Reading Your KPI Cards
Below the status cards, four KPI cards show the numbers behind your business health. They break down into three income and cost components and one bottom line.
The Four KPI Cards
1. Total Payouts
Total approved payouts from your funded accounts for the selected period, your core prop trading revenue.
Source: Funded Accounts (approved payouts only)
It's surfaced on its own because payouts are usually your largest and most important revenue line. It's also counted inside Total Income below.
2. Total Income
All realized business income for the period, combining every income source.
Formula: Total Income = Payouts + General Income + Private Account Net Trading P&L
Sources: Funded Accounts (approved payouts), Transactions (general business income only), Private Accounts (realized trading P&L per account)
Private account trading P&L is included here because it's realized money your trading produced. Deposits and withdrawals are not, only the trading result.
3. Total Expenses
All costs for the period, including challenge costs, net of refunds. Shown as a negative number.
Formula: Total Expenses = (General Expenses + Challenge Costs) − Refunds
Sources: Transactions (general expenses), Challenges (challenge fees, upfront and subscription, plus challenge refunds)
Refunds reduce your expense total, they recover a cost, so they aren't treated as income. Challenge Costs and general Expenses are stored separately and summed together here.
4. Net Business P&L
The bottom line: your overall business profit or loss for the period.
Formula: Net Business P&L = Total Income − Total Expenses
Expanded: (Payouts + Income + Private Account P&L) − (Expenses + Challenge Costs − Refunds)
This is the Dashboard's headline metric and the number behind your Business Health Status. Positive means your business made money this period; negative means it didn't.
What's Included and Excluded
Included: approved payouts, income and expenses whether Paid or Unpaid, realized private account trading P&L, refunds (as a cost reduction).
Excluded: private account deposits and withdrawals, requested-but-unapproved payouts, and any unrealized or balance-only changes. (Unpaid transactions are still counted, Payment Status is an informational flag, not a filter on your totals.)
How the Numbers Are Displayed
These four Dashboard KPI cards always show whole numbers (no cents). For example, your Net Business P&L might display as $12,345 rather than $12,345.67. Flow figures like income, expenses, and totals are easier to read at a glance without decimals, and the exact source values are preserved in the underlying transactions if you need them.
Some cards elsewhere in the platform behave differently:
Total Funded Capital (Funded Accounts page) and Total Private Equity (Private Accounts page) can represent very large amounts, so they use abbreviated values like
$1.75Mor$245.8Kwhen above $100K. Hover over the card to see the exact full value.Line-item values inside the platform (individual transactions, payouts, refunds, balances) always show full precision with two decimal places.
Negative values display with the sign before the currency symbol (-$50), not after ($-50).
Multi-Currency Cards
Each KPI tile shows a single total in your display currency. If you have activity in more than one currency, the platform converts each entry into your display currency (using the rates you set in Settings → Currency) before adding it into the tile total, so you always see one combined figure rather than several currencies side by side.
To see what's underneath that total, expand the card with the chevron (⌄). The breakdown shows each currency's native amount alongside its converted value, for example €2,000 EUR → $2,180 USD. This is the place to check a total that looks off: confirm each native amount is right and that its converted figure matches the exchange rate in use.
Conversion uses the rates in your Settings, not live market rates, so keep those rates current if accuracy matters to you.
How to Read Them Together
High payouts, low Net Business P&L? Costs (often challenge purchases) are eating your revenue.
Net Business P&L positive but payouts low? Your private trading or other income is carrying the period.
Total Expenses spiking? Open the Yearly calendar or Money In vs Money Out chart to see which month and which cost.
Still need help? Ask the team