{"id":29181,"date":"2026-10-28T09:58:38","date_gmt":"2026-10-28T09:58:38","guid":{"rendered":"https:\/\/www.samco.in\/help-support\/?post_type=ht_kb&#038;p=29181"},"modified":"2026-10-28T09:58:49","modified_gmt":"2026-10-28T09:58:49","slug":"how-can-i-track-new-clients-active-sips-and-net-sales-mf-on-the-partner-portal","status":"publish","type":"ht_kb","link":"https:\/\/www.samco.in\/help-support\/article\/how-can-i-track-new-clients-active-sips-and-net-sales-mf-on-the-partner-portal\/","title":{"rendered":"How can I track New Clients, Active SIPs and Net Sales (MF) on the Partner Portal?"},"content":{"rendered":"\n<p>These cards in Performance Overview show how your business is growing this month.<\/p>\n\n\n\n<p><strong>Where to find it: <\/strong>Dashboard &gt; Performance Overview<\/p>\n\n\n\n<p><strong>Key points<\/strong><\/p>\n\n\n\n<ul><li>New Clients (This Month): clients who opened an account under you this month, compared with last month.<\/li><li>Active SIPs: number of live SIPs, the Monthly SIP Amount and New SIPs added this month. Click the card to open the SIP Calendar.<\/li><li>Net Sales (MF): mutual fund purchases minus redemptions for the current month. Click the card to open Track &gt; Net Sales.<\/li><\/ul>\n","protected":false},"author":65,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht_kb_category":[3019],"ht_kb_tag":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29181"}],"collection":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/users\/65"}],"replies":[{"embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/comments?post=29181"}],"version-history":[{"count":1,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29181\/revisions"}],"predecessor-version":[{"id":29183,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb\/29181\/revisions\/29183"}],"wp:attachment":[{"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/media?parent=29181"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_category?post=29181"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.samco.in\/help-support\/wp-json\/wp\/v2\/ht_kb_tag?post=29181"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}