Loan Productivity Dashboard (Detail)
| Screen ID: | ILNPRDD-01 | 
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| Screen Title: | Loan Productivity - Detail | |
| Panel ID: | 6709 | |
| Tool Number: | 1670 | |
| Click here to magnify |
Access this screen by selecting your filters on the previous screen and using Enter.
This screen shows the loans that fit the filters selected on the previous screen. All columns are sortable. The real power of this screen is the analysis features at the bottom of the screen, most notably Analysis (F15). The Analysis gives you complete access to totals and highlights for a complete picture of your loan portfolio and for statistics to use for your compensation.
Analytics Booth: Power Line
Use the Power Line (F23) button to launch an immediate trend line graph in Analytics Booth to help you better understand your data. Not a subscriber? Learn more in the CU*Answers Store.
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Check out this video: Analytics Booth at a Glance |
Buttons
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Button |
Description |
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Export (F9) |
Use this to export this list of members to either a list of account numbers for use with Member Connect, or export the entire list as it appears on the screen to a database file for use with Query. |
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After exporting the file, you can use this to access theMember Connect Marketing Tools feature and contact the members immediately via email or other channel. |
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Use this to view the suite of Common Bonds dashboards to analyze this group of members based on what they share in common, including memberships traits, account composition, credit history trends, or Tiered Service |
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Reveals a screen showing the filters currently used with the dashboard. |
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Access the powerful analysis feature of this dashboard that allows you to view a summary of closed-end, open-end and combined loans (for all loans or the selected ones. The analysis screen also shows you the top three collectors, opened by, interviewers, and approvers, with look ups allowing you to look at more detail. Additionally the top loan categories with detail is provided. All of these stats show current balance and count with percentages. |
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Access a summary of all loans in comparison with the selected loans for totals, disbursed, balance, interest due, weighted average interest - for both active and written off loans. Results are broken down further by all, open-end, closed end and selected loans, as well as the percentage of selected versus all loans. |
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Show Curr Bal/Show Disb Amt |
Toggles between current balance and distribution amount |
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Select this option to view a window displaying the data sources that generate the dashboard information. |