Flows
Lead, KYC, deposit, and funded — where people stall.
Analytics
Numbers the board can ask for twice.
Client flow, retention, and trading activity from the same ledger the desks already use. Exports, not a second BI project.
On the desk
Reports that match the operation
If finance, sales, and risk disagree, the report is wrong. These read the shared ledger.
Retention
Who is still active, and which IB book is quiet.
Trading activity
Volume and accounts, tied to the CRM identity.
KPI desk
The few numbers leadership actually asks for.
Exports
CSV and API when a finance system needs the row.
IB view
Rebate and downline performance without a side workbook.
Illustrative figures stay labelled.
Live numbers belong to your environment.