Dashboard Summary

Learn how to read your business health signals and track overall performance.

Articles:

  1. Understanding the Dashboard

    • What the Dashboard shows you

    • Why it's read-only (all data comes from other modules)

    • The core question it answers: "Is my trading business profitable and sustainable?"

    • How the Dashboard counts realized money only

  2. Business Health Summary

    • What "Positive," "Flat," and "Negative" status means

    • How Net Business P&L drives the status

    • The Sustainability Meter: whether prop payouts alone cover your costs

    • Why one card includes private account P&L and the other doesn't

  3. Reading Your KPI Cards

    • The four cards: Total Payouts, Total Income, Total Expenses, Net Business P&L

    • How realized private account P&L feeds Total Income

    • Expanding cards to see currency breakdowns

    • What each metric tells you about your business

  4. Dashboard Charts

    • The Monthly Net P&L Graph: profitability per month

    • The Money In vs Money Out Chart: gross cash movement per month

    • Why refunds count as Money In on one chart only

  5. Using the Date Range and Currency Filters

    • Changing the time period (30 days, 90 days, this year, custom)

    • Filtering by currency

    • How filters affect all Dashboard sections

  6. The Yearly P&L Calendar

    • Reading the monthly calendar grid

    • Expanding months to see Prop Profit, Private Accounts Profit, Expenses, and Challenge Costs

    • Understanding each month's Net Business P&L

  7. Module Summary Cards

    • Challenges, Funded Accounts, and Private Accounts overviews

    • Navigating to detailed pages from the Dashboard

    • Recent activity tracking