Loan Productivity - Analysis

Screen ID:	ILNPRDD-02
Screen Title:	Loan Productivity - Analysis
Panel ID:	6711
Tool Number:	1670
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Access this screen by selecting Analysis (F15) from the Loan Productivity - Detail screen.

This 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.

Use the lookups next to the word Totals under Collector, Opened by, Loan Category, Interviewer, and Approver to view a complete listing with more detail. This gives you a complete understanding for analysis and compensation.

This dashboard includes VAT (Visual Analytic Tools) that allow you to show the data on this screen in a more meaningful way using a chart or graph. Click the chart icon to view the VATs on this screen, then click the X on the chart or graph to move back to the data.

This screen includes XL panel sizing! Extra large panel sizes are presentation size CU*BASE screens. When using the Analysis on select dashboards, you can choose to display them in either standard (1024x768) or extra-large (1920x1080) size.    To select a size, use the selector in the lower right corner of the screen to simply click and select either standard or extra large. Learn More About What VAT Can Do

 

Buttons

Button	Description
View Filters	Access a screen showing the filters that were selected.
Show Disb Amount / Show Distribution Limit / Show Current Balance	Toggle between showing distribution amounts, distribution limits and current balances
Pct of All/Pct of Selected	Toggles the Pct column before Members to show the percentage of that row per all loans versus the percentage of selected loans. Example: If you select a Purpose code of "New Auto," for example, this button will allow you to calculate the percentage of all loans opened by a loan officer versus the percentage of loans of that Purpose code opened by the loan officer.