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Self Employment Dashboard
Trading Starts, In Work Tracking, Outcomes and earnings analysis for Kyle's caseload.
Participant Income Tracker Portal
Print or email this QR code (or the link below) to participants. It opens a standalone page where they enter only their email to submit that month's income tracker — no login, and no access to anything else in the CRM.
https://selfemploymenthub.com/portalActive Participants
31
Trading Starts This Month
0
Participants in IWT
0
Outcomes This Month
0
Eligible for Trading Start
2
Near Outcome
0
At Risk
0
Advisor Performance & Forecasting
All-time totals attributed to Kyle as the original advisor. Forecast Outcomes is computed live from current participant progress, not manually entered.
Active participants
31
Trading Starts achieved
0
Transferred to IWT
0
Forecast Outcomes
0
Confirmed Outcomes
0
Participants requiring action today
2
Pending Trading Starts
2
Active Trading Starts
0
Income Tracker Submissions
New submissions from the Participant Income Tracker Portal, awaiting your review.
- Net £1,089.00
Kyle
kyle.meadows@maximusuk.co.uk · 10/06/2026
- Net £853.00
Kyle
kyle.meadows@maximusuk.co.uk · 09/07/2026
Today's Work
Everything needing action, most urgent first.
Eligible for NGSE Trading Start
Detected automatically when the average net profit across any two consecutive Income Tracker months reaches £881.23 (configurable in Programme Settings) — a Trading Start is never created automatically, an advisor must confirm.
| Participant | Advisor | Month 1 Net Profit | Month 2 Net Profit | Date Eligible | |
|---|---|---|---|---|---|
| Kyle | Kyle | £1,089.00 | £853.00 | 09/07/2026 | Create Trading Start |
Eligible for GSE / Claim Closed Trading Start
Participants marked as Gainfully Self Employed or with a Claim Closed while self-employed — an advisor must still confirm before a Trading Start is created.
Outcome Intelligence
Live progress for every participant in In Work Tracking. Reaching the target only flags "Outcome Ready" — an advisor must confirm the Outcome record.
No participants currently in In Work Tracking.
Transferred to IWT
Participants Kyle originated whose Trading Start moved them to a different IWT advisor. Read-only — Kyle's own Trading Start and Outcome statistics still depend on how these turn out, but only the IWT advisor (or a manager) can edit them.
No participants currently transferred to another IWT advisor.