Loan Productivity Dashboard (Detail)

Screen ID: 

Screen Title: 

Panel Number:

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ILNPRDD-01

Loan Productivity - Detail

6709


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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.

Check out this video: Analytics Booth at a Glance (Board Members: More Analytics Booth Videos Below!)

Buttons

Button

Description

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.

Member Connect

After exporting the file, you can use this to access the Member Connect Marketing Tools feature and contact the members immediately via email or other channel.

Common Bonds

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

Filters

Reveals a screen showing the filters currently used with the dashboard.

Analysis

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.

Summary

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.

Show Curr Bal/Show Disb Amt

Toggles between current balance and distribution amount

Data Source

Select this option to view a window displaying the data sources that generate the dashboard information.

Additional Video Resources

Check out these additional video resources!

Analytics Booth for Board Members: Features

Analytics Booth for Board Members: Password Reset

Analytics Booth for Board Members: First-Time Login

Analytics Booth for Board Members: Analyzing Peer Group Data

Analytics Booth for Board Members: Configuring Primary Peer Group

Analytics Booth for Board Members: Configuring Secondary Peer Group

Visit the CU*BASE video library.

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#ILNPRDD-01.htm