📊Dashboard

The dashboard offers an overview of registered clients, active loans, deposits, withdrawals, loan disbursements, principal balance, total repayments, expected cash, interest balances, and transactions

Please note that by default the filter is set to show data for the past 30 days, but you can customize this to your preference.

Restricting the Dashboard View

Grant users tailored access to dashboard features by assigning specific permissions for viewing tiles. The following are the necessary permissions to see each tile:

Registered Clients	Add clients Can view a client
Active Loans	Can view loan Can view loan officer performance report Can view loan portfolio at risk report Can view loan repayment report Can view loan status report Can view loan reports Can view loan in arrears report
Deposits	Can add Client accounts deposits Can view savings report
Withdraws	Can add Client accounts withdraws Can view client savings report
Principal Balance	Can view loan status report Can view credit officer report Can view loan arrears report Can view loan repayment report Can view loan arrears report Can view loan disbursement report Can view loan aging report Can view loan portfolio at risk report
Total Repayments	Can view loan status report Can view credit officer report Can view loan arrears report Can view loan repayment report Can view loan arrears report Can view loan disbursement report Can view loan aging report Can view loan portifolio at risk report
Expected Cash	Can view loan status report Can Make Payment Can view credit officer report Can view loan arrears report Can view loan repayment report Can view loan arrears report Can view loan disbursement report Can view loan aging report Can view loan portifolio at risk report
Interest balance	Can view loan status report Can view credit officer report Can view loan arrears report Can view loan repayment report Can view loan arrears report Can view loan disbursement report Can view loan aging report Can view loan portfolio at risk report Can Make Payment
Loan Disbursement Graph	Can view loan Can view loan officer performance report Can view loan portfolio at risk report Can view loan status report Can view loan reports Can view loan disbursement report Can disburse loans
Transaction Chart	Can add Client accounts deposits Can view savings report Can add Client accounts withdraws Can view client savings report Can view loan status report Can view credit officer report Can view loan arrears report Can view loan repayment report Can view loan arrears report Can view loan disbursement report Can view loan ageing report Can view loan portfolio at risk report