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Dashboard

The Loans Dashboard is the portfolio command centre, surfacing live KPIs such as outstanding principal (OLB), Portfolio at Risk (PAR 30/60/90), disbursement and collection volumes, and active loan counts. Officers and managers use it to spot delinquency spikes and collection shortfalls at a glance before drilling into the underlying screens.

Dashboard
Dashboard — live screen from the BridgeERP MFI Suite.

Workflow

  1. Open the dashboard to review headline KPIs for the current period.
  2. Check the PAR and arrears tiles for any breach of internal limits.
  3. Compare disbursed-versus-collected figures to gauge net portfolio growth.
  4. Click a tile or chart segment to drill through to the filtered loan or repayment list.
  5. Switch the period filter (day/month/quarter) to track trends over time.

Notes & rules

  • KPIs: OLB, PAR 30/60/90, disbursed, collected, active loans, PAR ratio.
  • Drill-through links to Active Loans, Repayments and Overdue screens.
  • Read-only analytics view; no records are edited here.
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