Admin Panel

Seed and maintain reporting data.

Add brokerages, brokers, deals, and payment transactions for report generation.

Admin Actions

Seed sample records or wipe all data before a fresh demo run.

Brokerage

Create brokerages to associate brokers and deals.

    Broker

    Assign brokers to their brokerage.

      Deals

      Funding and commission data that drives the book and broker reports.

      DealBrokerageFundedCredited

      Payment Transactions

      Revenue report components are driven by transaction types.

      DateDealTypeAmount