No sample figures. Each view is marked with whether it works today or is waiting for broker data.
LiveApplications and funnel source
Every application with the page, campaign or referral it came from.
LiveBranch and network structure
Your Master IB, sub-IB and child branches in one hierarchy.
LiveOnboarding status
Where each applicant sits between application, verification and approval.
LiveMembers by branch
Approved members grouped by the branch that introduced them.
LiveReferral and campaign attribution
Which links and campaigns brought people in.
LiveVerified links and codes
Official broker links and codes, added only once issued by the broker after approval.
Awaiting Premier connectionClients, funded balances, deposits, lots, rebates and commissions
Broker finance reporting. No figures are shown until real data is connected.
LiveAudit history and access control
Who changed what and when, with role-based access to every view.