dashboard page template for tableau on Finance (Bank, Wealth, FO...) Loans Loans Cockpit Loans data visualization dataviz

Presentation

The Banking Loans Cockpit provides an overview of the loans we manage and the revenue they have generated.

It is composed of four sections:

  • Volume
  • New Business
  • Revenue
  • Top Loan Types

 

Volume

This section shows information about Total LiabilitiesTotal New Loans, and Total Amortization

 

New Business

This section shows the total volume Total New Loans and the top Branches by Total New Loans.

 

Revenue

This section shows Total Revenue,  and how it is composed, with revenue generated by Total Interests, and Total Fees.

The section also shows information about Revenue Rate

 

Top Loan Types

This section shows, for the top loan types, the loans volume (Total LiabilitiesTotal Amortization, and Nb Loans), the new business (Total New Loans, and Nb New Loans) and the generated revenue (Total Revenue, and Revenue Rate).

 

Select Current Period

'Current Month' and 'Current Year' selectors allow you to easily select what is the period (month and year) you want to analyze.

 

Select Performance Scope

'Performance Scope' selector allows you to easily switch from one type of Performance Analysis to another.

Just pick-up what you want to analyze:

There are five types of Performance Analysis available:

  • Current Month vs Previous Month (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Nov-2016)
  • Current Month vs Same Month, Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Oct-2017)
  • Current Month: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual Nov-2017 vs Target Nov-2017)
  • Year-to-Date: Current Year vs Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze YTD Nov-2017 vs YTD Nov-2016)
  • Year-to-Date: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual YTD Nov-2017 vs Target YTD Nov-2017)

Note: 'Current Month: Actual vs Target' and 'Year-to-Date: Actual vs Target' are only available in the list if at least one of your KPIs is defined as having a related Target.

 

Filter your data

This data visualization comes with four top filters:

In your Loans dashboard, you will be able to filter on:

  • BranchName of the Branch/Agency
  • Loan TypeType of the loan (Credit cards, Auto Loan, Student loan, Personal Loan, Mortgage, Small Business Loan, ...)

 

How to read a KPI Card

This DataViz shows the performance of a given KPI.

It combines three components.

  • In the foreground, you can see the KPI name, its value and a symbol that indicates whether the KPI is above or under the reference (the reference is defined by the chosen value in the Performance Scope selector). This first component is colored depending on the evaluation.
  • In the background, an area chart shows the monthly evolution of the KPI across the last 24 months based on the selected period.
  • Below the chart, the variance in % vs the reference is displayed.

Other DataViz in "Loans" Pack

Cockpit

Cockpit Loans

Cockpit Loans
Cockpit Loans Cockpit Loans
This cockpit provides an overview of the loans you manage: What volume of loans do we manage? What is our new Business? How much revenue did our loans have generated? What are our top Loan Type?

Banking Analytics

Loans Revenue

Loans Revenue
Loans Revenue Loans Revenue
Visualize your best-in-class Branches or Loan Types in revenue generated.

Loans Maturity

Loans Maturity
Loans Maturity Loans Maturity
This dashboard page provides you with insightful information on the maturity of your loans at the level of detail of your choice: When will our loans expire?

Delinquent and Default Loans

Delinquent and Default Loans
Delinquent and Default Loans Delinquent and Default Loans
Visualize where your delinquent and default loans are the most impactful.

Borrower Detail

Borrower Detail
Borrower Detail Borrower Detail
Explore the main information about your borrowers and the loan they have taken out.

Behavioral Analytics

Loans Adhoc Analysis

Loans Adhoc Analysis
Loans Adhoc Analysis Loans Adhoc Analysis
Perform simple ad-hoc analysis on your Loans data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

Loans KPI Performance

Loans KPI Performance
Loans KPI Performance Loans KPI Performance
Visualize the overall performance of any of your Loans KPIs: what is the performance, how does this performance evolve, who contributes to this performance

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