The Dashboards section displays data from different sections of the system. We recommend you use this section to analyze and plan the work of each employee, each department and the bank as a whole.
The functionality of this section is similar to that of the Analytics view in the system sections, and is described in the “Dashboards” chapter.
Contents
•The [Loan portfolio review, current quarter] tab
•The [Loan applications analytics, current month] tab
The [Loan portfolio review, current quarter] tab
The tab consists of several blocks that display statistics on the loan portfolio of your bank.
| Portfolio allocation by product | The number of loans issued in the current quarter. The data are allocated by product type. |
| Portfolio allocation by branch | The number of loans issued by branch in the current quarter. The data are grouped by bank branches. |
| Portfolio allocation by client | Number of loan agreements with private and corporate customers signed in the current quarter. The data is grouped by dates of contracts. |
| Portfolio allocation by client | Sum of loan agreements with private and corporate customers signed in the current quarter. The data is grouped by dates of contracts. |
| Loan portfolio dynamics | Displays changes in the number of loan agreements signed in the current quarter. The data is grouped by dates of contracts. |
The [Loan applications analytics, current month] tab
The tab consists of several blocks that provide information on the loan application processing dynamics.
| Total | The total number of applications submitted to the bank this month. |
| Closed successfully | The total number of applications accepted and processed by the bank this month. |
| Canceled | The total number of applications submitted to the bank, processed and canceled by the bank this month. |
| In progress | The total number of applications submitted to the bank this month that are in progress. |
| Applications by branch | The number of applications submitted to the bank branch this month. |
| Applications by amount | The number of applications grouped by application status. |
Video tutorials
•Analytics in Creatio. Working with dashboards
