Partner Dashboard
Manage referrals, track client progress, and monitor revenue share.
Total Referrals
24
All-time submitted
Active Workflows
18
In repair or stacking
Funded Clients
6
Completed capital stack
Rev Share Earned
$12,500
Pending payout: $2,100
Referral Workflow
Referred
24
$0
Onboarded
20
$0
In Progress
12
$0
Funded
6
$12,500
Conversion Rate25%
Recent Client Activity
Marcus Johnson
Stage: Profile Work
Est. $1,500
Sarah Williams
Stage: Funding Readiness
Est. $2,200
Primary Business LLC
Stage: Capital Stacking
Est. $5,000
David Chen
Stage: Funded
$3,400 Earned
White-Label Status
Your clients currently see the standard fundboo portal. Upgrade to White-Label to use your own domain and branding.
Payout History
| Date | Client | Type | Amount | Status |
|---|---|---|---|---|
| Apr 1, 2026 | David Chen | Success Fee | $3,400 | Paid |
| Mar 15, 2026 | Marcus Johnson | Referral Bonus | $2,200 | Paid |
| Mar 1, 2026 | Sarah Williams | Success Fee | $1,800 | Paid |
| Feb 15, 2026 | Primary Business LLC | Success Fee | $2,500 | Paid |
| Feb 1, 2026 | Ryan Foster | Success Fee | $2,600 | Paid |
Total Paid$12,500
Partner Activity
Live
SystemNew referral signup -- James Morrison completed onboarding
30 min ago
FundingDavid Chen funded -- $3,400 success fee earned
2 days ago
SystemMonthly partner report generated and emailed
3 days ago
SystemReferral link clicked 47 times this month
5 days ago