Sample Dashboard — showing illustrative metrics for demonstration purposes
Welcome back, Rajesh!
Your partnership dashboard — real-time insights & quick actions
+12.5%
AUM Under Management
₹1245 Cr
+28.3%
Earned Commissions
₹18.5 Cr
+8 this month
Active Clients
127
In alts products
Active Subscriptions
45
+18.3%
Website Traffic
12.4K
+24.5%
Enquiries Received
89
+5.2%
Engagement Score
78/100
Recent Activity
View allSUB-2401
Rajesh Gupta · Akshay Housing AIF - G
₹25 Lac
ActiveRED-2402
Priya Sharma · IVY Alternative Fund
₹50 Lac
RedeemedSUB-2403
Amit Patel · Motilal Oswal P2P
₹10 Lac
ActiveCommission Trends
Last 3 months — Actual vs Target
Client Growth
Monthly progression — YTD
Compliance Check
Quarterly Portfolio Review
Due: Mar 31, 2026
KYC Update Reminder
Due: Apr 15, 2026
Tax Documentation Deadline
Due: May 31, 2026
Partner Status
Current Tier
Gold Partner
₹120 Cr AUM until Platinum
✓ Unlocked: Model portfolios • Priority support • Exclusive events
Performance Snapshot
Conversion Rate
24.8%
↑ +3.2% vs last month
Avg Client Size
₹98 Lac
↑ +₹12 Lac growth