dashboard template for tableau on Finance (Bank, Wealth, FO...) Loans Loans cockpit
16 required attributes
  • dateMonth Snapshot
  • stringBorrower
  • stringBranch
  • stringLoan #
  • dateLoan Start Date
  • dateLoan End Date
  • stringLoan Type
  • stringIs Delinquent Loan
  • stringIs Default Loan
  • numericLoan Amount (total)
  • numericLoan Interests (total)
  • numericLoan Fees (total)
  • numericClient Liabilities (end of month)
  • numericLoan Interests (for the month)
  • numericLoan Fees (for the month)
  • numericLoan Amortization (for the month)
  • ...add your own attributes!

Required Attributes

To get your Loans dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):

  • date
    Month Snapshot Month of the snapshot (Date used for time-series analysis)
  • string
    Borrower Full name of the borrower
  • string
    Branch Name of the Branch/Agency
  • string
    Loan # ID of the Loan
  • date
    Loan Start Date Start date of the Loan
  • date
    Loan End Date End date of the Loan
  • string
    Loan Type Type of the loan (Credit cards, Auto Loan, Student loan, Personal Loan, Mortgage, Small Business Loan, ...)
  • string
    Is Delinquent Loan Contains "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)
  • string
    Is Default Loan Contains "Y" if the loan is considered as Default (usually after 270 days past due) and "N" if the loan is not Default.
  • numeric
    Loan Amount (total) Total Amount borrowed, excluding fees and interests
  • numeric
    Loan Interests (total) Total Interests of the loan
  • numeric
    Loan Fees (total) Total Fees of the loan
  • numeric
    Client Liabilities (end of month) Client Liabilities AFTER the current month payment: Remaining balance of the original loan.
  • numeric
    Loan Interests (for the month) the amount of interests paid this month.
  • numeric
    Loan Fees (for the month) the amount of fees paid this month.
  • numeric
    Loan Amortization (for the month) Repayment of initial loan paid this month.

KPIs

Your Loans dashboard will contain 18 KPIs

  • Total LiabilitiesTotal outstanding amount by borrowers, excluding fees and interest AFTER payment of the current period.
  • Nb LoansTotal number of active loans during the period
  • Total New LoansTotal Amount borrowed for new loans during the period
  • Nb New LoansTotal number of new loans, starting during the period
  • Full Loan AmountFull amount borrowed for the loan.
  • Full Loan InterestsFull amount of Interests to be paid for the loan.
  • Full Loan FeesFull amount of Fees to be paid for the loan.
  • Total AmortizationTotal repayment of the borrowed amount during the period
  • Total InterestsTotal amount of monthly interests to be paid during the period
  • Total FeesTotal amount of monthly fees to be paid during the period
  • Total RevenueTotal revenue (interests and fees) generated by the current loans during the period
  • Revenue RateRevenue rate generated by borrowers: Paid Interests + Fees / Paid Loan Amortization
  • Nb Delinquent LoansTotal number of Delinquent loans during the period (having Nb of days Past Due between 60 and 270)
  • Loan Delinquency RatePercentage of Delinquent loans: Delinquent loans / total active loans
  • Total Delinquent LoansTotal outstanding amount by Delinquent loan, excluding fees and interest AFTER payment of the current period.
  • Nb Loan DefaultsTotal number of Default loans during the period (having Nb of days Past Due over 270)
  • Loan Default RatePercentage of Delinquent loans: Default loans / total active loans
  • Total Loan DefaultsTotal outstanding amount by loan in Default, excluding fees and interest AFTER payment of the current period.

Dashboard Pages & Data Visualizations

Your Loans dashboard will contain 7 pages

Cockpit

Cockpit Loans

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

Loans Maturity

Loans Maturity
Loans MaturityLoans 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 LoansDelinquent and Default Loans
Visualize where your delinquent and default loans are the most impactful.

Borrower Detail

Borrower Detail
Borrower DetailBorrower 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 AnalysisLoans 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 PerformanceLoans 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

Creating your LOANS dashboard Step-by-Step

You want to get a clear understanding on your Loans results? You want to build a Tableau dashboard to better understand your Loans data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Loans data in less than 5 minutes!

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Loans data (whether it comes from: ERP, database, Excel, CSV file...)

You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):

  • date
    Month Snapshot Month of the snapshot (Date used for time-series analysis)
  • string
    Borrower Full name of the borrower
  • string
    Branch Name of the Branch/Agency
  • string
    Loan # ID of the Loan
  • date
    Loan Start Date Start date of the Loan
  • date
    Loan End Date End date of the Loan
  • string
    Loan Type Type of the loan (Credit cards, Auto Loan, Student loan, Personal Loan, Mortgage, Small Business Loan, ...)
  • string
    Is Delinquent Loan Contains "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)
  • string
    Is Default Loan Contains "Y" if the loan is considered as Default (usually after 270 days past due) and "N" if the loan is not Default.
  • numeric
    Loan Amount (total) Total Amount borrowed, excluding fees and interests
  • numeric
    Loan Interests (total) Total Interests of the loan
  • numeric
    Loan Fees (total) Total Fees of the loan
  • numeric
    Client Liabilities (end of month) Client Liabilities AFTER the current month payment: Remaining balance of the original loan.
  • numeric
    Loan Interests (for the month) the amount of interests paid this month.
  • numeric
    Loan Fees (for the month) the amount of fees paid this month.
  • numeric
    Loan Amortization (for the month) Repayment of initial loan paid this month.

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Loans' and upload your Tableau workbook (note: your data is NOT uploaded).

3rd STEP: Map your attributes

Map the attributes of your workbook on the attributes of the template.

Finally, click 'Confirm & Download'... and your Loans dashboard is already downloading :-)

Open the Tableau workbook file you received, it will automatically reconnect to your data sources.

Your Loans dashboard is now ready to be used or customized!


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