Total under management incl. 20% match
$0
Deposit AUM $387.4k · our match $77.5k
Deposit AUM
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Funded clients
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Total clients
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Avg client funding
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Current performance
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Avg purchase → funded
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Avg profit / client
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Client status 230 clients
230clients
Funnel — purchase → funded → active conversion 47%
53% of webinar buyers haven't funded yet — the biggest growth lever.
Retention & churn
15%
The loss is pre-funding: buyers who dispute/refund before depositing. Once funded, retention is ~100% — the leak is in onboarding, not the product.
Assets under management cash deposited · excludes the 20% match
Deposit AUM (cash)
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Gains
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Total equity (no match)
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Lost AUM (pulled out)
—
Total AUM over time own equity daily · deposits + gains − withdrawn
New vs lost, per month ■ new · ■ lost
Algorithm — 12-month rolling performance exact monthly gain/loss % MTD — · YTD — · all-time —
Each bar is that calendar month's exact return (2 dp). The outlined bar is the current month — month-to-date, still running.
Prototype · real performance figures from your Command Center database · week deltas illustrative until history accrues