Superadmin
Welcome back, Superadmin
Revenue this month
+18%
$32,500
▲ 18% vs last month
Current billing cycle
New purchases
This month
13
across 6 distributors
Active distributor channels
Awaiting activation
Action needed
7 clients
purchased, no report run yet
Activation backlog
Active distributors
Network
14 / 16
2 with no sale in 30d
87.5% channel engagement
Top distributors this month
This month
Northstar Advisors
$9,200
Apex Distribution
$7,400
Vantage Partners
$5,100
Clearline Group
$4,300
Beacon Financial
$3,100
$0k
$2k
$4k
$6k
$8k
$10k
Client activation funnel
Conversion
1
Purchased
148
100%
14.9% awaiting first report generation
2
Activated (1st report)
126
85.1%
43.9% drop-off prior to second run
3
Returned for 2nd report
61
41.2%
Needs attention
3 flagsDistributors
| Company Name | Status | Clients Sold | Total Sales | Margin (Distributor Cut) | Date Added |
|---|---|---|---|---|---|
|
AD
Apex Distribution Network
marcus@apex.com • +1 (555) 234-8901
|
Active | 148 | $185,000.00 |
$111,000.00
60.0% split
|
Jan 14, 2026 |
|
NH
Nordic Health & Partners
contact@nordichealth.se • +46 8 123 4567
|
Active | 92 | $115,000.00 |
$69,000.00
60.0% split
|
Feb 03, 2026 |
|
PR
Pacific Rim Solutions
partners@pacificrim.sg • +65 6789 0123
|
Active | 64 | $80,000.00 |
$48,000.00
60.0% split
|
Mar 18, 2026 |
|
EC
European Corporate Diagnostics
admin@eurocorp-diag.eu • +49 30 9876 5432
|
Suspended | 41 | $51,250.00 |
$30,750.00
60.0% split
|
Apr 22, 2026 |
|
BA
Beacon Advisory Group
support@beaconadvisory.com • +1 (555) 765-4321
|
Active | 28 | $35,000.00 |
$21,000.00
60.0% split
|
May 10, 2026 |
|
MG
Meridian Global Alliances
c.mendoza@meridianglobal.com • +1 (555) 890-1234
|
Active | 16 | $20,000.00 |
$12,000.00
60.0% split
|
Jun 05, 2026 |
AD
Apex Distribution Network
Active
Total Clients
Verified Volume
148
Active accounts provisioned across corporate & individual licenses
Total Revenue Generated
Gross Deal Volume
$185,000.00
Client resale benchmark: $1,250.00 / client sale
Total Margin (Distributor Cut)
60.0% Margin
$111,000.00
Platform Cost: $74,000.00 ($500.00 / sale)
Distributor Sales History
Every client provisioned and sold by this distributor partner.
| Client Name | Purchase Date | Package Tier | Resale Amount | Platform Cost | Margin | Status |
|---|---|---|---|---|---|---|
|
NW
Nexus Wealth Advisory
accounts@nexuswealth.com
|
Aug 14, 2026 | Corporate 250 | $1,250.00 | $500.00 | $750.00 | Completed |
|
SH
Silverstone Holdings
treasury@silverstone.com
|
Aug 11, 2026 | Enterprise 500 | $1,250.00 | $500.00 | $750.00 | Completed |
|
OM
Olympus Medical Group
risk@olympusmed.org
|
Aug 02, 2026 | Corporate 250 | $1,250.00 | $500.00 | $750.00 | Completed |
|
CA
Crestview Capital Asset
ops@crestviewcap.com
|
Jul 24, 2026 | Comprehensive 100 | $1,250.00 | $500.00 | $750.00 | Completed |
|
VG
Vanguard Biotech
finance@vgbiotech.io
|
Jul 19, 2026 | Corporate 250 | $1,250.00 | $500.00 | $750.00 | Completed |
Report Branding Preview
Read-only oversight of PDF header configurationAD
Apex Distribution Network
Strategic Financial Assessment Division
CONFIDENTIAL AUDIT
Powered by Acme Inc. Engine
Client Comprehensive Actuarial Review
"This tailored advisory document is prepared by Apex Distribution Network under license with Acme Inc. calculation benchmarks."
Brand Primary: #2563eb
Header Format: Co-Branded A4
Distributors configure their own report headers and color palettes in their portal. Superadmins review this preview to ensure regulatory brand compliance.
Clients
Distributor:
| Client Name | Associated Distributor | Purchase Date | Last Activity Date |
|---|---|---|---|
|
NW
Nexus Wealth Advisory
accounts@nexuswealth.com
|
Apex Distribution Network | Aug 14, 2026 | Today, 09:42 AM |
|
SH
Silverstone Holdings
treasury@silverstone.com
|
Apex Distribution Network | Aug 11, 2026 | Yesterday, 16:30 |
|
KM
Kallio Maritime Group
contact@kalliomaritime.fi
|
Nordic Health & Partners | Aug 08, 2026 | Sep 08, 2026 |
|
SL
SingaCorp Logistics
ops@singacorp.sg
|
Pacific Rim Solutions | Jul 29, 2026 | Sep 01, 2026 |
|
BC
Bavaria Clinical Diagnostics
k.mueller@bavariaclinic.de
|
European Corporate Diagnostics | Jul 15, 2026 | Jul 15, 2026 |
|
CC
Crestview Capital Asset
ops@crestviewcap.com
|
Beacon Advisory Group | Jun 28, 2026 | Aug 25, 2026 |
|
AE
Andean Energy Consortium
contact@andeanenergy.cl
|
Meridian Global Alliances | Jun 12, 2026 | Aug 19, 2026 |
|
OM
Olympus Medical Group
risk@olympusmed.org
|
Apex Distribution Network | May 30, 2026 | Aug 02, 2026 |
Billing & revenue
Total purchases
Lifetime
389
Lifetime client licenses across all distributors
Client revenue collected
Resale Volume
$486,250.00
Sum of retail prices collected from clients
Platform revenue
Platform Take
$194,500.00
Distributor fees paid to platform (actual take)
Distributor margin paid out
Partner Margin
$291,750.00
Net earnings retained by distributors
Distributor pricing & margin
| Distributor Name | Client Resale Price | Margin per Unit | Units Sold | Platform Revenue | Action |
|---|
Transactions ledger
Sale events across all distributor channels. Status lifecycle consists of Paid, Pending, or Refunded states only.
| Client Name | Distributor | Date | Amount Charged | Status | Invoice |
|---|
Configuration
Diagnostic Questionnaire & MCQ Configuration
Add, edit, or customize questionnaire steps and multiple-choice questions (MCQs) asked to clients during financial assessments.
Total Active Steps:
5 Steps
Core Actuarial Steps:
Steps 1–3 (Locked)
Custom MCQ Steps:
Steps 4–5 (Configurable)
| Step # | Category / Step Title | Question Prompt | Question Type | Options Preview | Required | Actions |
|---|
Actuarial Calculation & Formula Modules
Configure baseline inflation rates, mortality expectations, capital buffer multipliers, and healthcare cost escalation benchmarks.
Last updated by Superadmin on Sep 11, 2026 at 12:45 UTC
Welcome back, Marcus Vance
Clients sold
+14.3%
24
▲ 14.3% vs last month
Current month closed deals
Commission earned
20% split
$18,200
Gross sales: $91,000 (20% commission)
Earned this billing cycle
Pending payment
Cash-flow alert
3 invoices ($4,500)
Overdue invoices awaiting settlement
Cash-flow risk
Open pipeline
In progress
6 quotes
awaiting response
Est. commission: $4,500
Your sales this month
September 2026
10
8
6
4
2
0
5
7
8
4
Week 1
Week 2
Week 3
Week 4*
Your client activation funnel
This Month
1
Purchased
24
100%
5 clients haven't run their 1st report (20.8% drop-off)
2
Activated (1st report)
19
79.2%
10 clients haven't returned for a 2nd report (52.6% drop-off)
3
Returned for 2nd report
9
37.5%
Needs attention
3 flagsMy Clients
6 Clients
| Client Organization | Reports Generated | Last Active | Status | Actions |
|---|
Sales History
10 Sales Recorded
| Client Name | Sale Date | Amount Paid by Client | Payment Status | Invoice Ref |
|---|
Welcome back, Sarah Jenkins
Individual Assessment
Comprehensive profiling on cognitive styles, stress coping mechanisms, and decision-making fortitude.
Score: 94 / 100
| Assessment Evaluation Title | Category | Date Taken | Readiness Score | Report Status | Actions |
|---|---|---|---|---|---|
|
Executive Leadership & Resilience Index
REF: IND-2026-089
|
Individual | Sep 6, 2026 | 94 / 100 | Completed | |
|
Cognitive Flexibility & Adaptive Thinking Profile
REF: IND-2026-074
|
Individual | Aug 20, 2026 | 88 / 100 | Completed |
Assessments
Interactive personal financial risk evaluation, comprehensive protection gap analysis, and actuarial benchmarks.
Individual Assessment
Individual Assessments
5 Evaluations
Total Evaluations
5
Lifetime personal audits on record
Completed Benchmarks
4
Fully calculated & verified
In Progress / Draft
1
Awaiting input completion
Active Net Protection Gap
$85,000
Latest diagnostic shortfall
| Assessment Title & ID | Subject / Client | Evaluation Date | Status | Action |
|---|
Executive Financial Health & Coverage Review
Completed REF: IND-2026-089Comprehensive personal protection gap analysis, income replacement modeling, and mortgage liabilities buffer.
Client / Subject
Sarah Jenkins
Assessment Track
Individual Protection
Assigned Advisor
Marcus Vance, CFP
Evaluation Date
Sep 6, 2026
Individual Financial Diagnostic Questionnaire
Enter your personal and financial parameters. Pure client-side calculations run instantly upon submit.
1
Personal Profile
2
Income & Liabilities
3
Existing Policies
Diagnostic Results & Protection Gap
Run REF: IND-2026-089 • Completed on Sep 6, 2026 • Client-side benchmark v2.4
Net Protection Gap
$85,000
Coverage needed: $750,000 vs In-force: $665,000
Readiness Index
94 / 100
Top 5% financial preparedness in income bracket
Income Replacement
72%
Target benchmark is 70-75% annual replacement
Emergency Horizon
9.2 Mos
Exceeds minimum 6-month living cost threshold
Protection Breakdown & Gap Analysis
Detailed allocation comparison across active risk policies.
In-Force
Shortfall Gap
Term Life Insurance
In-Force: $500,000 / Needed: $550,000 (Shortfall: -$50,000)
Critical Illness Protection
In-Force: $125,000 / Target: $150,000 (Shortfall: -$25,000)
Disability Income Replacement
In-Force: $40,000/yr / Needed: $50,000/yr (Shortfall: -$10,000/yr)
Tailored Policy Remediation Plan
Actionable steps to close your calculated protection gap.
Bridge $50,000 Mortgage Amortization Life Gap
High Priority
Bind a supplemental 15-year decreasing term policy to guarantee outstanding mortgage balance without encumbering family liquid savings.
Augment Critical Illness by $25,000
Recommended
Current $125k coverage leaves high-deductible therapy exposure against medical inflation. Adding an accelerated rider seals the gap.
Emergency Fund Yield Optimization
Yield Optimization
Your 9.2 months liquidity buffer is above the 6-month baseline. Transfer 3.2 months ($27,200) into short-term treasury bills to capture 4.8% yield.
Report History
Total Diagnostics Run
4 Evaluations
Individual Gap Evolution
$85,000
$140,000 (2024)
| Assessment Run Title & Reference | Date | Key Headline Status | Actions |
|---|
Profile & Security Settings
AD
Authorized Advisory Channel
Provided by Apex Distribution Network
Calculated using certified Acme Inc. actuarial intelligence benchmarks.
Dedicated Partner Advisor
Marcus Vance, ChFC
partner@apex.com
Contact Information
Account-level details used on official PDF diagnostic exports.
Security & Authentication
Password protection, two-factor authentication, and active sessions.
Two-Factor Authentication (2FA)
Require one-time security code on login
Active Login Sessions
Chrome on macOS (San Francisco, CA)
Current
Safari on iPhone 15 Pro
2 days ago
Sign Out of Client Portal
End your active authenticated session on this computer.