Trials expiring in the next 7 days most active first — message these before the quiet ones
Analytics
Revenue and subscribers from Razorpay · visits from UpperCircuit pages
Revenue Trend monthly revenue, net of refunds
Visitor Trend (14 Days) daily website visitors
Traffic Sources where visitors come from (30 days)
Subscription Breakdown payments by package
Monthly Subscriber Growth new paying subscribers per month
Export Data
Platform modules what subscribers get
Switches turn on/off for everyone, instantly
Plans
What a subscriber can buy. Arrows set the order they appear on the plans page.
Changing a price needs a matching Razorpay plan — create it in Razorpay, then paste the new plan ID here.
Create a coupon
Discount codes for launches, festivals and campaigns.
Subscribers type this at checkout. Letters and numbers only.
Percentage off the plan price.
Leave blank for unlimited.
Leave blank and it never expires.
Shown on the landing page when the coupon is public.
Show on the landing pageVisitors see the offer strip and the code without being told.
Live coupons
Issue a licence
Record the sale here, then run the command it gives you on your own machine to create the licence file.
The licence only runs on this account. Ask for it before you invoice.
Your own reference. Must be unique.
Builds dated after this will not run for them.
Run this where your private key is. Send the buyer the licence.key it writes — nothing else.
Licences issued
Give free access
Include Algo TradePlatform Algo and My Algos. Off by default.
Comped users are tagged separately — they don't count as paid subscribers or as trial conversions.
Import Dhan client list partner portal → Client List → download, or select the table and copy
Matched by mobile number against UpperCircuit accounts. Re-import any time — existing rows are updated, nothing is duplicated. If the portal gives you an .xlsx, open it in Excel and Save As CSV first.
Offer settings
Verify manually when their Dhan mobile differs from their UpperCircuit login