Dashboard

The member dashboard is the landing screen that summarises the institution's membership at a glance: counts of total, active, dormant and pending members, KYC completion rates, blacklist exposure and recent onboarding activity. Officers use it as a daily control panel to spot members stuck in approval, expiring documents and growth trends without opening individual records.

Dashboard
Dashboard — live screen from the BridgeERP MFI Suite.

Workflow

  1. Open Members to land on the Dashboard tile by default
  2. Read the headline counters for total, active, dormant and pending members
  3. Click a KYC or pending-approval figure to drill into the underlying member list
  4. Use the trend widgets to compare onboarding against the previous period
  5. Jump to any flagged area such as expiring docs or blacklist from the dashboard shortcuts

Notes & rules

  • Read-only aggregate of mfi.member and KYC state
  • Surfaces approval backlog, dormancy and compliance gaps
  • Entry point to Operations, KYC and Risk screens
  • Useful for branch manager daily stand-ups
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