VAST CRM

Reporting & Analytics

Turn your CRM data into clear reports and useful business insights.

Where Reporting Gets Hard

Seven Gaps That Make Reporting Harder

Bring your CRM data together so your team can find, check and use the right numbers faster.

Brokerage teams work with data from many areas every day. Users, trading activity, deposits, withdrawals, KYC, IB activity and other records can quickly become hard to track when reports are spread across different places.

VAST CRM keeps reporting linked to the data already used across the CRM. Your team can review key numbers, check detailed records and use clear reports without rebuilding the same data again and again.

  1. 01

    Data was spread across different areas.

    User, finance, trading, KYC and partner data can sit in different parts of a brokerage operation. VAST CRM brings these records into connected reporting views, making key business data easier to find and review.

  2. 02

    Building reports took
    too much time.

    Teams should not need to collect data from several screens before they can understand daily activity. Reporting tools use CRM data to reduce manual work and make regular reporting faster.

  3. 03

    Important numbers were hard to find.

    A report is useful only when the right data is easy to reach. Dashboards bring key figures and activity into view, while detailed records help teams check what is behind each number.

  4. 04

    Trading and finance data were viewed apart.

    Trading activity, deposits, withdrawals and transfers all matter when reviewing brokerage performance. Connected reporting makes it easier to compare these areas and understand activity across the business.

  5. 05

    Partner activity needed manual checks.

    IB reports can include team size, trading volume and commission activity. Bringing these records into reporting views helps teams review partner activity without checking each record one by one.

  6. 06

    Past activity was
    harder to review.

    Good reporting should make both current and past activity easy to check. Detailed logs, transaction records and report history help teams review what happened and trace the data when needed.

  7. 07

    Reports were not easy to share or use.

    Different teams may need different views of the same business data. With report and export options, teams can prepare the information they need for review, records and daily operations.

Inside Reporting & Analytics

From Live Data to Clear Reports

Bring key CRM data into dashboards, detailed reports and easy-to-review records.

  1. Part one

    Data Overview

    Start with the data already stored in your CRM. Reporting can bring together key records from users, trading, finance, KYC, IB and other business areas for a clearer view of daily activity.

    • User and account data
    • Trading activity
    • Deposit and withdrawal data
    • Transfer and wallet records
    • KYC status and activity
    • IB and partner data
    • Operational activity records
  2. Part two

    Live Dashboards

    Turn important data into simple visual views. Dashboards help teams check key numbers, spot changes and follow business activity without going through every record.

    • Real-time business metrics
    • User activity insights
    • Deposit and withdrawal stats
    • KYC overview
    • IB performance data
    • PAMM activity insights
    • Visual charts and status views
  3. Part three

    Detailed Reports

    Go beyond the main dashboard when more detail is needed. Review individual records, activity history and transaction data to understand what is behind the numbers.

    • Detailed user reports
    • Transaction reports
    • Trade reports
    • Activity logs
    • Finance records
    • IB and PAMM reports
    • History and status tracking
  4. Part four

    Review & Export

    Make reports easier to review, share and use. Export available data when your team needs records outside the CRM, while keeping the original activity available for further checks.

    • Report export options
    • Detailed data records
    • Transaction history
    • Trade history
    • Activity tracking
    • Data for operational review
    • Reports for business records

Who uses the reports

One Reporting System, Six Ways to Use it

Give each team the data it needs to review activity, track performance and manage daily operations.

  • Management. Review users, trading activity, finance data and key business metrics from one reporting view to understand what is happening across the brokerage.
  • Finance teams. Track deposits, withdrawals, transfers, commissions and wallet activity with detailed transaction records and reports.
  • Trading teams. Review accounts, trades, positions, profit and loss, trade history and account performance through detailed trading reports.
  • IB managers. Check partner activity, team data, trading volume and commission records to keep the IB network clear and easy to review.
  • KYC and compliance teams. Track KYC status, user records and activity logs to support regular checks and keep important records easy to access.
  • Operations teams. Use user, transaction, KYC, IB and platform activity reports to review daily work, find records and follow operational changes.

Turn Your CRM Data into Clear Reports, Faster Reviews and Better Business Insight.

Book Your Demo Read the FAQ

Questions about Reporting & Analytics

Everything You Need to Know About Reporting

Simple answers about dashboards, reports, data, filters and exports in VAST CRM.

  • VAST CRM reporting can cover key records from users, trading, finance, KYC, IB and other CRM areas. This can include user activity, trading records, deposits, withdrawals, transfers, wallet data, KYC status, IB activity and other operational records available in the CRM.

  • Yes. Dashboards can show key numbers, status data and visual insights in one place. This helps teams review important activity faster without checking every record separately.

  • Yes. Detailed reports and activity records help teams review the data behind key numbers. You can check items such as users, transactions, trades, finance records and other available activity when more detail is needed.

  • Yes. Finance reports can help teams review deposits, withdrawals, transfers, commissions and wallet activity. Trading reports can cover accounts, trades, positions, profit and loss, trade history and account performance.

  • Yes. IB reporting can help teams review partner activity, team data, trading volume and commission records. KYC reporting can help track verification status and related user records for regular operational checks.

  • Yes. Available reporting data can be exported for business records, operational review and further analysis. Export options can help teams work with detailed CRM data outside the main reporting view when needed.