Overview Dashboard – (Accounts Tab)
All metrics and visuals on this page respect the date range in the top-right corner and are updated periodically (near real-time, not second-by-second).
What the Overview dashboard is for
The Account Overview dashboard gives you a single place to understand the size, health, and behavior of your accounts and users over any date range.
It combines:
Account funnel metrics (Based on how you want to customize your challenges)
Risk and rule-breach rates
User counts and average accounts per user
Timing stats (how fast traders pass or breach)
Cohort analysis (how long new accounts survive before breaching)
Pass/fail breakdowns by challenge type and step
Global controls and context
Date range selector
Located in the top-right (for example: “Mar 2, 2024 – Mar 2, 2024”).
This selector controls the time window used for:
Account counts and percentages
“From last week” comparisons
Charts, cohorts, and pass/fail summaries
When you change the range, all cards and charts refresh to reflect that period.
Billable accounts note
At the top of the Accounts tab there is a yellow note that:
Clarifies that “Total Accounts” on this page may not equal your billable accounts as defined in your commercial contract.
If you need an exact billable count, you should confirm with your Project Manager.
This avoids confusion between operational metrics (what this dashboard shows) and billing metrics.
Account funnel metrics (top row)
These cards describe how many accounts you have and how they are distributed across the evaluation journey.
Each card shows:
A headline number (e.g. “3513 Accounts”)
A trend line such as “+11.8% from last week” comparing the current value to the same metric one week earlier
A “VIEW MORE” button that links to a deeper, filtered view
Total Accounts
What it is: The total number of trading accounts in your system within the selected period, across all phases and statuses.
How to use it:
High-level indicator of your overall scale.
The week-over-week % tells you whether your book of accounts is growing or shrinking.
Phase 1
What it is: Number of accounts currently in Phase 1 of your challenge program.
How to use it:
Represents the top of your evaluation funnel.
Rising Phase 1 numbers often mean successful marketing and sales, but may also lead to more downstream breaches if rules are strict.
Phase 2
What it is: Number of accounts that are currently in Phase 2.
How to use it:
Shows the throughput from Phase 1.
The “from last week” value helps you spot whether progression rates are improving or slowing.
Live Account
What it is: Number of live (funded) accounts.
How to use it:
This is your core funded trader base.
A growing live-account count indicates a healthy pipeline and/or easing rules; a flat or declining number may indicate stricter rules or weaker progression.
Platform-specific active accounts
Any trading platform – Active Accounts
What it is: The number of active accounts trading on the specific broker.
Scope:
Broker specific filters.
Reflects accounts considered active during the selected date range (based on configured activity criteria).
How to use it:
Understand how much of your business is concentrated on MT5 vs other platforms.
Use “VIEW MORE” to drill into broker specific account details (e.g. for platform migrations, broker discussions, or operational planning).
Risk and rule-violation metrics
This row tracks how often key risk rules are being hit and what share of your accounts are blocked or have passed.
All values are percentages of relevant accounts.
Daily DD Breached
What it is: Percentage of accounts that breached the Daily Drawdown rule within the selected period.
Interpretation:
A value like “31.94%” means roughly one-third of accounts hit daily drawdown limits at least once.
Why it matters:
High daily DD breach rates can signal that risk limits are tight, traders are over-leveraging, or your customer profile is highly aggressive.
Max DD Breached
What it is: Percentage of accounts that breached the overall Max Drawdown rule in the period.
Interpretation:
Indicates how many accounts reach terminal loss limits and typically fail the challenge.
Why it matters:
A high Max DD breach rate can suggest challenge difficulty is high or trader quality is low.
Useful for tuning risk settings and challenge design.
Blocked Accounts
What it is: Percentage of accounts that are currently in a Blocked status.
Reasons accounts may be blocked (depending on your configuration):
Serious rule violations
Compliance/KYC issues
Manual administrative actions
Why it matters:
Helps compliance and ops see how large the blocked population is, relative to the whole book.
Passed Accounts
What it is: Percentage of accounts that have successfully passed their challenge (i.e. reached profit targets without violating key rules).
Why it matters:
A core KPI for challenge difficulty and trader success.
Combined with revenue and payouts, it helps you evaluate business model sustainability.
User-level metrics and timing metrics
Total Users
What it is: The number of unique registered users in your system (e.g. “8369 Users”).
Trend:
Shows percentage change “from last week” to track user growth.
How it differs from Total Accounts:
Users are people; accounts are trading accounts.
One user can own multiple accounts, so Total Users ≤ Total Accounts.
Average Accounts per User
What it is: The average number of accounts per user (e.g. “0.42 Accounts”).
How it’s calculated:
Total number of accounts / total number of users.
Why it matters:
Higher values mean traders are buying more than one challenge on average, which is good for revenue but may change your risk profile.
Very low values indicate many one-time participants, suggesting a need to focus on retention and re-engagement.
Avg Pass Time
What it is: The average time it takes for an account that eventually passes to actually pass, shown as days, hours, and minutes (e.g. “20d 14h 15m”).
Scope:
Only includes accounts that successfully passed during or before the selected period.
Why it matters:
Helps you understand how long traders stay in the evaluation phase before success.
Useful for setting expectations with traders and modeling cash-flow timing for new accounts.
Avg Breach Time
What it is: The average time until breach for accounts that end up violating key rules (e.g. “14d 23h 7m”).
Scope:
Usually includes accounts that failed due to drawdown or rule breaches.
Why it matters:
Tells you how quickly bad or high-risk accounts flame out.
Comparing Avg Breach Time vs Avg Pass Time helps you see whether traders usually fail quickly or linger before failure.
Pending Affiliate Payouts
What it is: The number and value of pending affiliate payouts (e.g. “0 payouts (USD 0.00)”).
Scope:
Counts affiliate payout requests that are in a pending state and show the total USD amount expected if all are approved.
Why it matters:
Helps finance and affiliate managers track outstanding liabilities to partners.
A spike in pending payouts can indicate successful affiliate campaigns or a backlog in processing.
Pass/Fail highlights of the last 30 days
This section is a combined chart that visualizes pass/fail activity day-by-day over roughly the last month.
Title: “Pass/Fail highlights of the last 30 days”.
X-axis:
Calendar dates (e.g. Jan 19 – Feb 23), one per day.
Y-axis:
Counts of passed and failed/blocked accounts.
What you see:
A line representing one of the series (for example, total new accounts or passes).
Vertical bars in two colors:
One color for passed accounts.
One color (often negative direction) for failed/blocked accounts.
How to use it:
Spot daily spikes in passes or failures (e.g. after marketing pushes, broker outages, or rule changes).
Identify whether there are repeat patterns on specific weekdays (e.g. more failures around news events).
Account Retention Cohort
This component provides a cohort-style heatmap that shows how long new accounts survive before breaching challenge rules.
Rows:
Each row is a creation cohort (e.g. “December 2025”, “January 2026”, “March 2026”).
The subtitle under each month shows “Accounts Created: X” – how many accounts were created in that month.
Columns:
Time windows such as “Breach in 30d”, “Breach in 60d”, “Breach in 90d”, “Breach in 120d”, “Breach in 150d”, “Breach in 180d”, “Breach in 1yr”.
Cells:
Each cell shows:
A count of accounts (e.g. “280”) that breached for the first time within that window.
A percentage (e.g. “18%”) representing that count as a share of the cohort.
Cells are colored more intensely as the numbers and percentages increase, making patterns easy to see at a glance.
How to read it:
For a cohort like “December 2025 – Accounts Created: 1,599”:
“Breach in 30d: 280 (18%)” → 18% of those accounts breached within their first 30 days.
“Breach in 60d: 713 (45%)” → by 60 days, 45% had breached.
“Breach in 90d: 919 (57%)” → by 90 days, 57% had breached, etc.
Why it matters:
Lets you see how durable each month’s cohort is.
Helps answer questions like:
“Are new cohorts breaching faster after a pricing or rules change?”
“Which months produced particularly strong or weak traders?”
Useful for adjusting challenge parameters, marketing targeting, and educational content.
Pass/fail by challenge type and step
At the bottom of the Overview dashboard you’ll see a set of cards, one per challenge configuration, such as:
Instant Funding
One Step
Two Step
(and others, depending on which products your firm runs)
Each card contains a small table with the following columns:
Step – The challenge step (1, 2, 3, etc.).
Passes – Number of accounts that successfully completed that step in the selected period.
Fails – Number of accounts that failed at that step in the selected period.
Fail Rate – The fail percentage for that step, typically Fails / (Passes + Fails), shown as a percentage.
Total – Total accounts that reached that step during the date range (Passes + Fails).
How to use these step tables
Compare difficulty across products:
For example, if Instant Funding Step 1 shows a much higher fail rate than Two Step Step 1, Instant Funding may be materially harder at that stage.
Identify problematic steps:
If a particular step (e.g. Step 2 of One Step) has an unusually high fail rate, it may be:
Too difficult relative to other steps
A sign of mis-aligned rules
A place where extra education or support would help traders succeed
Monitor funnel throughput:
Total counts and passes tell you how many traders are progressing from Step 1 → Step 2 → Live per product.
Putting it all together
In summary, the Overview → Accounts dashboard lets you:
See how many accounts you have at each stage of the challenge funnel.
Understand how active and risky your book is (daily/max DD breaches, blocked vs passed).
Track the size and behavior of your user base (total users, accounts per user, pass/breach times).
Monitor affiliate liabilities via pending payouts.
Analyze daily pass/fail patterns over the last month.
Study cohort durability (how long new accounts last before breaching).
Compare pass/fail performance across different challenge configurations and steps.
This makes it the primary page for operations, risk, and leadership teams to gauge the overall health of the firm at a glance.