Back Office
The numbers, from the records that produced them
Acquisition, conversion, funding, retention, revenue and partner performance are queries over the same ledger and client records the platform writes — not a warehouse someone has to keep in step.
Acquisition funnel
Last 30 daysRegistered
Verified
-28%Funded
-24%Traded
-7%Illustrative funnel. The point is that each drop-off is attributable to a stage.
The reports that get run every week
These are the questions management actually asks
Acquisition and conversion
Registrations, verification completion, first deposit and first trade, with drop-off between each stage visible by source.
Funding flows
Deposits and withdrawals by method, currency, group and period, with success rates per provider.
Retention and activity
Active client counts, dormancy, reactivation and lifetime value by cohort.
Revenue
Commission, spread, financing and fee income separated by source and by client group.
Partner performance
Referrals, conversion, volume and commission accrued per partner and tier.
See it live
The board pack, already assembled
Acquisition, funding, retention and revenue sit on the same screen, queried live from the records the platform writes rather than built overnight.
From record to board pack
There is no build step, so there is no window when the numbers are wrong
- Source
The records themselves
Reports query the client records and ledger the platform writes, rather than an extract that could omit or duplicate rows.
- Scope
Cut to the question
Period, client group, jurisdiction, source and partner combine freely, and the result can be saved as a named report.
- Deliver
Arrives without being asked
A saved report runs on a schedule to a named recipient list, so recurring numbers do not depend on anyone remembering.
- Extend
Your own tooling
The same records are available over the API, so business intelligence tools read the source rather than a re-keyed export.
What one source of truth settles
Most reporting disputes are two systems describing the same event differently.
One set of numbers
Management argues about the decision rather than about whose figures are right.
Visible funnel leaks
Stage-by-stage drop-off shows exactly where prospects are lost.
No reconciliation lag
Live queries mean the reports and the platform are never out of step.
Honest partner economics
Revenue against commission paid shows which partnerships actually work.
FAQ
Business reporting: common questions
5 short answers to what teams ask before a demo.
No. Reports query the same client records and ledger the platform writes to, which removes the extract step where rows are usually lost, duplicated or delayed.
Yes. Registration, verification, first deposit and first trade are reported as stages with the drop-off between each, broken down by acquisition source.
They reflect records as they are written, so a report run mid-day includes activity from minutes earlier. There is no overnight build.
Yes. Any saved report with its filters can run on a schedule to a named recipient list, in the same format as an on-demand export.
Yes. The underlying records are available over the API, so your business intelligence tooling reads the same source the built-in reports use.
Still have a question?
A specialist will answer it directly, with your set-up in mind.
Ask a specialistBuild your weekly pack with us
Tell us the numbers your board asks for and we will construct them in the console during the call.