Module Summary Cards
Toward the bottom of your Dashboard, you'll find summary cards for each of the main modules: Challenges, Funded Accounts, and Private Accounts. These give you a quick snapshot of activity in each area without leaving the Dashboard.
Challenges Summary Card
The Challenges card shows the state of your evaluation pipeline.
What's Displayed
Active Challenges The count of challenges currently in progress. These are evaluations you're actively working on.
Monthly Challenge Cost How much you've spent on challenges this month. Shown per currency if you have multiple.
Challenges by Phase A breakdown showing how many challenges are in each phase:
Single Phase
Phase 1
Phase 2
Phase 3+
This helps you see where your challenges are in the pipeline.
Most Recent Activity The latest event related to challenges, such as:
"New purchase" — A challenge was added
"Phase 1 started" — A challenge progressed
"Challenge completed" — A challenge was passed
Using This Information
High active count + low cost? You might have old challenges you forgot to update
Most activity is "new purchase"? You're investing in new challenges
Most challenges stuck in Phase 1? Consider whether your strategy needs adjustment
Navigation
Click "View All" in the card header to go directly to the Challenges page for full details.
Funded Accounts Summary Card
The Funded Accounts card shows your revenue-generating side.
What's Displayed
Active Accounts How many funded accounts are currently active and tradeable.
Total Payouts The sum of approved payouts during the selected period. This is your core business revenue.
Accounts with Payouts How many of your funded accounts have received at least one payout. This shows how many accounts are actually producing revenue.
Most Recent Activity The latest funded account event:
"Payout approved" — Money coming in
"New account" — A funded account was added
"Account breached" — An account was lost
Using This Information
Many active accounts but few payouts? Your accounts aren't generating revenue yet
High payouts from few accounts? You're dependent on a small number of performers
Recent breach? Check if you need to replace that revenue source
Navigation
Click "View All" to go to the Funded Accounts page.
Private Accounts Summary Card
The Private Accounts card summarizes your personal trading capital.
What's Displayed
Total Private Equity The combined current balance of all your active private accounts. This represents your owned capital.
Net Trading P&L Your actual trading performance—balance changes after adjusting for deposits and withdrawals. This is the only true measure of whether your personal trading is profitable.
Active Accounts How many private accounts you're currently tracking.
Most Recent Activity Recent events like:
"Balance updated" — A new balance was recorded
"Deposit" — Capital was added
"Withdrawal" — Capital was removed
Using This Information
High equity but low P&L? You have capital, but trading isn't generating returns
Positive P&L? Your trading is genuinely profitable (not just from deposits)
Multiple accounts? Consider whether you need all of them active
Navigation
Click "View All" to see the Private Accounts page.
How Summary Cards Relate to Dashboard KPIs
The module summary cards and the main KPI cards show different things:
Dashboard KPIs focus on cash movement:
Money in, money out, net result
What actually entered or left your bank account
Module cards focus on activity and status:
Counts of active items
Phase progression
Balance totals
Performance metrics
Think of KPIs as your "cash" view and module cards as your "operational" view. Both are important for understanding your business.
Recent Activity Section
Some Dashboard layouts include a unified "Recent Activity" section that combines events from all modules. This shows:
The event type (payout, purchase, balance update, etc.)
Which module it came from
When it happened
The amount (if applicable)
This helps you see what's been happening across your entire business without checking each module separately.
Using Module Cards for Quick Decisions
Daily check-in: Glance at the module cards to see if anything needs attention—new payouts to record, challenges to update, balances to verify.
Weekly review: Compare the numbers to last week. Are active challenges increasing? Payouts flowing in? Private account equity growing?
Before diving deeper: Use the cards to decide which module to visit. If you see a breach in Funded Accounts, click through to get details.
The module cards are designed to surface the most important information quickly, so you always know where to focus your attention.
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