Understanding the Dashboard

The Dashboard is your business command center. It pulls together data from every other module and shows whether your trading business is actually profitable.

What the Dashboard Answers

"Is my trading business profitable and sustainable?"

To answer that, it shows:

  • Your headline profitability (Net Business P&L)

  • A plain-language health status and a sustainability check

  • The income and cost components behind the headline

  • Monthly and yearly profit trends

  • A gross cash-flow view

  • Summaries of each module

Everything is calculated from data you enter elsewhere — the Dashboard itself is read-only.

The Key Principle: Realized Money Only

The Dashboard counts realized results — money that has actually moved or trading that has actually closed:

  • Payouts count when approved

  • Income and expenses count when Paid

  • Private account trading P&L counts as the realized trading result (Current Balance − Starting Balance − Deposits + Withdrawals)

Private account deposits and withdrawals are never counted — moving your own capital in or out isn't profit or loss. Only the trading P&L from those accounts flows into the Dashboard.

Dashboard Sections

From top to bottom:

  1. Business Health Status — Positive / Flat / Negative status for the period

  2. Sustainability Meter — whether prop payouts alone cover your operating costs

  3. KPI Cards — Total Payouts, Total Income, Total Expenses, Net Business P&L

  4. Monthly Net P&L Graph — profitability per month

  5. Money In vs Money Out Chart — gross cash movement per month

  6. Yearly Net P&L Calendar — month-by-month grid for the year

  7. Module Summary Cards — quick stats for Challenges, Funded Accounts, Private Accounts

Where Private Account P&L Is and Isn't Included

This trips people up, so it's worth stating plainly:

  • Net Business P&L, Business Health, the Monthly graph, and the Yearly calendar all include realized private account trading P&L. It's real money, so it counts toward profitability.

  • The Sustainability Meter excludes it — that metric only asks whether prop payouts cover operating costs.

  • The Money In vs Money Out chart treats private P&L as cash in, alongside payouts, income, and refunds — it's a gross cash view, not a profitability view.

Why the Dashboard Is Read-Only

You can't edit anything directly here. The Dashboard reflects your source data, so fixes happen at the source:

  • Payouts → Funded Accounts

  • Challenge costs → Challenges

  • Income and expenses → Transactions

  • Account balances → Private Accounts

What the Dashboard Doesn't Show

It focuses on business financials, not trade analytics. You won't find win rates, individual trades, real-time broker balances, or metrics like Sharpe ratio or max drawdown. For per-trade analysis, use your trading platform; for private account performance detail, use the Private Accounts module.

Next: Business Health Summary →