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Partner Portal Reporting Tools

Updated over 3 months ago

The Partner Portal offers powerful data analytics tools to help you track and optimize your affiliate performance. Let's explore the comprehensive reporting features available in the Reports section:

Subpartner Analytics

Monitor your downline partners with detailed filtering options by email, account, level, signup period, and rebate payment timeframes. Track trading volumes from clients under your subpartners and analyze their rebate earnings.

Client Management

Access a comprehensive overview of your referred clients, including total client count, aggregate trading volume (in lots and USD), and total rebates earned. You can request to share contact information with clients through the contact sharing feature.

The client list provides key data points:

  • Client ID

  • Status (Active, Inactive, Changing Partners, Unavailable)

  • Client progress

  • Rebates

Client Account Details

Review detailed information about your referred clients' accounts:

  • Partner account association

  • Client's country

  • Client ID and account number

  • Account type

  • Registration date

  • Trading volume (lots/USD millions)

  • Profit performance

  • Last trading activity

  • Custom comments

Clicking "Show payments" reveals individual client transactions, with extensive filtering options available.

Rebate History

Track your earnings with a summary of total profit (USD), trading volume (lots), and trading volume (USD millions). Detailed rebate records include:

  • Period type

  • Payment date

  • Partner account details

  • Partner code

  • Client identification

  • Client account information

  • Account type

  • Client's country

Client Transaction Analysis

Access comprehensive trading activity data from your referred clients, including:

  • Total profit (USD)

  • Trading volume metrics

  • Transaction counts

  • Individual account performance

  • Payment dates

  • Instruments traded

  • Spread information

Pending Transactions

Monitor upcoming rebate payments with details on pending client transactions, including trading volume metrics and transaction counts. Rebates from these transactions typically process within 24 hours.

Performance Analytics

Evaluate your marketing effectiveness with daily-updated statistics on:

  • Link clicks

  • Registration conversions

  • KYC verification rates

  • First deposit success

  • Trading initiation (real/demo)

  • Volume metrics

  • Profit performance

Filter results by time period, country, campaign, UTM parameters, source domain, custom UTMs, and Partner code. You can group results by any two filters simultaneously for deeper insights.

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