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Dashboards

General Information​

The Dashboards section allows dealers to create customized data panels with widgets displaying key trading and risk metrics.

Key Features​

  • Dealers can create their own dashboards, use pre-set templates, or add widgets from a built-in library.
  • Each widget has adjustable settings to customize the displayed data.
  • Dashboards provide real-time monitoring of key performance indicators (KPIs) related to PnL, trading volumes, quotations, and risk exposure.
  • Users can import/export dashboards, customize layouts, and remove dashboards as needed.

This functionality ensures that critical trading data is easily accessible in a structured and visual format, helping dealers make informed decisions quickly.

You can find the Dashboards section under:
📌 Risk Management → Dashboards

Dashboards

Dashboard Templates​

Brokerpilot provides pre-set dashboards that display different trading metrics.

1. Total PnL & Winners (Pre-set Dashboard)​

This dashboard contains six widgets displaying:

  • Total Monthly PnL
  • Weekly PnL
  • Daily PnL
  • Session PnL Chart
  • Profitability of account groups
  • Profitability by trade reasons

Additionally, it includes a widget showing daily, weekly, and monthly winners.

2. Dealing Streams (Pre-set Dashboard)​

This dashboard displays:

  • Quotation flow (price feed) on the left
  • 100 last executed orders on the right

3. Big Picture (Pre-set Dashboard)​

This dashboard contains five widgets that provide real-time trading insights:

  • Net volumes by geolocation
  • Net exposure by symbols
  • Net exposure pie chart
  • Last executed orders list

4. Geo Net Volumes (Pre-set Dashboard)​

This dashboard contains three widgets that visualize net volumes based on:

  • Traders vs. Robots
  • B-Book vs. A-Book
  • Overall summary of net exposure

5. Current Rates (Pre-set Dashboard)​

This dashboard provides a live quotation feed for frequently traded symbols, including:

  • High and low rate values
  • Floating spreads

📌 Use the control panel in the top-right corner to:

  • Import dashboards
  • Export dashboards
  • Add new widgets
  • Remove dashboards

6. Executor (Pre-set Dashboard)​

This dashboard displays the flow of the last executed orders from multiple trade servers.

📌 Use the control panel in the top-right corner to:

  • Import dashboards
  • Export dashboards
  • Add new widgets
  • Remove dashboards

Creating a Custom Dashboard​

In addition to pre-set dashboards, dealers can create fully customized dashboards by:

  1. Adding widgets from the widget library
  2. Arranging the widget layout as needed

📌 This flexibility allows users to track only the metrics that matter to them.

Control Elements & Actions​

Located in the top-right corner of the dashboard, the control panel allows users to:

ActionDescription
Import DashboardUpload a saved dashboard configuration.
Export DashboardSave the current dashboard layout.
Add WidgetSelect and add widgets from the library.
Delete DashboardRemove a dashboard from the system.

By utilizing the Dashboards feature, dealers can efficiently monitor trading performance, detect risks, and improve decision-making in real time.