Loan Portfolio Dashboard
Real-time portfolio view — outstanding balances, PAR ratios, collection rates, and loan product performance — drillable to the individual loan.
The Loan Portfolio Dashboard gives credit managers, risk officers, and CFOs a live, comprehensive view of the entire lending book. Every metric — from total outstanding balance and PAR ratios to collection rates and disbursement trends — updates in real time as transactions occur. Drill down from the portfolio level to a specific product, branch, loan officer, or individual loan in seconds.
Everything you need, nothing you don't
Portfolio Summary
Total outstanding balance, total disbursed, total collected, and net portfolio yield — displayed in real time, segmented by currency if multi-currency is active.
PAR Ratio Dashboard
PAR 1, PAR 30, PAR 60, and PAR 90+ ratios calculated and displayed in real time. Trend lines show whether portfolio quality is improving or deteriorating over time.
Collection Rate Analytics
Collection rate by product, branch, loan officer, and period — with comparison to prior periods and configurable target lines.
Disbursement Trends
Weekly and monthly disbursement volumes and values — with breakdown by product, channel, and originating branch. Useful for capacity planning and product performance reviews.
Loan Officer League Table
Rank loan officers by portfolio size, PAR ratio, collection rate, and new originations — identifying top performers and those whose portfolios need attention.
Product Performance Comparison
Compare KPIs across all active loan products side by side — average loan size, average tenure, PAR ratio, yield, and collection rate — to inform product strategy.
Drilldown to Loan Level
Click through any metric to see the underlying loans. From the underlying list, open any individual loan record to see the full history — application, schedule, payments, and notes.
Scheduled Board Reporting
Configure the dashboard to generate and email a portfolio summary PDF on a defined schedule — weekly for the credit committee, monthly for the board — automatically.
Built for your team
Monitor portfolio health in real time and respond to early warning signals — rising PAR, falling collection rates, concentration in one product — before they become a crisis.
Access the consolidated portfolio view and product performance data needed for board reporting, provisioning decisions, and fundraising from investors or DFIs.
See the lending performance of your branch relative to the rest of the network — and drill into the individual loans driving your PAR figures.
Ready to activate Loan Portfolio Dashboard?
Sign up free and configure Loan Portfolio Dashboard in minutes — or book a demo and we'll walk you through it live.