Data overview

Data overview is the daily operating dashboard of Finger Manager. It is mainly used by administrators, operations teams, trading teams, risk teams, and customer service teams to quickly understand the current business state after signing in.

The page summarizes key data from capital, customers, trading, IB agency, pending work, holding orders, and recent operations. It helps backend users decide which area requires attention before entering a specific module.

Finger Manager 后台(工作台) 后台管理
Dashboard / Data Overview

数据概览

集中查看资金、用户、交易、代理、待办、持仓和最近操作。

平台净值 1,248,620.45 +2.4%
用户净值 986,304.18 Online 42
持仓浮动盈亏 +12,486.20 Today +2,184
今日交易笔数 286 +12%
Capital Profit

资金收益

MonthWeek
Available margin 842,118.70
Floating P/L +12,486.20
Close profit +24,918.60
Fee income 8,426.30
Commission -1,240.60
Overnight interest 1,286.42
Traffic fee -420.18
Net deposit +86,300.00
User Operations

用户运营

Online 42
Register users 128
Open users 97
Net deposit +86,300
Total deposit 124,800
Withdrawal -38,500
Holding orders 42
Trade Performance

交易表现

AllForex
Trade amount 1,842,900
Trade volume 18,420
Trade count 286
Fee income 8,426
Net deposit +86,300
Broker profit +31,200
IB Agency

IB 代理

MonthToday
IB fee record 12,486
IB count 18
IB net deposit +44,210
EC
Emma ChenActive IB · 38 orders this month
+8,420
Trade Amount Trend

交易金额趋势

7D30D
MTWTFSS
Market Distribution

市场分布

46%Forex

Forex46%

Crypto28%

Stocks16%

Commodities10%

NZD/USD Long64%

XAU/USD Short58%

Notifications configured in Finger Manager can be delivered precisely inside Finger Trader App according to rules, audience, and schedule.

1. Top KPI cards

The top KPI cards provide a quick snapshot of the institution's current operating condition. They can include platform net worth, user net worth, position floating profit and loss, and today's trade count.

These values are designed for fast monitoring. They do not replace detailed capital, order, or customer reports, but they help users identify whether the overall state is normal.

2. Capital and profit

The capital and profit area summarizes key financial indicators within the selected period, such as available margin, floating P/L, closed P/L, fee income, commission expense, overnight interest, traffic fee, and net deposit.

This area helps finance, operations, and risk teams understand current capital movement and revenue-related changes before opening detailed reports.

3. User operations

The user operations area shows customer-side indicators such as registered users, opened users, online users, user net deposit, total deposit, total withdrawal, and current holding order count.

These indicators help operations and customer service teams understand whether customer growth, account opening, deposits, withdrawals, and active usage are moving normally.

4. Trading performance

The trading performance area summarizes trade amount, trade volume, trade count, fee income, trade net deposit, and broker profit by selected market or period.

Trading and risk teams can use this area to observe whether trading activity is concentrated in a market, whether the current volume has changed significantly, and whether further order review is needed.

5. IB agency and channels

The IB agency area displays agency-related indicators such as IB fee records, active IB count, IB net deposit, and active IB contribution.

This helps the institution understand channel contribution and identify which agency relationships may require follow-up.

6. Trend and market distribution

The trend chart is used to observe recent changes in trade amount or other key metrics. The market distribution area shows how activity is distributed across Forex, digital assets, stocks, commodities, or other enabled markets.

When one market or product becomes unusually concentrated, users can continue into trading management, product management, or risk-related pages for further review.

7. Pending items, positions, and recent operations

The right-side area brings together pending approvals, withdrawal requests, tickets, holding order status, risk indicators, and recent operations.

This section is designed as a daily work entry point. It helps users quickly decide which approvals, customer issues, trading events, or risk items should be handled first.

8. Permissions and data range

The dashboard is still controlled by Finger Manager roles, permissions, and data scope. Different users may see different modules, data ranges, or action entries.

For example, a trading operations user may focus on orders and positions, while a customer service user may only see customer and pending item information within the authorized range.

In short, Data overview is the daily starting page for Finger Manager. It does not replace detailed business modules, but it helps backend users quickly identify the institution's current operating state and decide where to act next.

  1. Start from platform net worth, user net worth, floating P/L, and today's trade count to understand the current operating baseline.

    The top cards provide a fast summary of the institution's current operating condition.
  2. Review capital profit, user operations, trading performance, and IB agency data to understand the main business drivers.

    Managers can compare capital, users, trading, and agency contribution in one screen.
  3. Use the trend and market distribution panels to observe recent trade amount changes and concentration by market.

    Trend and distribution data help identify market concentration and recent activity changes.
  4. Use the right rail to review pending approvals, holding order status, and recent operations that may require follow-up.

    The dashboard becomes the daily starting point for follow-up work.