How can I track New Clients, Active SIPs and Net Sales (MF) on the Partner Portal?
These cards in Performance Overview show how your business is growing this month.
Where to find it: Dashboard > Performance Overview
Key points
- New Clients (This Month): clients who opened an account under you this month, compared with last month.
- Active SIPs: number of live SIPs, the Monthly SIP Amount and New SIPs added this month. Click the card to open the SIP Calendar.
- Net Sales (MF): mutual fund purchases minus redemptions for the current month. Click the card to open Track > Net Sales.
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