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

Presentation

This dashboard page shows information about your borrowers and the loans they have taken out, as of today.

At the top left, you can select the borrower by their name and get their overall information: The branch they are related to, the total number of loans they took out, their Total Liabilities,...

The second part, on the left, shows their loans in detail: the start and end date of the loan, the loan type, the Full Loan AmountFull Loan Interests, and Full Loan Fees.

It also shows the monthly payment schedule of each loan: month of the payment, Total LiabilitiesTotal AmortizationTotal Interests, and Total Fees. It also shows the payment status for the month (paid, unpaid, delinquent or default).

 

The right part of the page shows the history of the borrower's loans:

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