Refunds: You're failing challenges and getting money back. Not actual revenue.

Many Active Challenges, Few Funded Accounts: Pipeline isn't converting. Focus on passing evaluations.

Funded Accounts Active but Few Payouts: Are you trading? Are accounts close to breach?

Yellow Flags

Single Month Negative: Could be normal—you invested in new challenges. Watch next month.

Expenses Creeping Up: Review if all expenses are necessary.

Revenue Dependent on One Account: Diversify. What if that account gets breached?

Making Decisions from Dashboard Data

"Should I Buy Another Challenge?"

Check:

• Current pass rate (completed challenges / total attempts)

• Time since last payout

• Current net result

If profitable with good conversion, yes. If already negative with low pass rate, maybe improve first.

"Should I Cut Expenses?"

Check:

• Are you profitable even with expenses?

• Which expenses provide value?

Cut unused tools, not investments that improve your trading.

"Am I Ready to Scale Up?"

Check:

• Consistent positive net result (3+ months)

• Multiple funded accounts generating payouts

• Challenge costs are small relative to revenue

If yes, consider more/larger challenges.

Dashboard Rhythms

Daily

Quick glance at recent activity. 10 seconds.

Weekly

Review KPI cards and module summaries. 5 minutes.

Monthly

Deep dive on P&L calendar and trends. 30 minutes.

Quarterly

Compare quarters, analyze patterns, plan adjustments. 1 hour.

Next: Preparing for Tax Season →