The Main Dashboard
Michael Claire avatar
Written by Michael Claire
Updated over a week ago

The Main dashboard displays:

  • Gross Loan Portfolio

  • Portfolio at Risk (PAR)

  • Active / Inactive Customers

  • Products Performance Comparison

  • Loans Pending Approval & Disbursal

  • Average Loan Size across all portfolios

The Gross Loan Portfolio is the sum of all principal outstanding. It does not include interest receivable.

Clicking the

icon allows you to select what data is shown on the chart.

The chart may also be filtered to display data based on a selected period.

The custom date filter allows you to select specific dates.

Portfolio At Risk is a visualization of the loans outstanding that have one or more installments of principal past due for the selected period. This includes the entire unpaid principal balance, including both the past due and future installments.

Clicking the

icon allows you to select what data is shown on the chart.

The chart may also be filtered to display data based on a selected period

The custom filter allows you to select specific periods (# of days).

The Clients Chart is an overview of the status (active/inactive) of the clients in LoanCirrus for a selected period.

Clicking the

icon allows you to select what data is shown on the chart.

The chart may also be filtered to display data based on a selected period

The custom date filter allows you to select specific dates.

The Product Comparison chart shows the gross loan amount for each product per day,over the period specified. Products are identified by colour as shown on the legend.

Clicking the

icon allows you to select what products are shown on the chart.

The chart may also be filtered to display data based on a selected period

The custom date filter allows you to select specific dates.

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