Glossary · Platforms
Trader dashboard
- Also called
- client dashboard
- trader portal
- trader area
What it means
In a prop firm, the dashboard is the product traders use every day after checkout. A good one shows each account's balance and equity, the current daily and maximum loss levels in dollars, progress toward the profit target, trading days counted, and payout eligibility.
Dashboards usually come from the CRM or white-label provider. Firms can often brand them and sometimes customize which metrics appear, but not always how rules are calculated.
The dashboard is where rule disputes start or end. If it shows the trader exactly where their breach level is, before the breach, most disputes never happen.
Related terms
Read these next.
Prop firm CRM
Daily loss limit
Trailing drawdown
Rules page
Risk engine
On your website
Where this shows up on a prop firm site.
Challenge pricing table
Prop Firm Launch Cost Calculator
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