Everything on the Dashboard - What it is and does
Widgets– The Dashboard can be customised at the user level to display the following range of data as desired:
- Top Clients by Fees ➡️ displays the top client accounts by total brokerage
- Top Clients by Cash ➡️ displays the top client accounts by CMT balance
- Top Cash Movements for Today ➡️displays the top accounts by cash movements within CMT
- Chart ➡️customisable graph to compare various stocks’ performance across a given time frame (1 month, 3 months, 1 year etc)
- Watchlist ➡️customisable table displaying daily price movements of indices or stocks
- Open Orders➡️ displays all unfilled & partially filled orders in the specified date range
- Expired and Expiring Orders ➡️outstanding orders that have been cancelled or due to be cancelled within the specified date range
- Confirmation Notes➡️ displays all confirmation notes within a specified date range
- Payments (Unpaid Buyers)➡️ list of client accounts with an outstanding debit ledger balance.
- Outstanding Sells ➡️ list of client accounts with an outstanding credit ledger balance
