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Caseload size
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Requiring a Gateway
0
Funding awaiting approval
0
Approaching Trading Start
0
Notifications
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Notifications
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Participants requiring a Gateway
Everyone's Gateway is complete.
Funding
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Income submitted since you were last here
No new Income Tracker submissions since your last visit.
Approaching Trading Start
No participants close to a Trading Start right now.
Transferred to IWT
No participants currently transferred to another IWT advisor.
Recently achieved Trading Starts
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Income Tracker alerts
Every active participant has logged income for 2026-07.
Expiring participants
No participants expiring within 30 days.
Missing business plans
Every participant has a business plan in progress or complete.
Outstanding actions
No outstanding actions across your caseload.
Trading Start intelligence, Outcome progress and earnings analysis in full depth live on the dedicated Self Employment dashboard.
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