Active goals
—
This period
On track
—
Hitting pace
At risk
—
Behind pace — review below
Completed
—
This period
Active goals
Pace marker
shows where you should be today
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New funded accounts
On track
Traders who opened a TraderOS account and funded it this month.
14
of 20
70%
pace · 63%
Recruit new sub-IBs
At risk
Sub-IBs signed onto your network this quarter. Quality over quantity.
3
of 8
38%
pace · 63%
Total book volume
Ahead
Aggregate lots traded across your entire book (direct + sub-IB network).
3,580 lots
of 4,500 lots
80%
pace · 63%
Client retention rate
On track
% of clients active from month-1 to month-3. The number that compounds.
82%
target 85%
96%
target band
Content cadence
At risk
Pieces published across Reels, Shorts, and YouTube this month.
7
of 15
47%
pace · 63%
Recently completed
Last 90 days · 9 goals closed
March · Commission
Hit $30k monthly rebate
Q1 · Network
Grow network to 40 sub-IBs
March · Clients
18 new funded accounts
Feb · Volume
Cross 3,000 lots/month
Q1 · Retention
Lift M3 retention to 80%
Feb · Content
Launch podcast — 4 eps
Goal-hit streak
7
months of hitting
at least 3 of 5 targets
at least 3 of 5 targets
Oct '25
Sep '26
What's driving progress
1
Gold volume from 3 elite clients
Alex M, Sarah K, David R driving 62% of total lots.
+28% MoM
2
Warm intros from existing IBs
Referral-sourced accounts converting 3.2× better than cold.
+14 leads
3
Reels reaching new audience
Your last 4 posts hit 2.3× your usual reach.
+230% reach
4
Sub-IB recruitment slowed
2 prospects stalled at contract stage. Follow up.
-40% vs pace
Upcoming deadlines
Apr 30Mon
Month-end — all April goals lock6 goals close · 11 days out
May 15Fri
Mid-Q2 reviewRe-scope anything off-track
Jun 30Tue
Q2 close — 40 sub-IBs targetCurrently at 31 · 9 to go