Network overview

Dashboard

22 accounts/6 introducing brokers/PU Prime live network

Updated 2 min ago

Performance

Funding & account health

Full report →

Fundings per month

Current month

12-mo average

Account status

League table

Top introducing brokers

All IBs →

#	Introducing broker	Tier	Clients	Lots 30d	Share of rebate	Rebate 30d	Trend

Client book

Accounts

Manage columns

Account	Client	Introducing broker	Status	Deposit	Balance	Lots 30d ↓	Rebate	Last trade

22 accounts

Dashboard Introducing broker

Updated 2 min ago

Performance

Funding & rebate history

Fundings per month

Current month

12-mo average

Account status

Client book

Accounts under this IB

Account	Client	Status	Deposit	Balance	Lots 30d	Rebate	Last trade

Introducing brokers

Updated 2 min ago

Network

All introducing brokers

#	Introducing broker	Tier	Clients	Lots 30d	Share of rebate	Rebate 30d	Trend

Click a row to open that IB’s page

Client book

Accounts

Introducing broker

All clients

Account book

Account	Client	Introducing broker	Status	Deposit	Balance	Lots 30d ↓	Rebate	Last trade

Performance

Funding & volume

Network-wide / Last 30 days

Updated 2 min ago

Deposits

Fundings per month

Accounts funded

Current month

12-mo average

Trading

Lots traded per month

Lots traded

Current month

12-mo average

Detail

Monthly breakdown

Month	Accounts funded	Lots traded

Revenue

Rebates

Real volume & rebate, straight from your PU Prime rebate report

Trend

Rebate per month

Current month

12-mo average

Rebate share by tier

Breakdown

Where the rebate came from

#	Client	Account	Lots	Gold rebate	Rebate	Share

League table

Rebate by introducing broker

#	Introducing broker	Tier	Lots 30d	Share of rebate	Rebate 30d	Gold $/lot	Trend

Insights

Analytics

Network trends & distribution/all charts in one place

Updated 2 min ago

Growth

Cumulative deposits under code

12-month trajectory

Acquisition

New clients per month

Retention

Client funnel

Network

Introducing brokers by tier

Clients

Top accounts by deposit

Efficiency

Clients vs rebate by IB

Each dot is an IB · up-and-left = high rebate from fewer clients

Distribution

Account sizes by deposit

Exports

Reports

4 available reports/generated from live data

Network summary

All introducing brokers with tier, client count, lots traded and rebate earned over the last 30 days.

Full account book

Every account in the network: deposit, balance, lots, rebate, status and last trade date.

At-risk & idle accounts

Accounts with no trades in 14+ days or inactive status, the retention worklist.

Rebate statement

Rebate earned per introducing broker, ready to reconcile against the broker payout.

Community

Events

Calendar

Sessions

Competition

Leaderboard

This month/resets on the 1st

Rankings

Top performers

Health

Retention

Needs attention

Idle & inactive, with age

Account	Client	Introducing broker	Status	Days since last trade	Account age	At-risk

At-risk = red status

Administration

Users & Roles

Tick a box to grant a role. Admin can do everything and manage roles. Master sees the whole network. Event Manager runs events. Content Manager runs the induction & resources. Only Admins can change roles.

User	PU Prime ID	Admin	Master	Event Mgr	Content Mgr

Administration

Audit log

A record of every user and role change: who did it, to whom, and when. Written server-side (including by database triggers), so it cannot be edited from the app.

to

When	Who	Action	Target	Detail

Get started

IB Induction

Library

Resources

Pipeline

Leads

Name	Type	Contact	Source	Introduced by	Status	Added

Community

ECHELON

Set your password

Verify it's you

Import account data

Retention & risk settings

Your account

Funding & account health

Top introducing brokers

Accounts

Funding & rebate history

Accounts under this IB

All introducing brokers

Network structure

Account book

Fundings per month

Lots traded per month

Monthly breakdown

Rebate per month

Where the rebate came from

Rebate by introducing broker

Cumulative deposits under code

New clients per month

Client funnel

Introducing brokers by tier

Top accounts by deposit

Clients vs rebate by IB

Account sizes by deposit

Network summary

Full account book

At-risk & idle accounts

Rebate statement

Sessions

Top performers

Idle & inactive, with age