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

Presentation

This dashboard page shows an overview of the maturity of your loans, at the level of detail of your choice.

A time bucket (one per column) is created based on the loan expiry date:

  • 0-6 months: Volume and number of all of your loans expiring within the next 6 months.
  • 6-12 months: Volume and number of all of your loans expiring within 6 to 12 months.
  • 1-2 years: Volume and number of all of your loans expiring within 1 to 2 years.
  • 2-5 years: Volume and number of all of your loans expiring within 2 to 5 years.
  • 5+ years: Volume and number of all of your loans expiring in more than 5 years.

At the top, you can visualize the Total Liabilities across the time bucket.

Below, for each time bucket, you can see the following information split by the level of detail of your choice (pick up the level of detail you want):

 

Select Dimension

'Select Dimension' selector allows you to easily switch from one dimension (analytical axis) to another, so you can analyze your data from any point of view.

The list of available dimensions is defined during the configuration of your dashboard in LinPack.

In your Loans dashboard, you will be able to select the following dimensions:

  • Month SnapshotMonth of the snapshot
  • BorrowerFull name of the borrower
  • BranchName of the Branch/Agency
  • Loan #ID of the Loan
  • Loan Start DateStart date of the Loan
  • Loan End DateEnd date of the Loan
  • Loan TypeType of the loan (Credit cards, Auto Loan, Student loan, Personal Loan, Mortgage, Small Business Loan, ...)
  • Is Delinquent LoanContains "Y" if the loan is considered as Delinquent (usually between 60 and 270 days past due) and "N" if the loan is not delinquent (either less than 60 days past due or more than 270)
  • Is Default LoanContains "Y" if the loan is considered as Default (usually after 270 days past due) and "N" if the loan is not Default.

 

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.

 

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, ...)

Other DataViz in "Loans" Pack

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

Loans Maturity

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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?

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

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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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