▪️Collection & Recovery

This section helps institutions monitor and evaluate loan recovery efforts by tracking the performance of collection officers and comparing their set targets against actual collections.

Collection Officer Performance

This report is designed to track and evaluate the effectiveness of loan collection officers. It provides a clear breakdown of how much each officer has collected within a given period, sorted by loan type and branch.

This information is vital for monitoring operational efficiency and ensuring accountability across loan recovery activities.

Fields:

• Fiscal Year: The year in which the collections were made.

• Collection Officer: The officer responsible for the collection.

The rows without a collection officer indicate loans that were not assigned to any officer.

• Total Collections: The monetary amount collected for the specified loan type. (Total Collections = Collections of loans attached to loan officers.)

• Loan Type: The category of loan collected (e.g., Emergency Loan, Business Loan).

• Branch: The branch at which the loan and its collections were managed (e.g., Bukoto Branch, Gulu Branch).

Visualisation:

Collections Bar Graph: The Y-axis shows the amount collected, and the X-axis shows the time period. Each bar is colored based on the loan type, allowing you to easily compare performance.

Collection Officer Goal Settings

This report is used to track performance targets for loan collection officers. It enables management to compare the set collection goals against actual collections made during a specified period for specific loan products.

Fields:

• Collection Officer: The name of the staff member assigned a collection target.

• Loan Product: The specific loan product assigned to the target and collection officer (e.g., Agriculture Loan).

• Period: The time frame during which the target is expected to be achieved (e.g., 2025–March).

• Target Collection: The goal amount (in UGX) that the officer is expected to collect for that loan product and period.

• Actual Collection: The amount (in UGX) that has been collected to date. In this example, all values are currently at 0.00, indicating no collections recorded yet for the period.

Visualisation:

Target Vs Actual Collections: The bar graph compares target and actual collections, with gold bars showing the set targets and green bars representing the actual amounts collected over time.