Partner Dashboard Demo

Your plan

Stage 9 of 10 · Retention

View full plan

Qualify

Setup

Brand

Content

Funnel

Setters

Funded

Retention

Scale

Next taskHost your first weekly live session in the VIP group· due Fri 31 Oct

Commission this month+18%

$5,955

From 397 lots · vs $5,040 in September

Lots this month+18%

397

110 lots this week

Funded clients+9

38

9 new this month

Net deposits+12%

$84.5K

$6.2K withdrawn this month

Volume trend

Lots traded per week

911

Lots · 12 weeks

Client health

Who's trading

Active26
Low activity7
Inactive 30+ days5

Funnel · October

Leads to funded accounts

Priority actions

Needs you today

5 clients haven't traded in 30 daysSend the re-engagement message from your Telegram templates
View
12 new leads waitingMessage every lead within 24 hours to book a call
Open
3 clients made their first depositWelcome them in the VIP group
View
Monthly review with IB SystemsThursday 30 Oct · 20 minutes
Prepare

Latest activity

Recent clients

All clients

38 funded clients under your link

Next payout1 Nov

$5,955

October · 397 lots

Paid to date

$12,240

July to September

Lifetime lots

1,213

Since joining in July

Statements

Monthly commission

Month	Lots	Commission	Status	Paid on
October 2026	397	$5,955	Pending	1 Nov 2026
September 2026	336	$5,040	Paid	1 Oct 2026
August 2026	268	$4,020	Paid	1 Sep 2026
July 2026	212	$3,180	Paid	1 Aug 2026

Your plan

10 stages from sign-up to scale

8 of 10 done

01
Recruit and qualify
Discovery call with IB Systems.
Done
02
Agreement and setup
Agreement signed, sub-IB link tested.
Done
03
Brand and offer
Name, logo, bio and offer approved.
Done
04
Ads and content
30-day content plan live.
Done
05
Funnel and landing page
Page live, leads going into the CRM.
Done
06
Telegram onboarding
Free channel and welcome flow running.
Done
07
Setter calls and CRM
Every lead messaged within 24 hours.
Done
08
Funded accounts
First 10 funded accounts reached.
Done
09
Retention
Keep clients active and trading.
- Join the IB Systems signal feed
- Set up the VIP group
- Host a weekly live session
- Re-engage clients inactive for 30 days
In progress
10
Commission and scale
Monthly review, next targets, recruit your own sub-IBs.
Next

Welcome back, Jordan.

Lots traded per week

Who's trading

Leads to funded accounts

Needs you today

Recent clients

38 funded clients under your link

Monthly commission

10 stages from sign-up to scale

Recruit and qualify

Agreement and setup

Brand and offer

Ads and content

Funnel and landing page

Telegram onboarding

Setter calls and CRM

Funded accounts

Retention

Commission and scale

Growing an IB

Content that converts

Sales calls

Telegram setup

Keeping clients trading

Using your dashboard