Dashboard

An analytics dashboard built on meeting data that visualises group-lending performance through graphs and pivots. Managers track attendance, collections and meeting frequency across centres and officers at a glance. It turns routine field records into the operational pulse of the group-lending portfolio.

Workflow

Open Dashboard from the Group lending menu.
Switch between graph and pivot views to slice the data.
Group by centre, officer or period to spot trends.
Drill into a weak attendance or collection cell.
Use the findings to direct field supervision.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Website Messages `website_message_ids`	List	—	Website communication history
Group `group_id`	Link → mfi.group.group	Yes	Group
Meeting Date `meeting_date`	Date	Yes	Meeting Date
My Activity Deadline `my_activity_date_deadline`	Date	—	My Activity Deadline
Has Message `has_message`	Yes/No	—	Has Message
Ratings `rating_ids`	List	—	Ratings
Name `name`	Text	—	Name
Cycle `cycle_id`	Link → mfi.group.cycle	—	Cycle
Attendance `attendance_ids`	Tags	—	Attendance
Agenda `agenda`	Long text	—	Agenda
Minutes `minutes`	Long text	—	Minutes
Collections `collection_ids`	List	—	Collections
Total Collected `total_collected`	Money	—	Total Collected
Total Due `total_due`	Money	—	Total Due
Collection Rate `collection_rate`	Decimal	—	Collection Rate
State `state`	Choice: Scheduled, In Progress, Done	—	State
Company `company_id`	Link → res.company	—	Company
Currency `currency_id`	Link → res.currency	—	Currency

Actions & buttons

Buttons available on this screen and what they do:

Complete

Status lifecycle

Records on this screen move through these statuses:

Scheduled → In Progress → Done

Notes & rules

Built on model mfi.group.meeting with graph and pivot views.
Surfaces attendance, contribution and collection trends.
Group/filter by centre, cycle and officer for supervision.
Read-oriented; underlying records are edited under Operations.

Technical model: mfi.group.meeting · Record: Group Meeting