Dashboard
The dashboard is composed of dashboard sections, each of which provides information about the organization. The dashboard can be filtered based on currency, branch, or both.
The available sections are:
- Loan Book Section
- PAR section
- Clients and Groups Section
- Loans Released Section
- Montly Collections Section
Loan Book Section
This section provides information about the status of the loan book or loan portfolio. It shows the outstanding principal portfolio, outstanding principal and interest portfolio, outstanding principal, interest and penalty portfolio, and outstanding principal, interest, penalty, and fees portfolio.
The report also segregates open and arrears loans, and provides the number of each.
PAR Section
This section calculates the Portfolio at Risk (PAR) of the portfolio of loans. It provides information about PAR 1, PAR 30, PAR 60 and PAR 90. For a more detailed report of PAR, see PAR Report and Ageing Analysis under managemnt reports.
Clients and Groups Section
This section provides information about client types and group types. It separates information based on client status and gender. It also provides the total count of clients based on gender as well as information about groups. A pie chart showing the information is also provided, which can be clicked on to see more information.
Loans Released Section
This section provides information about the total disbursed loans in every month the organization has been operational. The chart can be viewed for months that are not displayed initially. To view the total disbursed monthly, click on the dot of your selected month on the chart.
Montly Collections Section
This section provides information about the total payments in every month the organization has been operational. The chart can be viewed for months that are not displayed initially. To view the total monthly collections, click on the dot of your selected month on the chart.
